View Supplier Returns
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George Sutton
Updated : Created :
Page Contents:
Customize the Supplier Returns page
Create and share alternate grid layouts
The View Supplier Returns page enables you to view all Supplier Returns, including Parked or Completed returns.
View Supplier Returns page
Head to the Purchase section, from the main menu, and select Supplier Returns and View Supplier Returns, too see an overview of the Supplier Returns that currently exist in Unleashed.
By default, the View Supplier Returns page is filtered to Parked Supplier Returns.
Header button descriptions
At the top of the View Supplier Returns page, there are two buttons you can select:
- Export: Select to download a PDF, CSV or XLSX copy of the View Supplier Returns page.
- Add Return: This button will direct you to the Add Supplier Return page, to create a new return for a completed Purchase Order.
Filter field descriptions
You can filter the Supplier Returns that populate in the View Supplier Returns page using the filter fields available above the grid layout. Each of the filter fields have been described below:
| Filter field | Description |
|---|---|
| Status | Only Supplier Returns with the selected status will populate; Parked, Completed or All. |
| Supplier Return Number | The free text field will filter Supplier Returns to only show those that include the text advised in a Supplier Return's number. For instance, entering 19 will show all Purchase Orders that include "19" in their return's number. |
| Supplier | The free text field will filter Supplier Returns to only show those that include the text advised in a Supplier's name. |
| Warehouse | Only Supplier Returns that have the selected Warehouse allocated will populate. |
| Printed | Only Supplier Returns that either have or haven't been Printed from Unleashed will populate, depending on the Yes or No options available in the drop-down menu. |
Header descriptions
The Headers available in the View Supplier Returns page provide an overview of the Supplier Returns that's been created. By default, the Headers available in the grid layout are:
| Header | Description |
|---|---|
| Supplier Return No. | The reference number that's been generated for the Supplier Return upon it's creation. |
| Return Date | The date given to the Supplier Return. This initially populates as the date the return was created. |
| Supplier | The Supplier the Supplier Return's been created for. |
| OrderNumber | The order number of the Purchase Order being returned. |
| Warehouse | The Warehouse the Supplier Return has been or id due to be receipted in to. |
| Status | The current status of the Supplier Return. |
| Currency | The Supplier's currency code. |
| Total | The total value of your Supplier Return, in your base currency. |
| Action | Hover on the Action cog to either View, Print or Email the Supplier Return |
Customize the Supplier Returns page
Alongside filtering the View Supplier Return page with the fields available, you can also customize how the Supplier Returns are populated in the grid.
- Sort By Header: Click on the Header to sort the Supplier Returns in ascending or descending order, based on that header's detail. When selected, the header will show an icon to describe the sorting applied:
- Descending: a down arrow icon will show next to the Header title
- Ascending : an up arrow icon will show next to the Header title
- Group by Header: Drag and drop the Header in to the grey space above the other headers, to group the Supplier Returns by the top Header details. For instance, if you were to drag and drop the Supplier header, the View Supplier Return page will consolidate the Supplier Returns into Supplier groups that can be expanded or minimised for further review.
- Adjust Header columns: Drag the edges of each Header to change the width of each Header's column.
- Move Header columns: Drag and drop a Header along the Header line change it's placement within the grid's layout.
Hidden Columns
There are additional Headers available to include in the View Supplier Returns page's grid, which can be found and added from the Show Toolbar tab's Hidden Column. Drag and drop the header from the Hidden Columns pop-up window, into your grid's layout to populate the column in your grid.
The additional Headers available in Hidden Columns are:
- Printed
- Supplier Code
- Supplier Email
- Supplier Ref
Create and share alternate grid layouts
If you've sorted and grouped your layout into the perfect view, save it for future use or share with other users in your team using the Show Toolbar options:
- In the View Supplier Returns page, select the Show Toolbar on the far right.
- Select New, provide a name for your custom layout and Add.
- Once added, the layout will be saved to your user profile and will be available to select in the Grid Layout drop-down menu.
- To make the layout a default view, tick the Default checkbox.
- To make the layout available for other users to use, tick the Shared check box.
- Make updates and amendments to the layout at any time, just click Save to apply those changes.
- If the layout's no longer needed, select Delete to remove it.
NOTE: Shared layouts cannot be Defaults to another user's profile. If another user wants to use your Shared layout as a Default they just need to follow the below steps:
- In View Products, select Show Toolbar.
- Go to the Grid Layout drop-down menu and select the layout they want to make their default.
- Once the layout's shown, select New.
- Advise a new Grid Layout Name, unique to the user and click Add.
- Select the newly added Grid Layout in the drop-down menu, then tick the Default checkbox.
NOTE: Any changes made to a Shared layout will not apply to any layout another user's saved as their own.