Return after goods received

Posted2025-03-06

Updated2025-03-06

Byadmin

Step 1: Access the Receive Return Menu

Expand the Receive menu on the left-hand side and click on Receive Return to open the Receive Return Management section.

Step 2: Open the Add New Form

Click the Add New (+) button located at the top-right corner of the Receive Return Management screen to open the Receive Return Information form.

Step 3: Fill in the Receive Return Information

Return Type: Select either Credit Note or Debit Note based on the return transaction type.
Return Date: Enter the date of the return transaction.
C/N Date (if Credit Note is selected) or D/N Date (if Debit Note is selected): Enter the date of the credit or debit note.
From Location (for Credit Note) / To Location (for Debit Note): Select the location associated with the return.
Currency: Choose the currency for the transaction.
VAT: Select the applicable VAT rate.
Supplier: Choose the supplier related to the return transaction.
Payment Term: Select the payment term for the return.
Due Date: Enter the due date for the return transaction.
Exchange Rate: If applicable, enter the exchange rate for the selected currency.
Return Remark: Add any necessary remarks regarding the return.

Step 4: Add Return Details

Switch to the Details tab to add items related to the return.

Click + Invoice to select an invoice related to the return from the Completed Invoice Information list.
Click + Item to manually select an item from the Item Information list.

Step 5: Verify and Adjust Return Items

After selecting the invoice or items, review the item details including Item Code, Item Name, Return Qty, Unit, Return Unit Price, and Return Reason.
If needed, edit or remove items using the Edit (pencil) or Delete (trash) icons.

Step 6: Save the Receive Return Transaction

Once all required fields and items are completed, click the Save button at the top-right corner to confirm the receive return transaction.

Step 7: Verify the Receive Return Entry

The newly created return transaction will now appear in the Receive Return list. You can verify it by searching for the Return No., Supplier Name or etc.

Category	Description
Company	Used to set up customer company information, including company name, address, tax ID, and other relevant business details.
Division	Used to define different divisions within the company, such as Sales, Production, and Finance, to structure the organization and manage access control.
Position	Used to manage employee job positions within the organization, such as Manager, Supervisor, and Staff, which may affect document approval workflows.
Cost Center	Used to define cost centers to allocate expenses by department, project, or function, ensuring accurate budgeting and cost analysis.
Responsible	Used to assign responsible personnel for specific processes or modules, such as accounting, purchasing, or production. It may be linked to approval workflows.
Working Calendar	Used to set up the company’s working schedule, including working days, working hours, shifts, and holidays.
Non-Working	Used to specify non-working days, such as public holidays, company holidays, or special leave days, ensuring accurate workday calculations.
Currency	Used to set up currencies used in the system, such as THB (Baht), USD (US Dollar), and EUR (Euro), along with related exchange rates.
Exchange Rate	Used to import or update exchange rates from sources like the Bank of Thailand (BOT) through Excel file import or API integration.
TAX	Used to configure tax-related settings, such as withholding tax rates, tax rules, and compliance with business tax regulations.
VAT	Used to define VAT (Value Added Tax) calculations, including VAT rates (e.g., 7%), VAT exemptions, and tax breakdowns.
BOI	Used to set up tax and investment privileges from the Board of Investment (BOI), including corporate tax exemptions and import duty reductions.
Additional Charge	Used to define additional charges such as shipping fees, insurance costs, bank fees, or any extra costs associated with orders.
Item Condition	Used to classify item conditions, such as new, used, defective, or repackaged items, which may affect pricing or quality control.
Item Type	Used to categorize items into groups such as raw materials, finished goods, semi-finished goods, or service items.
Location Type	Used to define types of storage locations, such as the main warehouse, secondary warehouse, receiving area, or distribution center.
Order Type	Used to define different types of orders, such as Job Order (work orders), Purchase Order (orders from suppliers), Remark (orders with special conditions or notes), and Delivery Order (orders for product delivery). Not Sure!!
Running No.	Used to configure automatic document numbering, such as invoice numbers, purchase order numbers, and tax invoice numbers, based on predefined formats.
Running Lot No.	Used to generate lot numbers for products, enabling efficient tracking of items through production and inventory management.
Approve Route	Used to configure document approval workflows, such as purchase order approvals, quotation approvals, and other approval processes.
Mail	Used to configure email notifications for system alert users, such as order confirmations, approval status updates, or inventory alerts.
Screen Label	Used to define labels for system screens, such as renaming buttons, field names, or customizing language settings.
Class List	Used to classify data types such as product categories, customer types, supplier categories, or cost groups for better data organization.
System Config	Used to configure system settings such as date formats, currency units, security policies, and general system behavior. Not Sure!!
Password Policy	Used to manage password policies, including minimum length, complexity requirements and security compliance.
User Group	Used to define user roles, such as Admin, General User, Accounting, or Sales, with different access rights to system modules. It also allows managing permissions for viewing, adding, editing, deleting, printing, and performing special actions on specific screens within the system.
User	Used to manage user accounts, including creating new users, assigning roles, resetting passwords, and disabling inactive accounts.

Receive Return