Manage a goods return

As a restaurant manager, you must handle product returns. This guide supports you through the process.

Start 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.

• Select Validate.
• Enter the receipt note number related to the return, or a dummy number if the return concerns several past receipts.
• Enter the delivery date as the date on which the refund was received.

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.

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Originally published at https://help.mapal-os.com/easilys/supplier-orders/receptions/manage-a-goods-return/