Record a goods return
Returned goods are recorded going into or out of warehouse stock.
Before you start
- The customer or vendor exists in Contacts.
- An active warehouse.
- Inventory adjustment access.
Steps
Step 1: Start the return
Open the contact and click Record Customer Return or Return Goods to Vendor. From a sales invoice, use Record customer goods return so the lines are filled in.
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The contact page with the Record Customer Return button.
Step 2: Fill in the return
Check the direction, Customer return · stock in or Vendor return · stock out. Fill in the Return date, Warehouse and Reason. The condition note is optional.
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The return form with return date, warehouse and reason.
Step 3: Add the goods
In Return lines, click Add product and fill in the product and quantity. The line condition is optional, for example damaged packaging.
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Return lines with product, quantity and line condition.
Step 4: Post the return
Click Post stock in for a customer return, or Post stock out for a return to a vendor. The page shows Return saved.
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The Return saved message after posting the return.
When you are done
- Warehouse stock goes up for a customer return, or down for a return to a vendor.
- A goods return makes no journal. Create a Sales Credit Note or Purchase Debit Note separately for its value.
Common problems
A message asks for a clear return reason
The reason needs at least 3 characters, for example defective goods or wrong item.
A message says the goods return could not be saved
Check the return date, which can't be in the future, the warehouse, and each line's product and quantity.
Something still unclear?
Ask us on WhatsApp. The Finday team replies during office hours and can walk you through it in your own account.