Supplier Return Reasons
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George Sutton
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Within Unleashed, any Supplier Return created must have a "Supplier Return Reason" selected for each line being credited or returned to a Supplier. Supplier Return Reasons can be used to identify why Supplier Returns are being processed against your Purchases. They help to further manage your business's transactions, providing transparency and an auditable trail of processes completed.
To provide flexibility and accurate Supplier Returns, you can create custom "Supplier Return Reasons" specific to your business and apply them at a product line level. From the main menu navigate to Settings, Systems and click on Supplier Return Reasons to create, manage or delete them.
Add Supplier Return Reasons
To create a custom Supplier Return Reason:
- From the main menu, go to Settings, Systems and click on Supplier Return Reasons.
- Type in the new reason in the *Supplier Return Reason field.
- Click the Add button.
Manage Supplier Return Reasons
Once a Supplier Return Reason's been created, it can be applied to new and open Supplier Returns. But you also have the option to update the Supplier Return Reason's name at any time or delete it if it's no longer in use or needed.
Edit Supplier Return Reasons
If a Supplier Return Reason's name is amended, the updated name will also to all Supplier Returns already generated with that reason allocated.
To update an existing Supplier Return Reason's name;
- From the main menu, go to Settings, Systems and click on Supplier Return Reasons.
- Click on the Supplier Return Reason's name and it will open an editable field.
- Make the required changes, then hit Enter on your keyboard or click away from the field to save the update.
A Supplier Return Reason can only be deleted if it has not been applied to an existing Supplier Return. If the Supplier Return Reason is not allocated to a transaction you can delete it by clicking on the bin icon displayed in the "Delete" column of the Supplier Return Reason page.
If there is no bin icon available for the Supplier Return Reason, it cannot be deleted as it's being used on a Supplier Return.
Use Supplier Return Reasons
When processing a Supplier Return, use the Reason column per line to provide a reason as to why the purchased stock or value's being returned to a Supplier:
- Open a Parked Supplier Return.
- Use the Reason drop down per product line and select a reason for the product's return.
- Click Save or Complete.
Report on Supplier Return Reasons
To review your Supplier Returns by Supplier Return Reason, use BI Vision's Purchase content:
- From Unleashed's main menu, go to Business Intelligence and select Purchases.
- Go to the Vision tab.
- Select the Supplier Return Value widget.
- Scroll down to the Return reason ranked by Supplier Return Value tile.
For more details on using BI Vision, see BI Vision (pay-to-use module).