Goods Returned: Creating and Editing Transactions

How to Update Multiple Goods Returned Transactions

1. Display a list of Goods Returned transactions.

2. Click Action (button) > Batch Update.

3. Select an option from the Batch-Update dropdown list and fill in the required information:

3. • Status: Select a Status from the dropdown list of statuses.

3. • Reference: Type a Reference in the provided block.

3. • Category: Select a Category from the dropdown list of categories.

3. • Entity: Select an Entity from the dropdown list of entities.

4. Click Update (button).

How to Update Multiple Goods Returned Items

1. Display a list of Goods Returned Items.

2. Click the Items to change (use ctrl + left click to select multiple items).

3. Click Action (button) > Batch Update.

4. Select an option from the Batch Update dropdown list and fill in the required information:

4. • Assign to: Select a User from the dropdown list of users.

4. • Credit: Select a Ledger Account to Credit (e.g. Stock on Hand).

4. • Debit: Select a Ledger Account to Debit (e.g. Cost of Sales).

4. • Department: Select a Department from the dropdown list of departments.

   • Due Date: Select a due date and time from the adjacent calendar and time chooser.

   • Lead Days: Type the number of lead days in the adjacent block.

4. • Qty: Type the Quantity of goods returned in the adjacent block. 

   • SM No.: Type the Service Manager ticket number in the adjacent block.

   • Start Date: Select a start date and time from the adjacent calendar and time chooser.

4. • Status: Select a Status from the dropdown list of statuses to change the items' statuses. 

4. • Unit Cost: Type a Unit Cost in the provided block.

4. • Unit Price and /Qty:  Type a Unit Cost in the first block and the quantity included in the unit cost in the second block.

4. • VAT: Select a Default VAT Type in the first block and/or whether the price Includes (Inc) or Excludes (Exc) VAT in the second block.

5. Click Update (button).

How to Create a Goods Returned Transaction from Scratch

1. Navigate to  Goods Returned.

2. Click New (button).

3. Complete the header information as follows:

   1. Date = Select a Date from the calendar dropdown list (defaults to today).

   2. Reference = Type a Reference.

   3. Note = Type a Note.

   4. Category = Select a Category from the dropdown list of categories (if applicable).

4. Fill in the item section by selecting option1, 2, 3 or 4:

   1. Select this option to manually add items one at a time:

      1. 1. Select a Category in the block next to Add (Popup) that displays Search.

         2. Select an Item in the dropdown list next to the Category.

         3. Enter the Quantity in the Qty block.

         4. Click Add (button).

         5. Edit or enter the Unit Price.

         6. Edit or enter an Adjustment: Type a negative percentage to reduce the price (discount), or a positive percentage to increase the price (surcharge).

   2. Click Add (Popup) (button) > Copy Items from Sales Orders: Select this option to copy items from a linked Sales Order.

   3. Click Add (Popup) (button) > Copy Items from Work Order: Select this option to copy items from a linked Work Order.

   4. Click Add (Popup) (button) and select Items to display a list of items.

      1. 1. Click View (button) to generate a list.

         2. Click the item(s) to add and click Add (button).

5. Repeat Step 4 to add more items and/or right click an item and select Copy Item from the context menu (edit the copied line as needed).

   2. 1. 2. • Note: To remove an item, right click the item and select Delete Item from the context menu.

6. Click Save (button).

How to Create a Goods Returned Transaction from a Goods Issued Transaction

ℹ️ A Goods Returned transaction can also be created from a list of Goods Issued transactions (List View) by right clicking a Goods Issued entry and selecting the option from the context menu.

1. Edit or create a Goods Issued transaction.

2. Click Save (button).

3. Click Actions (button) > Copy to Goods Returned.

4. On the popup accept or edit the Status changes to the Goods Issued transaction:

   1. Header = Select a different Status from the dropdown list or click the no-editing button (pencil with a line through it) to leave the Status unchanged.

   2. Items = Select a different Status from the dropdown list or click the no-editing button (pencil with a line through it) to leave the Status unchanged.

5. Unselect (click) any items you do not want to copy.

6. Adjust the quantities to reflect the Goods Returned: overtype the numbers in the Qty column.

7. Click Copy (button).

7. • Note: The Goods Returned transaction will be created. It will be opened if the Open new Transaction checkbox has a checkmark in it (bottom left corner).

How to Edit a Goods Returned Transaction

1. Navigate to Goods Returned.

2. Click Menu (button) > Transactions or click Menu (button) > Items.

3. Apply any of the Filters.

4. Click View (button).

5. Double-click a Transaction or Item that has a Status of Pending or Active to open it (or right click and select Open Transaction from the context menu).

6. Make any changes.

7. Click Save (button).

7. • Note: To edit a transaction with the Status of Complete, open the transaction and change the Status to Active.

How to Add an Attachment or Link to a Goods Returned Transaction

1. Create or edit a Goods Returned transaction.

2. Click Actions (button) > Add Attachment/Link.

3. Type a Description in the block below Description.

4. Select a Type from the dropdown list below Type.

5. Paste a URL in the block or click menu (...) to browse the file on your local or cloud server.

6. Select the Item to link to from the dropdown list below Transaction Item.

7. Click Save (button).

8. Click Close (button).

How to Update a Linked Goods Returned Transaction

1. Create or edit a Goods Returned transaction.

2. Click Actions (button) > Update Transaction and select an option:

   • Update Transaction from Setups: If any information (e.g. the unit price) was changed on the item's setup, it will be applied to the transaction.

   • Add all items from IGI xxx: Appears when the item was created from a Goods Issued transaction. This option will include any items that were not selected at the time the Goods Returned transaction was created (where xxx is the Goods Issued Number).

   • Update items from IGI xxx: Appears when the item was created from a Goods Issued transaction. This option will update the Goods Returned transaction with any changes made to the copied items on the Goods Issued transaction (where xxx is the Goods Issued Number).

   • Update the 'From' Transaction: Allows you to select a different Goods Issued transaction as the source document (type in the number of the document).

   • Link Transaction to an SM: Will link the transaction to a Service Manager Ticket.

   • Reset Transaction Flow: Unlinks the current transaction from the rest of the linked transactions.

How to Reorder the Line Items by Group

1. Create or edit a Goods Returned transaction with multiple line items.

2. Use the Field Chooser (*) to display the group and subgroup columns if it is not displayed.

3. Enter a group and subgroup (optional) name for each item.

4. Click Actions (button) > Order Items by Group. 

3. • Note: You can manually reorder line items by right clicking the line and selecting Move Up or Move Down from the context menu.

How to Update Multiple Items on a Goods Returned Transaction

1. Create or edit a Goods Returned transaction with multiple line items.

2. Select the Items you want to change.

3. Click Actions (button) > Batch Update.

4. Select an option from the Batch Update dropdown list and fill in the required information:

4. • Status: Select a Status from the dropdown list of statuses to change the Item's Statuses. 

4. • Adj %: Type a % to change the Adjustment percentage.

4. • Qty: Type the Quantity of goods returned.

4. • VAT: Select a Default VAT Type in the first block and/or whether the price Includes (Inc) or Excludes (Exc) VAT in the second block.

4. • Group: Type a name for the Group.

   • Subgroup: Type a name for the subgroup.

4. • Resolve: Select a Resolve option from the dropdown list.

4. • Check in: Select a Date and Time to set a check-in / or click Delete to delete the Check-in Date and Time.

4. • Check out: Select a Date and Time to set a check-out / or click Delete to delete the Check-out Date and Time.

4. • Debit: Select a Ledger Account to Debit (e.g. Stock on Hand).

4. • Credit: Select a Ledger Account to Credit (e.g. Cost of Sales).

4. • Location: Select a Location from the dropdown list of locations.

4. • Department: Select a Department from the dropdown list of departments.

4. • Unit Price: Type a Unit Price in the block.

4. • Start Date: Set a Start Date by selecting a Date from the popup calendar in the first block and adjusting the Time in the second block.

4. • Due Date: Set a Due Date by selecting a Date from the pop-up calendar in the first block and adjusting the Time in the second block.

   • Lead Days: Type the number of lead days in the adjacent block.

   • SM No.: Select a Service Manager ticket number from the dropdown list.

5. Click Update (button).

Related Topics

• Goods Returned Tutorial: View Goods Returned Transactions, Customise Views, Print, Export and Email Reports

• Reference: Goods, Issued, Received, or Returned