Raise a Return
Raise it against the sales order, approve it before the goods travel, and say what is coming back.
A return is raised against the sales order rather than the invoice, because the order is what named the goods and the quantities.
Raise one
Go to Sales Returns and select Sales Return
Choose the sales order the goods went out on. Its lines load as the starting point.
Trim to what is actually coming back
Returning three of the ten shipped is the normal case. You cannot return more than was shipped.
Record the reason
Faulty, wrong item, over-ordered. It is what decides whether the units go back into sellable stock when they land.
Approve it, and tell the customer the return number
Goods arriving at your yard with no paperwork are goods nobody can book in.
Check before you agree
| What the customer says | What to check first |
|---|---|
| It arrived damaged | Whether they are keeping it. If so, a credit note, not a return |
| We ordered the wrong size | Whether it is resaleable when it comes back |
| It was never delivered | The shipment. This may be a carrier claim rather than a return |
| We ordered too many | Whether you want the stock back at all |