How To: Manage a Goods Return Transaction (GRT) Advice document from the POS Back Office

GRT Advice is a new feature and it allows HO users to control what would be returned from POS. In GRT Advice, the request to return the items back to the HO, is first made by the HO and sent to the store. The store on receiving a GRT Advice, then make a GRT document and transfer damaged or unsold goods back to the HO.This article describes how to use the GRT Advice feature in the POS Back Office.

Pre-requisites

1. The users' role must have access to the Goods Return Advice features by enabling the Modify and Complete app operations for the feature in Ginesys POS - Admin - Role - User Role - User's role (Cashier etc) - Access Rights - Back Office - Transaction.
   
   

2. The users' role must have access to the Goods Return feature by enabling the Add and Post app operations for the feature in Ginesys POS - Admin - Role - User Role - User's role (Cashier etc) - Access Rights - Back Office - Transaction.
   
   

3. The Goods Return feature will be the available, only if it is allowed by HO.

   You can check the permission by following the path: Ginesys POS - Admin - Policy - Master Policy - User Settings - Back Office. In the Back Office section, look for Restrict Goods Return Entry option.If it is not selected, then you can use the Goods Return feature. Otherwise you cannot use it.

4. Document Scheme must be available.
   
   

5. Replenishment Source must be available provided while creating the site for which the Goods Return Advice will be created, depending upon the replenishment source the Packet for GRT would be selected. 

   What is a replenishment source?

   These are the only sites which can provide stock to and get stock return from any particular store. They are marked in the Transfer Order like following picture:

    

6. Reason for Goods Return must be defined.
   
   
7. Packets must be available for that replenishment site.

Step-by-step guide

The process is divided in the following steps:

1. Go to Ginesys POS > Back Office > Transactions > Goods Return Advice.
   
   
2. The Goods Return Advice module opens showing Transfer Out / Sales Invoice against which return will be made.
   
   
3. Click on the required advice from the list and double click on it. This will display all the items that are to be returned.
   
   
4. Now go to Transactions > Packet and create a Packet.
   
   

5. Now go to Transactions > Goods Return and create a GRT.
   
   

6. Now go back to Back Office > Transactions > Goods Return Advice. 
   
7. The Goods Return Advice module opens once again.
   
   
8. Once again open the advice.
   
   
9. Click on the Complete this Advice button.
   
   
10. GRT Advice has been completed successfully - message is displayed on the screen. Click OK.
    
    
11. Sync POS and HO.
    
    

12. Once the sync is successful, the Status column displays Completed.
    

    Note: GRT Revert is allowed from store to store (from Version 1.138.0 onward)