Help · Buy

Send goods back and record a supplier credit

  • For: Storekeepers, managers and accounts staff
  • Time: About 8 minutes
  • Part of: Buy

Before you start

  • The goods were received on a receipt in Ziira.

Steps

  1. Click Buy > Goods received and open the receipt the goods came on.

  2. Click Return goods. For each item, type the Quantity to return. Choose the Reason for return and add a Note.

    The Return goods box with quantity to return, reason and note
    1. Quantity to return
    2. Reason
    3. Send back
    Demo data

  3. Click Send back.

    You should see: Stock leaves straight away. The return is listed under Buy > Returns and credits, on the Returns to suppliers tab.

  4. When the supplier sends a credit note, open the bill. Click More, then Record credit note. Enter the credit and save.

    You should see: The bill shows the amount Credited and Still owed goes down.

  5. If the supplier pays you back instead, use the Supplier refunds tab under Returns and credits.

If something goes wrong

I cannot return more than I received

Each item shows how many you received. A return cannot be more than that.

The bill is already paid

Record the credit note anyway. The supplier then owes you a refund. Record it on the Supplier refunds tab when it arrives.

The supplier has not sent a credit note

Keep the return on file and ask them for it. Check the Supplier credit notes tab.

Still stuck? See Fix common problems.

Next steps