In QuickEasy BOS Enterprise, there are functions to issue, receive and return inventory. Inventory might be received as raw materials or finished goods. Inventory can also be manufactured where the individual material items are issued and the completed item is received.
Although inventory can be issued and received, it can also be returned. For example, customers can reject an order and return the goods. During the manufacturing process, off-cuts or unused materials used can also be returned to inventory.
This tutorial focuses on inventory returns, known as Goods Returned. It will explain how to view, customise, and create Goods Returned transactions.
This tutorial is divided into two pages:
Page 1: This page: View Goods Returned Transactions, Customise Views, Print, Export and Email Reports.
Page 2: How to edit, update and create Goods Returned transactions.
Navigation: Main Menu > Items > Goods Returned.
Table of Contents
Navigate to Goods Returned.
Click Menu (button) > Transactions.
Apply any of the Filters.
Click View (button).
ℹ️ This display is a summary of the Goods Returned transactions. To change the Summary, change the Filters on the list of Goods Returned transactions.
Navigate to Goods Returned.
Click Menu (button) > Summary.
Click View (button).
Navigate to Goods Returned.
Click Menu (button) > Items.
Apply any of the Filters.
Click View (button).
Navigate to Goods Returned.
Click Menu (button) > Board: Status, or
Click Menu (button) > Board: Due Date.
Click Menu (button) > Board: Condensed View to hide or show the transaction details like due dates.
Click View (button).
Display the Goods Returned Board.
On the top row, there is a number in the block between All Due and Columns:
Increase that number to make the column wider.
Decrease that number to make the column narrower.
You can overtype the number or use the arrows on the number.
ℹ️ This procedure sets the view for when you first open Goods Returned.
Navigate to Goods Returned.
Select any one of the displays (as explained above: Transactions, Items, Summary, or Board).
Click Menu (button) > Set Default View.
ℹ️ This process lets you customise filters for the Goods Returned display screens. This feature is only available when viewing Transactions or Items.
Navigate to Goods Returned.
Click the arrow on View (button) and click the Filter you want to modify.
Click the arrow on View (button) > Actions > Add, type in a Filter you want to add in the block (e.g. Today) and press Enter.
Note: This function will add the filter at the bottom of the list of filters, and add it to the filter you chose in Step 2.
Navigate to Goods Returned.
Click the arrow on View (button) and select the Filter you want to delete.
Click the arrow on View (button) > Actions > Delete.
Confirm the deletion on the popup.
Navigate to Goods Returned.
Click the arrow on View (button) and select the Filters you want to apply by default.
Click the arrow on the View (button) > Actions > Set Default.
Display a Goods Returned Summary.
Click Customize Chart and change the settings:
Series (tab): Click the months to include or exclude them (a checkmark = included).
Series (tab): Select a month to sort the list by from the dropdown list.
Data Groups: Unavailable.
Options: Select a position and alignment for the Legend, Title, and Toolbox.
Options: Click Value Hints to show or hide the hints (a checkmark = shown).
Click Column Diagram and select a different Chart Type from the pop-up list of available charts.
Note: Not all charts will work with the data. If no chart is displayed, please choose a different chart.
ℹ️ The same list of summaries is available from the Menu (button) of a Goods Returned transaction (i.e. when you are editing or creating the transaction).
Display a list of Goods Returned transactions.
Right-click any entry, click Summaries on the context menu and select one of these options:
Linked Transactions
Outstanding
Audits
E-mails
ℹ️ There are additional options to view the Item Summary, Note, and Dashboard from the right-click context menu when editing or creating a Goods Returned transaction.
Display a list of Goods Returned transactions.
Right-click any entry, and click an option on the context menu:
Open Transaction: Opens the Goods Returned transaction.
Open Transaction Dashboard: Opens a Dashboard displaying information like an Audit Trail, Cost Summary, and a list of Linked Transactions.
Open Notes & Attachments: Will open any Notes and Attachments to the right of the Goods Returned display.
Note: The Notes and Attachments are also displayed on the Transaction Dashboard.
Navigate to Goods Returned.
Display a list of Transactions or Items.
Click Menu (button) > Email Excel to open your default email template with the list attached in .xlsx format.
Navigate to Goods Returned.
Display a list of Transactions or Items.
Click Menu (button) > Export Grid and choose a save location for the .xlsx file on the server.
Display a list of Goods Returned transactions.
Click the applicable transaction.
Click Output (button).
Display a Goods Returned Summary.
Click Output (button) > Email Excel to open your default email template with the summary attached in .xlsx format, or
Click Output (button) > Export Grid to choose a save location for the .xlsx summary.
Display a Goods Returned Summary.
Click Output (button) > Print Chart.
Select Save, or Print from the pop-up options.