Table of Contents

Capture a Physical Return and Print a Returns Checking Slip

Thandi Lebeta Updated by Thandi Lebeta

Introduction

Once a Physical Return is scheduled, the distributor or manager returns products to the warehouse. The Warehouse Personnel receives the stock order form from the security and needs to capture a Physical Return transaction.

Responsible Team

  • Warehouse Personnel
  • Security

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

Navigate as follows to get to the correct screen:

Inventory Overview/Physical Returns

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

Process

  1. Select the relevant Return for the Distributor or Manager, you should now land on a screen that looks like this:
  2. Click [EDIT].
  3. In the 'Operations' tab, click on 'Add a line', then capture each returned Product and Quantity as per the stock order form provided.
    When capturing Bulk Deals, the complete Bulk Deal quantity should be captured and not the single quantities within it.
    Sales Tools bags will not be returned, these need to be captured to match the products inside the Bulk Deal (E.g. 2 Towels + 1 Bag =1 Bulk Deal, 1 unit of Bulk Deal) product must be captured.
  4. Click [SAVE].
    The following products should not be added to a Physical Return:
    1. If it's not on last month's pricelist
    2. Sales tools products
    3. Duplicates, i.e. products that already exists within the same Return
  5. Use the 'Print' dropdown and select 'Returns Checking Slip'.
  6. Select the PDF document that appears in your browser downloads and will look like the below:
  7. This Return Checking Slip should be handed to warehouse personnel for counting and checking and then security of Physical Returns in the warehouse.

FAQs

Should I capture a Return under a Manager or Distributor name?
Should I capture a product that is not on last month's pricelist?
 No, products can only be returned if they are on last month's pricelist and should not be captured.
Can I products be added or removed from a Physical Return?
Products should be reviewed before validating, meaning that adding, amending and remove products and quantities can be done.

How did we do?

Schedule a Physical Return

Validate a Physical Return

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