Hello,

does anyone know how to handle returned goods?

thx,
g

You have to issue a credit note, there is a wizard on the invoice window.

Or you can create a Supplier Invoice, but this is not the best solution.


Kaspars
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http://kndati.lv

thank you sraps. : )

I think best way is by going back to your pickinglist (possible directly via the SO) where you did send your goods and from there create a "Return Packing" via the right side menu.
That will create a credit-invoice AND a shipping line to receive the goods.

If you do it directly via the credit invoice, no shipping line is created for stock people to handle the incoming goods.

When using the pick list to return items are sales notes automatically corrected? Will the sale order mention the returned product or does one have to manually correct this?

If using this method what security approach would be reccomendable? Would it be desireable for all sales personnel to have access to return picking (this would surely expedite the process- what concerns would lie here?) or would allowing only the sales manager to perform such action be more desirable... What security concerns must one have with return sales from pick lists...?

I read somewhere about a return wizard (can't recall where anymore)... is this an add-on of some sort... has anyone had any experience with this...?

What will the refund action button on the POS sale window accomplish...?

Whole lotta questions here... well I'm gonna go try some of these things out and see what happens...


later.

n.

Ok then.

I have tried to figure out the best way to execute customer returned goods and have come up with the following which I believe still has issues.

Please correct me if I am wrong with any of my assertions or procedures.

The customer is sold the product and a sales note is generated. We use the POS to generate our sales.

The customer returns wanting to return the goods, so the salesman goes back to the sales note and clicks on the refund button. This subtracts the accounting bit of the sale.

Following the Stock Manager goes to Stock Management and heads to the outgoing products menu and finds the appropriate PACK and return the item(s) with the return package button on the right menu.

That should conclude the process. However I have found this to be a problem if there are more items on the original sales note and not all items are being returned, because when clicking the refund button on the POS sales note form all prices are subtracted with no selecxtive choice.

The logical thing to do would be to generatre a new sale with the items that have not been returned but it would create a double outgoing of the products not returned since they were not returned in the first place.

This would deem it necessary to return all items of the original sales note and generate a new sales note with the items not returned.

To me this is sounds little complex and I am sure there is a better way of handling this type of situation.

How do you handle returned goods. Any advic, tips, hints, step-by-step how to's would be greatly appreciated. Is there an add-on floating around somewhere that eases this type of procedure.


n.

@n.hartmann,

Guys we just pushed the "stock_rma" module into the stable 5.0 extra addons. As it names suggests, it deals with Return Marchandise Authorisation. This might not be exactly what you are looking for here. But I let you know it just in case, our module is used in production and works great I think. Hopefully we find time to demo it.

thanks raphael,

I'll install the module and see how it works... how do you use this module in your production system.

If it doesn't trouble you too much could you write out an example on the situation(s) you use this module...


thanks again for your kind reply,

n.

Well,

It seems that returninig goods is quite alot simpler than I figured it to be.

Previously I had tried the "Refund" button located on the right side menu of the POS form. When I did I noticed it subtracted the total price sum from the sales note but failed to put the returned items back into stock.

I was wrong. After executing the refund one must "make the payment" on the refund form for products to be returned. This was not obvious to me for some reason until now. Once the payment is made the items are returned and the payed sum is subtracted.

Take note that when there are items in a single sales note where some are returned and others are not, I have found it necessary to make a new sales note for the items that were not returned, as the refunding is inclusive of the entire sales note.

Am trying to carry out operations on returned goods but having some challenges. Below is what I did.

1. I went to stock management->out going products. and I select the pack.

2. I clicked on the return packing which displays a form with the quantity of goods to return. I confirmed it.

3. In stock managament->incoming products, I could see the product there and I click on it and clicked on picking done.

4. Now, when I go back into the stock management->out going products, I still see the pack as been done and I can't delete it.

Also, I want to delete the sales order from the sales order view, I still can not so as well.

Is this how it should behave?

Thanks