Receipt Return Order

Inventory Management BuildX

Used to import stock from sales return order of customer or delivery notes

Create Receipt Return Order

  • Step 1.  Create approval process for Receiving-Exporting return order ( if necessary) at approval setting.

  • Step 2. Go to Receiving-Exporting return order menu under Inventory module from the left sidebar -> click Add button -> Select Receipt return order
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  • Step 3. In the Add receipt return order page, fill in the required details: 
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    • Related type: Select the reference type: Manual or Sales Return Order.
    • Related data:
      • If "Manual" is selected: select an Inventory Delivery Voucher.
      • If "Sales Return Order" is selected: select a Sales Return Order.
      • Note: Each Sales Return Order can only generate one Receipt Return Order.
    • Order number: Automatically populated with the Inventory Delivery Voucher code if selected. If "Sales Return Order" is selected, this field remains empty.
    • Order date: Automatically set to the current date and time.
    • Customer: Automatically filled based on the selected Delivery Voucher or Sales Return Order.
    • Email/ Phone Number: Automatically populated based on the selected Customer.
    • Date created: Automatically set to the current date and time.
    • Return type:
      • Choose between: Fully – full return; Partially – partial return.
      • This only applies to Inventory Delivery Vouchers.
      • If "Partially" is selected, you can click to 3.png from the Receipt Return Order.
    • Order return number: Automatically generated return document number, based on the prefix setting.
    • Item Detail: Item name and quantity are retrieved from the selected Delivery Voucher or Sales Return Order
    • Reason: Enter the reason for the return (required).
    • Admin note: Enter the admin's note.
    • Return policies information: Automatically retrieved from the predefined content in: Settings -> General -> Receiving - Exporting return order -> Return policies information

  • Step 4. Save the receipt return order
    Save & Send Request button: used to save receipt return order and send approval requests.
    Save button: used to save receipt return order but does not send a request for approval.

  • Step 5. Approving receipt return order( if any)
    After the receipt return order is approved → an inventory receiving voucher is automatically generated. There are 2 cases that will happen. 
    • If in the setting, there is a pre-selected warehouse receives return order, the inventory receiving voucher is automatically approved and import stock to warehouse receives return order.
      4.png
    • If the warehouse receives return order has not been selected in the settings, the inventory receiving voucher is automatically approved, and the system automatically generates a new warehouse. 
      • Case 1: Inventory receiving voucher with no approval process:
      • Case 2: Inventory receiving voucher has an approval process
        You can change to another warehouse at the Edit inventory receiving voucher page -> proceed to approve the inventory receiving voucher.
         

Edit Receipt Return Order

Only update receipt return order with Not yet approved status. 
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Delete Receipt Return Order

Only delete receipt return order with Not yet approved status. 
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Receipt Return Order Detail

Receipt return order can be viewed as PDF, print or download.
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