Overview
A Return is an official document that is created for your vendor when you return an item. Use returns to return items to your vendor if:
Items are damaged
Items are not required any longer and you do not want to store in your warehouse
Incorrect items were delivered
Items that fall under the warranty returns have been given to you by your customer
A purchase order was exported with the wrong information. In this case, you can return the item and create a new similar purchase order with the correct information.
Who uses this feature
Managers
Applies to all business types
Feature configuration
Account configuration is required to use this feature. Please contact Technical Support for details.
To start, click Inventory 
from the navigation bar, then select Returns under Purchase.
Note: If you only have the Purchasing module enabled, the Inventory section in the navigation bar is renamed Purchasing.
Returns screen
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 Returns screen, you can:
Create a new return. For more, see Create and complete 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, see Download a return.
Email a return as a PDF to the vendor. For more, see Email a return.
Filter the returns on the table
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.
Click the Filter
icon.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.
Download a return
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:
Go to the navigation bar and click Inventory or Purchasing
.From the side menu, select Returns.
On the Returns screen that opens, click the Pending, Returned, Credit Received, or Canceled tab.
Click on the return you want to download.
On the return record that opens, click the Download
icon.Select the format you want, for example, PDF.
The file downloads to your device.
Email a return
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:
Go to the navigation bar and click Inventory or Purchasing
.From the side menu, select Returns.
On the Returns screen that opens, in the Pending tab, click the return you want to email.
Note: You can email only the returns that are in Pending status.
On the return record that opens, from the Actions dropdown, select Send as PDF.
Tip: You can resend the return email by selecting the Send as PDF option from the Actions dropdown. 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.
