4. How to use

Create a supplier return

To create a new “Supplier Return”, go in ERP > Purchasing > Supplier returns.

Then, at the top right corner, click on Create new return.

_images/create_new_return_button.png

You will be redirected to this new screen :

_images/create_new_return_screen.png

From this screen, you can :

  • Select an existing supplier using the drop-down list
  • Create a new supplier clicking on New Supplier

Once you click on Save, the “supplier return” will be created.

You are now able to edit it form the new screen displayed.

Edit a supplier return

To edit a supplier return, go in ERP > Purchasing > Supplier returns, then select a “Supplier Return”.

Sections short description :

Section Description
Main information Main information regarding the supplier return
Products Contains all returned products
Add products Add products to your supplier return

Main information section

_images/edit_supplier_return.png

General

Field Value
Supplier Name of the supplier
Created at Date of the supplier return creation
Reference For example, fill the Purchase Order number to easily know for which PO you did the return
Status Set on “Draft” by default. 3 others available statuses : To prepare, Shipped & Canceled
Warehouse Warehouse from where products stock will be decreased
Store Only used in PDF, can be defined depending of the scope configuration in System > Configuration > ERP > Purchase > PDF Options

Shipping

This section will only be useful for yourself, as information provided here will not be used in any other ERP part.

Field Value
Shipped at Date of supplier return shipment
Shipping method Shipping method used
Tracking number Tracking number linked to the supplier return shipment

Payment

This section will only be useful for yourself, as information provided here will not be used in any other ERP part.

Field Value
Payment date Date of supplier return payment
Payment method Payment method used
Payment Status Current status of the supplier return payment

Products section

Here are retrieved all products added to the current supplier return.

You can add there, for each product:

  • Supplier reference
  • Qty to return
  • Personal note

Add Products section

This section allow you to add products to the current supplier return.

Add your products to the supplier return, then click on Save.

Manage a supplier return

Shipment

To ship a supplier return, click on the Ship button at the top right corner.

Once the supplier return is shipped, its status will change to ‘Shipped’, preventing to ship it again.

ERP will create necessary stock movement for this shipment, and decrease product(s) stock regarding the warehouse defined in the supplier return Main information section.

Supplier notification

To notify a supplier, click on the Notify button at the top right corner.

It will send an email to the supplier, with the Supplier Return PDF attached to it.

Print

To only print the Supplier Return PDF, click on the Print button at the top right corner.