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> Stock Control / Move and allocate stock / Record stock outgoing / Return to supplier

Return to supplier

About returns to a supplier

You can return rejected stock items that you want repaired or replaced, to a supplier using this activity. This option should only be used when you expect to get the same item back.

The stock items are moved into the Returns warehouse, which is a system reserved warehouse. You cannot access the Returns warehouse.

To check the quantities returned for an item you can prepare a stock status report, or you can view the quantities returned on the Stock Status Enquiry. While the items are recorded in the Returns warehouse they cannot be sold, transferred or written off.

Note: This activity does not update the Nominal Ledger. Nominal postings are not generated as you own the goods and expect the supplier to replace those you intend to return.

To return stock to a supplier

Open: Stock Control > Issues > Return to Supplier.

  1. Select the Stock item.

  2. Enter the details in the following tabs:

    Details
    1. If you are using more than one location to store your stock, select the location where the stock is stored using the Warehouse drop-down list.
    2. Select the supplier to return the item to, using the A/C ref drop-down list.
    3. Enter the Quantity of stock to be issued (up to five decimal places).
    4. Accept or amend the movement Date.
    5. Enter References for the movement (optional).
    Analysis

    1. If required, select the Value for the relevant Analysis codes from the drop-down lists.

      Click New valueto add a value to this analysis code.

      Note: You must have selected Add New on entry when setting up analysis codes in Accounting System Manager.

    2. Enter text into the Memo box if you want to supply supplementary information about the transaction (optional).
    Stocking Levels

    Use this tab to enquire on warehouse stocking levels.

    1. Select the warehouse you want to enquire on using the drop-down list. The stocking levels are displayed.
    2. Click Save or Proceed for batch/serial numbered items.

  3. Record batch/serial numbered items to be returned, if applicable.

    To record batch/serial numbered items
    1. Select the batch/serial numbered items to be returned by selecting the check box to the left of each item.
    2. Batch only: in the New Quantity column enter the amount to be returned expressed in the item's stock unit.
    3. Click OK to save the information.
    Tip:

    When dealing with batch/serial numbered items you can also use:

    • Auto select: The system selects the items for you starting with the first item and continues in the order in which they are displayed until the required quantity is satisfied.
    • Find: To search for batch/serial numbered items.
    • Show details: To view further information such as the item's supplier and goods in details.
    • Refresh: To update the status availability of displayed items when items have been secured by other Sage 200 processes.
See also

Reference

Stock status enquiry

Maintain analysis codes (ASM)

Maintain analysis codes (Stock Control)

Getting started with traceability

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