How to Return a Part to the Supplier

Introduction: This page walks you through the process of returning a part to a supplier.

This document contains how to:

  1. Open the “Return Item Process” window
  2. Return the part to the supplier

Open the “Return Item Process” window:

*The process to get to the “Return Item Process” window is the same for each type of part return.

  1. Create a new parts invoice.
  2. Then enter the part and do a negative 1 for the Sold column, and press Tab.
    A “Return Item Process” window will appear for you to select the reason you are returning the part. (See Step 2)
  3. Set the Relieved to -1 to put the temporarily back into Inventory.
    This will increase your inventory by 1 for this part.  Then create your Receiving ticket that will send the part back to the supplier, with a negative 1 Qty Received.  That Receiving ticket will remove the part from inventory.  When you receive the part back from the supplier, create a new receiving ticket to place it back into your inventory.

     

    1. Return the part to the supplier

    There are three options to consider when returning a part to a supplier.

    1. Returning the part to the supplier for a replacement part. 
    2. Returning the part to the supplier to get a credit. 
    3. Returning the part to the supplier, but not getting a credit. 

    *The Return Item Process window will change to:

    **The supplier’s shipping information will default to the “Return To Entity Information”