Return Management (Sales & Purchase)

Sales Returns

• Lines load from the delivered sale order
• Approval creates the receipt from the customer into the Return Quarantine location
• Full Refund: a draft customer credit note for the returned quantity
• Send Back: after the quality check, a new sale order delivers the accepted quantity from the quarantine, ready to invoice

Purchase Returns

• Lines load from the received purchase order
• Approval creates the delivery from stock to the vendor
• Refund: a draft vendor credit note for the returned quantity
• Receive Back: after the quality check, the accepted quantity is received into stock and the rejected quantity is refunded by the vendor

Control & Analysis

• Only Return Managers approve or reject (with a reason)
• Return quantity limited to what was delivered or received, minus other open returns
• Quality check wizard: accepted and rejected quantity per product
• Pivot and graph analysis by product, reason and partner

Sales and purchase returns with their own numbering (SR / PR)

Return User and Return Manager groups

Return Quarantine stock location

Quality check wizard with automatic final picking

Customer and vendor credit notes in draft

Return reasons and return analysis

Dependencies

accountbasemailproductpurchase_stocksale_managementsale_stockstock

Screenshots

Sales returns in every stage

New sales return: lines loaded from the sale order, return quantity limited to what is returnable

Waiting for a Return Manager to approve or reject

Approval creates the receipt from the customer into the Return Quarantine

Goods in quarantine: Full Refund or Send Back to Customer

Quality check before sending back: accepted quantity per product

Sent back: the new sale order is delivered from the quarantine automatically

Full refund with the customer credit note

Purchase returns in every stage

Goods at the vendor: Refund or Receive Back

Quality check of the goods the vendor sends back

Received back: accepted quantity in stock, vendor credit note for the rejected quantity

Return analysis by product and return type