Introduction to the Returned Goods Register in Standard ERP

The Returned Goods register allows you to manage Customer returns. Each time a Customer returns goods that you have delivered, you should add a new record to the Returned Goods register to manage the process.

The difficulty with the returning of goods to stock is to establish the actual value of the goods being returned. The purpose of the Returned Goods register is to allow you to record values that are as accurate as possible. The Original Cost on Returned Goods option in the Cost Accounting setting will help you achieve this. For example, if you are using the Queued Cost Model (FIFO or LIFO) Cost Model, you should receive the Item back into stock with the same value as when you delivered it. If you are using the Weighted Average or Cost Price Cost Models, the Weighted Average or Cost Price may have changed in the time between delivery and return.

When you mark a Return as OK and save, the stock levels of the Items in the Return will be updated accordingly. In addition and if so defined in the Sub Systems setting in the Nominal Ledger and in the Number Series - Returned Goods setting, a Nominal Ledger Transaction will be generated automatically to update the stock valuation in the Nominal Ledger. If the Customer requires a replacement unit, you can then issue another Delivery from the Sales Order. If you need to issue a Credit Note (if you have already issued an Invoice and the Customer does not require a replacement), you can do so from the Returned Goods record or from the original Invoice.

To open the Returned Goods register, ensure you are in the Stock module and click (Windows/macOS) or tap (iOS/Android) the [Registers] button in the Navigation Centre. Then, double-click or tap 'Returned Goods' in the resulting list. The 'Returned Goods: Browse' window will be opened. Returns will normally be listed in number order, with the Official Number and the Return Number of each Return being shown in the left-hand columns, followed by a tick if a Return has been marked as OK, the Date, Location, originating Order Number, Customer Number and Name and Comment. As in all browse windows, you can re-sort the list and search for particular records.

Please refer now to the following pages:


Go back to: