Returns to suppliers

A return sends units back to a supplier for credit, replacement, or repair. Suppliers often call it an RMA, for return merchandise authorization. This page covers opening a return, shipping it, and recording what came back.

Before you begin

• Returns need procurement:write.
• Ask the supplier for their RMA number first if they issue one.

Open a return

1. Select Procurement > Returns, then New return.
2. Choose the Supplier, and enter Their RMA number and the Reason.
3. In Ships from, choose the stock location the units leave from, or Not from stock for a unit that is not in your stock, such as one at a client.
4. Under Units going back, add each unit:
   • For a serialized unit, scan or type its Serial number and select Find.
   • For anything else, choose it in Or an unserialized item, enter the Qty, and select Add.
5. Select Open the return.

A serialized unit from your stock leaves stock when the return opens. Unserialized stock leaves when the return ships.

Ship it

When the units go out, select Mark as shipped. A return can be canceled with Cancel return only before it ships. Canceling puts the units held here back into stock.

Record what came back

For each unit, select Record outcome and choose the Outcome:

Outcome	What happens to the unit
Credited (the unit is retired)	Its asset is retired.
Replaced (a new unit came back)	The old unit’s asset is retired, and the replacement is recorded against it. Receive the replacement first, then find it by Replacement serial.
Repaired (the same unit came back)	It returns to stock.
Scrapped (the unit is retired)	Its asset is retired.

A repaired or replaced unit from your stock returns to the location the return shipped from, or to the default receiving location when it did not ship from stock. A unit at a client stays in the client’s register.

Close the return

1. Select Close the return.
2. In Closes as, choose Credited, Replaced, Repaired, or Closed.
3. In Credit received, enter the amount the supplier credited, or leave it empty when there was none.
4. Select Close it.

Return statuses

Status	Meaning
Open	Opened, not yet shipped.
Shipped	On its way to the supplier.
Credited, Replaced, Repaired	Closed with that result.
Closed	Closed with no single result.
Canceled	Canceled before it shipped.

Verify

• Procurement > Returns lists the return with its state and credit.
• The unit’s asset history shows Return to vendor.

Next steps

• Assets
• Inventory