Add a New Return To Supplier

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Note:  This article focuses on the minimum fields required to create a returns to supplier (RTS).

To add a new RTS, click New (Ctrl + N) on the toolbar.  This opens a new blank Return To Supplier screen, on the General tab.

Note:  Depending on your configuration, some fields are automatically populated when selections are made.

General Tab

On the General tab, you have to complete the RTS's administrative information, such as supplier and delivery information.

Details

1. Select the Branch from which the RTS is being sent.
2. Select the Supplier to which the RTS is being sent.
3. The Document Date automatically populates to the current date.  This date can be updated if required.

Order Information

The Order Information automatically populates from the supplier information.  This can be updated if required.

1. Confirm the Email Address to send the RTS to.
2. Confirm the Email PDF Layout for the RTS.

Note:  An Email PDF Layout for an RTS needs to be set up if one is required here.  Depending on your setup, only a Print Layout may be available.

Delivery Information

1. Confirm or update the Delivery/Due Date.

Once done, click Save (Ctrl + S).  This saves the RTS, and a new sequential RTS number is generated in the Return to Supplier No field.  Click the RTS Details tab to continue.

RTS Details Tab

On the RTS Details tab, you have to complete the RTS's product information, such as products and their quantities.

Note:  Add a new line item to the list by clicking the empty cell under Inventory Item.  Depending on your configuration, some fields may be automatically populated when a line item is selected.

1. Select an Inventory item to add to the RTS
2. Confirm the Warehouse where the item is located.
3. Enter the quantity (Qty) or number of items to add to the RTS.
4. Confirm the Unit Price for the item.
5. Confirm the Unit of Measure for the item.
6. Enter the discount percentage (Disc %) for the item to be applied to the RTS, if required.  This discount is applied to the individual line item, not the RTS total.

Note:  A discount can also be applied on the full RTS value, for all items captured.  To do this, the discount is entered in the bottom right corner, in the Summary section.

8. Confirm the Tax Type for the item.
9. The individual line item totals are displayed as exclusive of VAT (Total Excl Tax) and inclusive of VAT (Total Incl Tax).

Repeat the above steps until all the required inventory items are added to the RTS.

Summary

On the Summary section (bottom right corner of the screen), confirm that the RTS totals are correct.

Once done, click Save (Ctrl + S).  This saves the RTS.  You can also press Ctrl + Enter to save and close the RTS.