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Capture a Virtual Return and Print a Returns Checking Slip

Thandi Lebeta Updated by Thandi Lebeta

Introduction

When a distributor or manager has unsold products for the prior trading month, they email the stock order form with a list of these products to returns@bbb.co.za. These products remain in the possession of the distributor or manager for the current month. The warehouse administration team then captures a virtual return transaction after printing the Stock Order form.

Responsible Team

  • Warehouse Administration
  • Security

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

Navigate as follows to get to the correct screen:

Inventory Overview

You should now land on a screen that looks like this:

Process

  1. Select Virtual Returns.
  2. Click [CREATE], you should now see this screen:
  3. Enter the Distributor's or Manager's name in the 'Received from' text field.
  4. Enter a Scheduled Date, this date defaults to today's date, but can be changed to a future date if the merchandise has not been returned yet.
  5. In the 'Operations' tab, click on 'Add a line', then capture each returned Product and Quantity as per the stock order form sent.
    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.
  6. Click [SAVE].
    The following products should not be added to a Virtual 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
  7. Use the 'Print' dropdown and select 'Returns Checking Slip'.
  8. Select the PDF document that appears in your browser downloads and will look like the below:
  9. This Return Checking Slip should be handed to Security for counting and checking against the stock order form.

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