Recording an Inventory Return

The Inventory Credits/Returns window allows you to record instances where you returned damaged or defective inventory to the distributor.  When you record an inventory return, the inventory value and on hand counts for the returned products decrease automatically.

  1. Select Inventory > Inventory Credits/Returns.

The Inventory Credits/Returns window displays.

  1. Click New.
  2. Complete the following:

  1. In the Distributor field, select the distributor that supplied the products.

  2. In the By field, select the employee to associate with the return.

  3. In the Reference # field, type the distributor-assigned reference number for the return.

  4. In the Notes/Explanation field, type the reason for the return.

  1. In the Products table, complete the following for each product you are returning:

  1. Double‐click in the Product field, select the product, and click Ok.

  2. In the Return Quantity field, adjust the quantity to indicate the number of items being returned.

  3. Select Deduct Onhand.

  4. Select T if the distributor charged tax on the product.

  1. Click Save.

 

related links

Inventory Management