Customer Returns and Loan Issues

New customer return-note form with source, warehouse, date, reason, and item lines — Link the eligible source and verify physical quantities before publishing the inbound movement.

Use a Return Note to bring goods back into stock against the document they left with:

Customer returns: choose the published delivery note. Prospect only offers the products on that delivery and never more than was delivered and not yet returned.
Goods on loan or consignment: a Loan Issue (реверс) records goods that leave the warehouse temporarily, for example for a trial or an exhibition. Record the return against that loan issue when the goods come back. Goods on loan are not counted in warehouse stock or stock valuation until they are returned.

A return note moves stock only. When the customer's receivable must change, also issue a credit note against the invoice. To undo a delivery that was entered by mistake and not yet invoiced, cancel the delivery note instead.

Open Return Notes and choose New.

Select the source delivery note or loan issue. The customer and receiving warehouse come from it.

Enter the date, a clear reason and the quantities actually received.

Publish and verify the resulting inbound stock movements and the source timeline.

Create the credit note when the customer's receivable must change.

Prospect prevents the same source quantity from being returned more than once, and a delivery note cannot be cancelled while it has active return notes. Service items do not move stock. A return does not automatically mean money was refunded; use the financial documents and payments that represent what happened.

See Credit notes and Stock movements.