How To: Edit Goods Return Transaction (GRT) at the store

This article describes how to edit details of a pre-existing Goods Return Transaction (GRT) at the store.

Pre-requisites

1. The users' role must have access to the Goods Return feature by enabling the Modify 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. If the settlement for the day has been done, then the user cannot modify the details. 
   
   

4. You can modify the GRT up to the number of days decided by HO. (If you want to modify the GRT while keeping the Document date same in the Goods Return window.)
   

   You can check the the number of days up to which back dated entry is allowed in the following path: Admin - Policy - Master Policy - User Settings. In the User Settings section, look for Allow backdated entry upto (in Days) option. Modifying GRTs (with the same date in the Document Date) beyond the specified number of days from the current date is not possible.

   
   

5. Document Scheme must be available.
   
   
6. The GRT to be modified must exist in the system.
   
   
7. Reason for Goods Return must be defined.
   
   
8. Packets must be available for that replenishment site.
   
   

9. The particular GRT to be modified must not be posted to the inventory.
   

   The Status column in the Goods Return module must show Open for the user to modify the details.

   Closed GRTs cannot be modified.

   
   

Step-by-step guide

The steps are as follows:

1. Go to GINESYS POS> Back Office> Transaction > Goods Return. The Goods Return module opens.
   
   
2. Click on the Edit button (or double click on the Goods Return).The Goods Return window opens.
   
   
3. In the Documents tab, you can modify only the following fields:
   
   
   1. Document Date - Depending on the Policy settings, you cannot modify details beyond the set number of days. In that case, you have to change the date to the current date. The system will then allow you make modifications in the document.
      
   2. Reason - Click on the Browse button beside the Reason bar and choose your reason.
      
      
4. Now go to the Return Items tab.
   
   
5. Add / Remove the necessary packets and click on OK.
   
   
6. Goods Return No. <Goods Return No.> generated successfully - message is displayed on the screen.
   
   
7.  A dialog box appears asking you if you want to post the GRT to inventory. If you want to post GRT to the inventory, then click Yes or otherwise click on No.
   
   
8. If you click Yes, Inventory posted successfully - message is displayed on the screen.
   
   

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