Returns overviewLast updated on 04/15/2023

The Returns screen includes detailed information about returns in different statuses, including:

• Pending: The returns have been created but no further action has been taken yet.

• Returned: The item has been returned to the vendor. It also shows who returned the item.

• Credit Received: The return moves to credit received when you get the credit back from the vendor on that return. It also shows who received the credit. Note: When a return is in Credit Received status, you can export it.

• Canceled: The return has been canceled, and no items have been returned.

There is a number next to the tab that shows how many returns can be found there.

On the Return screen, you can:

• Create a new return. For more information, see Create, edit, copy, and cancel a return.

• Filter the list using the filtering options above the table. For more, see Filter the returns on the table.

• Use the Search field to find a specific item.

• Organize the table by clicking on a column header.

• Download a return record as a PDF or XLS file. For more information, see Download a return.

• You can email a Return as a PDF to the vendor. For more information, see Email a return.

The Returns screen includes a number of pre-made filters. These let you search by Return Date Range, Return Type, Vendor, Inventory Locations, Reference #, or Created By. Click on a filter type, enter your filter, and click Apply.

When you’re done with a filter, select the filter button again and deselect the filter you applied or click Clear.

For more detailed targeting, you can create your own filter.

1. Click the Filter icon.

2. On the Filter pop-up window that opens, use the dropdowns and fields to set your table filters.

To remove the filter, click the Filter icon. On the Filter pop-up window that opens, click Reset all.

If you need to send a record of your return to your vendor, you can download it in PDF or XLS format and send it as an email attachment or through postal mail.

To download a return record:

1. Go to the navigation bar and click Inventory or Purchasing .

2. From the side menu, select Returns. The Returns screen opens.

3. Click the Pending, Returned, Credit Received, or Canceled tab, then click on the return you want to download. The return record opens.

4. Click the Download icon.

5. Select the format you want, for example, PDF.

The file downloads to your device.

Emailing a return allows you to share information with vendors and have a record of the communication.

Note: The Return is marked as Sent when the vendor receives the email.

To email a return to a vendor:

1. Go to the navigation bar and click Inventory or Purchasing .

2. From the side menu, select Returns. The Returns screen opens.

3. In the Pending tab, click the return you want to email. The return record opens. Note: You can email only the returns that are in Pending status.

4. From the Actions dropdown field, select Send as PDF.

   Tip: You can resend the return email by selecting the Send as PDF option from the Actions dropdown field. The Send Return as a PDF pop-up window opens. Confirm if you need to resend the email.

In the Pending tab, under the Send Status column, you can see whether the return was sent.

• See Create, edit, copy, and cancel a return

• See Return types