Returns (RMA)
Log customer returns, receive goods back into stock and finish with a credit note or replacement.
ERP → Returns tracks goods coming back from customers.
Steps
- Request — choose the customer, optionally the invoice, and the items and quantities being returned, with a reason.
- Approve — an admin approves or rejects the return.
- Receive — record what arrived and its condition. You can receive in parts. Items in sellable condition go back into stock automatically; items marked damaged or defective are recorded but not restocked, and so is anything with restocking switched off.
- Finish — raise a credit note for the returned value (needs Accounting), or mark the return replaced if you sent new goods instead.
- Close the return.
Each return shows its credit note and status, and the figures at the top of the page filter the list.
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