setup up stock credit return order

Paul McFarlane
Paul McFarlane Member Posts: 9
edited February 2020 in Reckon Accounts (Desktop)
How do you do stock return orders in enterprise..??

Comments

  • Shane_6461899
    Shane_6461899 Reckon Staff Posts: 339 Reckon Staff
    edited February 2020
    Hi Paul,

    Can you please explain what a stock return order is?  Is this when a customer is returning stock and getting a refund from you, or are you returning stock to your supplier and getting a refund, etc?

    Regards,
    Shane.
  • Paul McFarlane
    Paul McFarlane Member Posts: 9
    edited January 2014
    Hi Shane

    Returning incorrectly supplied or damaged stock back to the supplier for a credit.
    They need an RA number from me as well I need to be able to track returns easily..
    Its needs to contain there invoice number as well as purchase price.
    It would be really handy if it could automatically display all invoices for the item your looking to return as some items are supplied with serial number and varying purchase price..
    Sometimes the same item may be purchased from 3 different suppliers..

    regards Paul


  • Shane_6461899
    Shane_6461899 Reckon Staff Posts: 339 Reckon Staff
    edited February 2020
    Hi Paul,

    This would be done by using a Bill Credit (go to Enter Bills and select Credit at the top of the screen).  It will take the items out of your stock and give you a credit for that amount against that supplier which you can use at a later stage.

    Regards,
    Shane.
  • Paul McFarlane
    Paul McFarlane Member Posts: 9
    edited January 2014
    Hi Shane

    I actually require the procedure prior to this.
    The supplier requires a goods returns order from us to arrange for collection of goods.
    Once goods have been recieved  by the supplier they then issue a credit note..
    A returns order is similar to a  purchase order.
    This is then submitted to the supplier with the following information 
    Returns Order Number
    Invoice No. goods were supplied on.
    Quantity being returned
    Invoiced price
    Total amount of claim
    Reason for return..

    regards Paul

  • Shane_6461899
    Shane_6461899 Reckon Staff Posts: 339 Reckon Staff
    edited February 2020
    I see what you mean, unfortunatly this feature does not exist in the software.  It is a good idea however so I have passed this idea onto the developement team for review in a future release.  If you have an other ideas to improve the software you can find "Suggest New Features" under the help menu.  Any suggestions you make here go to the developement team for review in future releases.

    Regards,
    Shane.
  • Paul McFarlane
    Paul McFarlane Member Posts: 9
    edited January 2014
    Would you have a suggestion in the interim??

  • Zoe Rickard
    Zoe Rickard Member Posts: 20
    edited April 2016
    Hi Paul, 

    You could set up a template in excel, it would be a manual process, but you could copy and paste part numbers/descriptions/prices from Reckon Accounts to the excel template. It would depend on how many you complete as to the feasibility of this option. 

    You could then save a copy of each template for your own reference. 

    Kind Regards, 

    Zoe
    e: zoe@calculation.com.au
  • Shari Hancox
    Shari Hancox Member Posts: 1
    edited October 2017
    has there been an update since this?

This discussion has been closed.