Stock Movement - Customer Return

Customer Return Modal

• Complete the Customer Return Modal as required/desired.
  • Click in the Owner box to select or leave as the default -.
  • Click in the Customer box and select the Customer requesting the return. This is a required field.
  • Enter an RMA if you have one.  If  you do not have a RMA, leave this box blank.
  • Click in the Expected completion date box to select a return date.  Leave this box blank if you do not have a date.

• Click Submit.
• Click the blue Customer Return button.

Customer Return Modal

• Complete the Customer Return modal as required/desired.
  • Click in the Stock Item box to select the stock code.
  • Click the the Quantity box to enter the quantity.
  • The location from box is populated with Customer.
  • Click in the Location to box and select Main_Stk. 

IMPORTANT: Only use Main-Stk if the goods will be in a resalable condition.

• Click Submit.

• Continuing adding stock lines as applicable.
• Click the green Awaiting Return button.

IMPORTANT: The stock movement will be at status 'Awaiting Return' until the goods have been returned.

• Click the blue + Print Movement button. and print on PINK paper. File until the goods have been returned.

Return Goods - Received

• Add a note to show that the goods have been received from the Customer.

IMPORTANT: To add a note follow the process Adding History/Notes.

• Put the goods and pink paper onto Lawrence's shelf in Production (or other designated area in non UK offices). The goods will be checked/tested as applicable.
• Checked/tested goods are passed to Stores for restocking.
• The pink paper is returned to Admin.
• Find the Stock Movement on Unity.
  • Click Stock.
  • Select Movements.
  • Enter the Stock Movement number into the Stock Movement box.
  • Click on the SM number.

IMPORTANT: Enter a serial number if this symbol is shown to the right of Complete.

• Click on the symbol to the right of Complete.

 

Edit Stock Movement Item Modal 

• Click in the Serial numbers box 
• Add the serial number.
• Click Submit.

• Click the green Returned button if all items have been returned and inspected.

• Click the orange Confirm button.

 

IMPORTANT: If you have not clicked Returned as only some items have been received, click the Complete box against the correct stock code lines.

• Click the green Completed button once all lines are showing as Status Complete.

 

• Click the orange Confirm button.

• Click the green Completed button.

• Click the orange Confirm button.

IMPORTANT: The status of the Stock Movement has now changed to Complete.

 

Raising a Customer Credit Note

IMPORTANT: Raise  a credit note once the goods have been checked and restocked, a credit note is raised from the Customer Return Stock Movement. Make sure you have anote of the original sales invoice number

• Click Stock.
• Select Movements.
• Click the Movements tab.
• Enter the Stock Movement (SM) number into the Stock Movement filter box.

• Click the + button to the right of Sales Credit Notes.

New Sales Credit Note Modal

• Complete the New Sales Credit Note modal as required/desired
  • Click in the Sales Invoice box and type in the original sales invoice number.
  • The Customer account name will populate automatically.

• Click Submit.

• Click the blue + Add Credit Note Line.

Add Credit Note Line Modal

• Complete the Add Credit Note Line modal as required/desired.
  • The tax rate should automatically show as the tax rate for the Customer.
  • Enter the same sales unit amount per the sales order/invoice you are crediting for the stock item.
  • Leave the Unit Cost blank.

 

• Click Submit.

IMPORTANT: Add further lines to credit as applicable. Email your Manager requesting approval  before posting the credit note.

• Click the green Post button.  This posts the credit note to Quickbooks and can not be undone.

IMPORTANT: Stock is adjusted on the stock movement, the credit note itself does not adjust stock.

Emailing a credit note to a Customer

• Click Sales.
• Select Credit Notes.
• Enter the credit note note in the Doc Number filter box.
• Click on the SC number.
• Click the blue View button to check the credit note.
• Click the blue Email Credit Note button.

Email Invoice Modal (credit)

• Click in the Email box to select a different email address if applicable.
• Edit the Message text if applicable.
• Click Submit.