The return of goods from the customer takes place in two stages:
- Carrying out warehouse movement (return of goods to the warehouse)
- Creating a credit note
1. Carrying out warehouse movements
To return the goods, go to the Commercial Offer or Order under which the goods were sold.
Let's go to the "Delivery" document:
Click "Return":
Delete the extra lines (if any) and indicate the quantity of the product you want to return, then click "Return":
After that, a warehouse transfer document will be created. Set the quantity of returned goods and click "Confirm":
2. Creating a credit note
We return to the Commercial Offer or Order, under which the sale of the goods took place. We go to the Invoices document:
Click "Add cancellation":
We indicate the reason for the return and the date of creation of the credit note. We click "Return":
We adjust the list and quantity of goods that were returned (if necessary). We confirm the document.
