Setup Example – Goods Returned (Suppliers)
Goods Returned – Suppliers (transactions) record stock returned to suppliers. They are created by copying a Supplier Debit Note.
This Transaction Type does not update accounting and only manages inventory. The Supplier Debit Note reserves the stock, and Goods Returned – Suppliers issues the stock, which removes it from inventory.
💡This page provides an example of a Transaction Type setup for goods returned to suppliers.
In this example, the transactions are not posted to the ledger.
Unlike the Goods Returned Transaction Types for customers and production, which receive stock back into inventory, this Transaction Type issues stock. See Setup Example – Goods Returned (Customers) and Setup Example – Goods Returned (Production).
Header
- Description: Goods Returned – Suppliers
- Code: GT SUPP
- Entities: All
Settings (tab)
- This section lists the compulsory and optional settings that can be used to customise Goods Returned – Suppliers transactions.
- Settings with Default as part of the name can be changed when capturing a transaction.
| Setting | Description | Value | When Required |
|---|---|---|---|
| Accounting > Pricing | Select a pricing option from the dropdown list:
| Supplier Price | Always |
| Defaults > Default – Data Filter | The default filter when you view a list of transactions for the Transaction Type. The options are:
| Select an option from the dropdown list. | The default filter is:
|
| General > Add Items from the following Categories | Limits the items that can be added to those in the selected categories. Click Edit in the Value column and select the categories. | Click Edit. Move the categories from the Available to the Selected section to include them. Move the categories from the Selected to the Available section to exclude them. | If you want to limit the items that can be added. |
| General > Enable Company | Select what type of company should be in the header:
| Suppliers (All) | Always |
| General > Enable Entities | Select an option from the dropdown list:
| Branch | If you want to allocate transactions to a branch. |
| General > Enable Staff | Select how transactions are assigned:
| Select the applicable option from the dropdown list. | If you want to allocate the transaction to a staff member. |
| General > Reference Lookup | Enter Reference lookup lists. | Click the Value column and enter the lookup entries, one per line. Check the Auto Height box to show the full lookup list. | If you want staff to select a reference from a lookup list instead of entering one. |
| Inventory > Default – Inventory Location (Transactions) | Select a default inventory location for the Transaction Type. (Inventory locations are created under Entities.) | Select a location from the dropdown list. | If you want to specify a default location. |
| Inventory > Enable Resolves | Specify what must happen to inventory items. The options are:
| Issue | Always |
| Mobile > Enable in Mobile App | Checkbox. If checked, the transaction can be accessed from the mobile app. | Check the box. | If you want to manage the transactions from the mobile app. |
| Transaction Items > Enable Adding Items | Specify which type of items can be added to a transaction. The options are:
All the buttons to add items still appear. A disabled feature shows an error message when clicked. | None | Always |
Statuses (tab)
- You may create an unlimited number of statuses.
- However, there are only four Status Groups:
- Pending
- Active
- Complete
- Cancelled
- The first status should allow editing.
- The final status should ideally not allow editing.
- If the setting Accounting > Enable Accounting is checked, at least one status should have the Accounting column checked.
- If inventory is used, at least one status should have the Inventory column checked.
- If editing is allowed when the inventory or accounting columns are checked, any accounting or inventory reports should be considered provisional.
Categories (tab)
- Use categories to sort records.
- The categories you choose should be meaningful to your business.
- Using categories is optional but recommended.
- Categories can be copied from another Transaction Type. The existing categories are replaced by the copied categories.
This example has no categories. If you want to sort your Goods Returned – Suppliers transactions (e.g. by reason for the return, such as damaged goods, incorrect items or short delivery), create your own categories. Goods Returned – Suppliers transactions are created by copying Supplier Debit Notes, and the category is copied with them. You can change the category on a copied transaction, but it is easy to forget. It is therefore best to use the same categories as the Transaction Type they are copied from. See Transaction Categories Tutorials.
Copy Rules (tab)
- Copy Rules determine when transactions may be copied.
- Although two transactions are involved in the copy, you only need to create one Copy Rule.
- User access must be set for each Copy Rule.
- You can automate copying transactions by selecting a Trigger status.
No Copy Rules. Most inventory transactions end the transaction flow, so they are not copied to other transactions.
Goods Returned – Suppliers transactions are created automatically, from the reserved items, when a Supplier Debit Note is set to Complete (see the Supplier Debit Notes Copy Rules).
Output Templates (tab)
- Output Templates are the forms you need to print, preview or email a transaction (e.g. invoices).
- Default templates are included. They automatically show your company name, logo and bank details, as filled in on the Output tab of a registered entity.
- You may edit these templates to include or exclude information.
- You may also create your own forms and templates from scratch.
