Creating Vendor Returns in AcuityLogic POS

To create vendor returns

  1. Open the Vendor Return window. See Opening the Vendor Return Window in AcuityLogic POS.
  2. Click Add Vendor Return.
  3. Select Frame or Accessory in the Item Type drop-down list.
  4. Select the return reason in the Return Type drop-down list.
  5. Select the shipping method for the vendor return in the Ship Via drop-down list.
  6. Enter the return merchandise authorization number from the vendor in the Vendor RMA # field, if needed.
  7. Enter notes for the vendor return in the Notes field, if needed.
  8. Select the vendor in the Vendor drop-down list.
  9. Enter a description for the vendor return in the Description field, if needed.
  10. Click the OK icon () to create the vendor return.
  11. Click Add Detail to add items to the vendor return.
  12. Add items to the vendor return using one of the following methods:
    • Click the Lookup icon and use the search criteria on the Stock Item Search window to select an item.

      AcuityLogic populates the details for the selected item.

    • Click inside the UPC Code field and scan the bar code or enter the UPC code for an item you have in stock.

      AcuityLogic populates the details for the scanned item.

  13. Enter the item quantity in the Quantity field.
  14. Enter the return reference number in the Reference # field, if needed.
  15. Click the OK icon () to add the item to the vendor return.
  16. Repeat steps 11–15 for each item you want to add to the vendor return.
  17. 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.

    • 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. You can open the document in Excel, where the headers and data are displayed in tabular, not CSV, format.

    • You can edit or delete a vendor return before you print or export it. Click the Edit icon to edit the vendor return, or click the Delete icon to delete the vendor return.
    • You can cancel vendor returns with a status of Printed. Click the Cancel Order icon and click OK in the dialog box that opens to cancel the return. AcuityLogic changes the status to Canceled. Click the ReOpen Order icon and click OK in the dialog box that opens to reopen the return. AcuityLogic changes the status to Re Opened.

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