Returns, damage and vendor credits

Record a return or damage, what the vendor will do, restocking and freight, and what it means for your client.

Written By Julia M.

Overview

Something damaged, wrong, or going back? Open the purchase order and choose Return or damage.

Watch it: the Finances lesson in Campus, step 7, “Bills and what vendors charge”, chapter 4, “Returns and credits” (starts at 1:11).

Steps

Choose what happened: Damaged, Wrong item, Defective, Client changed their mind or Other.
Say what the vendor will do: Replacement, Repair, Credit or Refund.
Add a Restocking fee, and who pays the Return freight.
Workroom works out what the vendor owes you, and what you owe your client. Choose whether anything changes for your client, and which invoice it goes on.
Click Save.

Return or damage: what happened, what the vendor will do, and what each side owes

A return with a restocking fee: what the vendor owes you, and the credit for your client

What happens next

The vendor’s credit waits on their next bill.

The purchase order with the return and the vendor’s credit

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