How To: Create Goods Return Transaction (GRT) document from the Back Office

The store sometimes needs to return some goods to HO as goods may get damaged or old unsold stock may be lying around engaging precious shelf space. The POS Back Office allows the user to create a GRT (Goods Return Transaction) to return such damaged / unsold items back to the HO. This article describes how to create Goods Return (GRT) from POS Back Office. This may be done based on GRT Advice or Adhoc.

Pre-requisites

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

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

   You can check the permission by following the path: 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.

3. Document Scheme must be available.
   
   
4. Replenishment Source must be available, depending upon the replenishment source the Packet for GRT would be selected.

   Site selection basis for GRT Advice

   Sites selected here are provided in Transfer Order as Site Name and the site from which GRT is made may be known as Document Site 

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

Step-by-step guide

The process is divided in the following steps:

Go to POS > Back Office > Transactions > Goods Return.

The Goods Return module opens.

Click on Add button. 

The Goods Return window appears.

Click on the Document tab.

Go to Document Number and select the appropriate document number by clicking on the Select Scheme button. 

Transfer to local (non-GST) or transfer to inter-state (with GST) will have different numbering series as this will help to segregate local and inter-state transfers. Segregated the numbering series  allows identification of  local and inter-state documents as follows:

• For transfers without GST charges: A new series will be started. Example: A01T1718-0000001
• For transfers WITH GST charges: Existing series will continue. Example: A01G1718-0000103

Note: For Goods return from outright stores, we shall not be generating different series and the numbering series of GRT with GST charges will be generated at all cases.

Click on the Browse button beside the Replenishment source bar and select your replenishment source.

Click on the Browse button beside the Reason bar and select your reason.

Now go to the Return Items tab.

Click on Select Packet button. The Select Packet window opens.

Select the packet / packets to be returned.

Click on OK.

The selected packet or packets will be shown under the Packet section. The items may be seen by clicking on the packet.

Click on OK.

GRT <GRT No.> generated successfully - message is displayed.

 A dialog box appears asking you if you want to post the stock in inventory. If you want to post inventory, then click Yes or otherwise click on No.

If you click on Yes, Inventory posted successfully - message is displayed on the screen.

If you click No, the GRT would be created but the effect would not be seen in the inventory.

Click on Close.

The Status column beside the newly created GRT will display Closed (if posted to inventory, otherwise it displays Open) as it has not been synced at HO till now.

Now sync at POS.

Sync at HO.