Table of Contents

Validate a Virtual Return

Thandi Lebeta Updated by Thandi Lebeta

Introduction

Once security has verified the Returns Checking Slip against the stock order form, this is then handed back to the Warehouse administration team to update the stock back into the warehouse location on Odoo.

Responsible Team

  • Security
  • Warehouse Administration team

Navigate to your Odoo dashboard and click on this application: Inventory

Navigate as follows to get to the correct screen:

Inventory Overview/Virtual Returns

On the search bar at the top, type in the Distributor's or Manager's name you are looking for, you should now land on a screen that looks like this:

Process

  1. Select the relevant Virtual Return for the Distributor or Manager, you should now land on a screen that looks like this:
  2. Click [EDIT]
    1. If products exists on the Returns Checking Slip and is marked as not found on the Stock Order Form, set the product quantity to 0.
    2. If a product's quantity on the Virtual Return does not match the checked quantity on the Returns Checking Slip, the 'Done' column should be updated with the actual quantity that was checked.
    3. If a product was checked on the Stock Order Form but not captured on the Virtual Return, security should alert the administration team by writing the product on the Returns Checking Slip. This should then be added to the Virtual Return and can be done by capturing the checked products.
  3. Once all products have been verified and the Virtual Return is complete, click [VALIDATE] to bring the products into warehouse stock.
    Once Virtual Returns are validated, warehouse stock would not be changed by the quantities of these products, as they are not physically returned.
  4. This Virtual Return is now ready for the Credit Note and Re-Invoice to be created.

FAQs

I am receiving an error message relating to products not being on last month's pricelist, why am I receiving this error and what action should I take?
Products that are not on the prior month's pricelist cannot be returned and therefore should not be captured, if these are captured, they will cause the above mentioned error and you should click 'EDIT' and delete the item by selecting the trash can on the right hand side of the product row.
I'm receiving an error that a product on the Physical Return reflects an error that it's not on a pricelist, what should I do?
Contact ICT to direction you on how to remove the error. This can be done on Odoo by logging an issue, please refer to 'Additional Help' or alternatively try this link: How to log an issue in Odoo 

How did we do?

Capture a Virtual Return and Print a Returns Checking Slip

Issue a Distributor Credit note and Re-Invoice

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