Creating Vendor Returns in AcuityLogic DC

You can create vendor returns to return inventory items to the vendor.

To create vendor returns

  1. Click Vendor and select Vendor Return.

    The Vendor Return window opens.

  2. Click Add Vendor Return.
  3. Select Frame or Accessory in the Item Type drop-down list.
  4. Select the reason for the return in the Return Type drop-down list.
  5. Select the shipping method in the Ship Via drop-down list.
  6. Enter a return merchandise authorization number in the RMA # field, if needed.
  7. Select the vendor in the Vendor drop-down list.
  8. Enter a description in the Description field, if needed.
  9. Enter notes in the Notes field, if needed.
  10. Click the OK (green check mark) icon to create the vendor return.
  11. To add an item to the vendor return:
    1. Click Add Detail.
    2. Click the Lookup icon to search for the item or click inside the UPC Code field and scan the barcode or enter the UPC code for the item. Depending on your configuration, the barcode represents the UPC or item number.

      AcuityLogic populates the item details.

    3. Enter the item quantity in the Quantity field.
    4. Enter a reference number for the return in the Reference # field if necessary.
    5. Select the office returning the item in the For Office drop-down list.
    6. Click the OK icon (green check mark).
  12. Do one of the following:
    • To print the document, click the Print icon and click OK in the dialog box the opens to update the status to Printed.

      The document opens in PDF format and AcuityLogic updates the inventory count for the returned items.

    • To export the document in CSV format, click the Export icon and click OK in the dialog box the opens to update the status to Printed.

      The document is exported in CSV format to your default download folder and AcuityLogic updates the inventory count for the returned items. You can open the document in Excel, where the headers and data are displayed in tabular, not CSV, format.

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