Starting from: The Easilys menu.
A goods return can be processed in three steps to have precise tracking of the return.
First step: CREATION OF A RECEIPT VOUCHER WITH A CREDIT NOTE REQUEST
- Select the tabs Supplier orders > Receptions.
The "Create a receipt without order" window appears on the screen.
- Select Create a reception.
A blank receipt voucher is created and is now available in the list.
- Select the blank receipt voucher.
The details of the receipt voucher appear on the right of the screen.
- Select "+" to add the product concerned by the return.
The "Add a product" window appears on the screen.
- Add 1 unit of this product to the quantity because it is not possible to put 0.
The product is now in the receipt voucher.
- Modify the quantity, the price, and the received quantity by indicating 0 in each box.
- Select Save now.
Attention! Make sure everything is set to 0 because you do not want to add the product to your stock.
- Select "NC" next to the product.
The details of claims and credit note requests related to the product are displayed.
- Select Add a criterion and select the criterion that best corresponds to the reason for the return.
- Check the box Request a credit note.
- Indicate the expected refund amount.
- Select Save now.
The application creates a credit note request and therefore takes the refund into account.
Second step: VALIDATION OF THE CREDIT NOTE REQUEST
- Select the tabs Supplier orders > Credit note requests.
- Select the previously generated credit note request from the validated receipt voucher.
The details of the credit note request are displayed on the screen.
- Select Accepted.
Third step: STOCK ADJUSTMENT TO REMOVE THE QUANTITY CONCERNED BY THE RETURN
- Select the tabs Stock > Stock.
- Search for the product concerned by the return.
- Select "–" to the right of the product.
The "Decrease quantity" window appears on the screen.
- Select the date on which the return takes place (not possible in the future).
- Select the movement type "Adjustment".
- Indicate the quantity to be removed by the return.
- Select Validate.
