Sending stock back to a supplier

In order to send stock to a supplier, the stock needs to be in faulty stock first, depending on your situation this can occur automatically when your customer returns an item and you do a swop-out or an RMA for instance. This guide will focus on how to transfer stock to faulty stock if this is needed as well as how to then send the stock back to your supplier.

Transferring the stock to faulty stock

Navigate to the correct window

1. Navigate to Inventory / Stock Transfers / Stock Type Transfers.

Enter the transfer details

1. Enter the transfer date in the Document Date text box.
2. Enter any appropriate remark in the Remark text box.
3. Make sure that the Normal Stock option is selected in the From Stock Type group.
4. Select the Faulty Stock option in the To Stock Type group.

Enter the transfer items

Items with serial numbers

1. Click the Scan button.
2. Scan (or enter) the serial numbers in the Current Serial Number text box.
3. Click the Close button after all the serial numbers have been entered.

Items without serial numbers

1. Enter (or select) the item numbers in the ITEM NUMBER column.
2. Enter the appropriate unit quantities in the QUANTITY column.

Process the transfer

1. Click the Accept button.
2. Specify the print options and click the OK button, or click the Cancel button to close the window without printing.

Send the stock to the supplier

Watch this video to see how to send stock back to a supplier or follow the steps below it.

Navigate to the correct window

1. Navigate to Creditors / Faulty Stock / Send Stock to Supplier.

Enter the return details

1. Enter (or select) the appropriate supplier account number in the Account text box.
2. Enter the return date in the Date text box.
3. Enter an applicable reference in the Supplier Ref No text box.

Enter the returned items

Items with serial numbers

1. Click the Scan button.
2. Scan (or enter) the serial numbers in the Current Serial Number text box.
3. Click the Close button after all the serial numbers have been scanned.

Items without serial numbers

1. Enter (or select) the item numbers in the ITEMNO column.
2. Enter the appropriate unit quantities in the QUANTITY column.

Enter the fault descriptions

1. Enter the appropriate fault descriptions in the FAULT DESCRIPTION column.
2. Enter applicable references in the REFERENCE column.

Process the return

1. Click the Accept button.
2. Enter the required details in the Enter Message window.
3. Click the Accept button.
4. Specify the print options and click the OK button, or click the Cancel button to close the window without printing.