Process a Vendor Return

Check out the full video tutorial here.

Before creating a vendor return, make sure the item is currently in stock:

1. Products > Manage Products

Then:

1. Navigate to Vendors > Vendor Return > Create Vendor Return

2. Select the vendor

3. Enter the vendor RMA number (Return Merchandise Authorization)

4. Enter the quantity to return

5. Click Process

6. Navigate to Vendors > Vendor Return > View Vendor Returns to confirm the return status (you should see At Warehouse)
   

   

Now ship it out, just like a regular outbound shipment:

1. Navigate to Outbound > Vendor Return

2. Pick, Pack, and Ship the return just like we did when fulfilling a sales order earlier.

When shipped:

1. the vendor return status updates to Shipped
   

   

2. a Pending Credit Memo is created in Vendors > View Bills/Credit Memos
   

   

To finalize the Pending Credit Memo:

1. Select the record

2. Click Create Credit Memo (top right)

That closes the vendor return.