How to Return Goods to Supplier

Purchase Entries can be made by following

• Procurement -> Goods Return Ad-hoc (Without any reference)

• Navigate to Goods Return and create a new Document
  • Procurement – Transaction – Goods Return
    
  • A list will appear when you click on Goods Return which shows by default recently made documents, filter option is available for old records
    • List
      
    • Filter
      
    • Print / View or Edit
      To print, view or edit a document click on the Document No
      • A new interface appears which is view of Document with all details, there is a toolbar on top with action buttons such as EDIT, PRINT & APPROVE
        
    • Please note a document is editable until it is not approved, an approved document is not editable
  • Create a Return
    • Click on New Goods Return
      • Enter Reference Date and Reference No which can be Bill / Reference Details of Supplier Document etc.
    • Select Vendor
    • If it is a foreign currency (overseas) vendor, please check and edit Exchange Rate, to edit exchange rate use Pencil icon next to Ex Rate.
    • Be cautious about Formula
      At time of implementation Animo RETAIL configure multiple formulas as per requirement as some may have VAT/GST and some may not have it, some Tax Calculations may consider Additional Charges such as discount and freight too and some may not, so choose it wisely.
      
    • Item Information
      
      • Scan a barcode 
      • Item Help or Search by Article, incase barcode is not available.
      • There are some other options like
        • Excel Upload –
          • Excel Sheet with columns
            Barcode , Quantity , CostRate, SalePrice
          • Excel Sheet with columns
            Barcode, Quantity
    • Scanned Item will appear in Grid
      
      • Change the Quantity
      • Change the Rate (if overseas, enter foreign currency rate and system calculates and put rate as (Rate in Vendor Currency) * Ex Rate
      • If required change RSP and Listed Price (MRP)
      • Discount on Item Level, recommended to use only if for every item there is a different discount to be applied
      • Tax Calculation will be done automatically by system
    • Once all items are scanned scroll down to summary block and enter additional charges as per requirement
      
      • any of these charges can be entered as amount or % To edit the charge click on Pencil icon
        
      • Do note if Discount is edited here it will impact on all items and override discount entered on Item Level.
  • Verify if all information is filled correctly save it
    
  • Once you click on OK it will redirect to Goods Return list

Need more help?
If you have questions or need further assistance, feel free to create a ticket https://animoretail.raiseaticket.com/ or browse our other help articles.