You can create a sales return for both Material Shipment and Direct Shipment. It is mandatory for an item to be either shipped or partially shipped.
When an item has been shipped or partially shipped, immediately the Item quantity decreases in the Item’s Inventory.
After being shipped, the On Hand Quantity is 95 and Available Quantity is 84.
Consider a customer has canceled a shipped product. The cancellation can be recorded in the Sales Returns App.
- Login to your Apptivo account and select Sales Returns App from the Supply Chain category in the App Header.
- In the Sales Returns App. Select Create to add a new sales return.
- This page is divided into three sections:
- Sales Returns Information
- Products/Items Returns
- Summary Section
Sales Returns Information
- In the Create Sales Return page, record the Sales Return Date and Sales Return Type.
- In the Sales Return Type, select Shipping from the dropdown and add the Shipping # of the item to be canceled.
- It is also mandatory to choose to which Warehouse the goods are to be returned.
- Apart from this, you can add other information related to the return like Reason for Return and status.
Products/Items Returns
- Once the shipping number is selected, the item added in the shipping App will be pulled into the Products/Items table.
- Add the Item rate. You must also add the item quantity for the return. It can be either the complete items shipped or a part of the total quantity.
- The price will be calculated automatically once the item quantity is added.
Summary Section
- From the Summary section, you can track the total price including the tax and discount rate.
- On selecting Create, a new Sales Return is created.
- Approve the Sales Return by changing the status to Approved.
- Only when a Sales Return is Approved, it will be recorded in the Inventory of the Item. Here, the available quantity and the On Hand Quantity is increased as 5 items are returned to the warehouse.
