Take goods back
A return always goes against an invoice the shop received. The shop owes less, and goods that can be sold again go back on your van. Who: rep · Where in the cycle: Return.
Before you start
Section titled “Before you start”- You checked in at the shop, unless your company lets you work without a check-in.
- The invoice is on your phone. Invoices arrive with a sync; pull down on Today first if the shop’s invoice is new.
- In the visit, tap Take goods back.
- Under Which invoice, tap Pick an invoice and choose it (number, date, total).
- Under Why — for the whole return, choose Wrong delivery, Damaged, Out of date or Did not sell.
- Under What is coming back, type the quantity on each line that comes back. Each line shows 4 invoiced, and 2 already back · 2 left if some came back before.
- For each line, set where it goes:
- Date has passed on — “Out of date, so it cannot go back on the van.” It is held back.
- otherwise Goes back on the van, or Held back, cannot be sold. Damaged and out-of-date goods start as held back; wrong deliveries and unsold goods start on the van.
- Read the footer: Credit EGP 114.00 — what the shop paid for those units, after discount, with VAT.
- Tap Record the return. The shop’s screen says “Recorded. It reaches the office at the next sync.”
- Which invoice
- Why: Did not sell
- How many, and whether it goes back on the van
- Credit EGP 114.00 (with VAT)
Example
Section titled “Example”At 09:41 two Water 6-packs from INV-000001 did not sell. Omar picks INV-000001, Did not sell, types 2 on Water 6-pack, leaves Goes back on the van and reads Credit EGP 114.00 — 2 × 50.00
- VAT 14.00. He taps Record the return.
Two Water 6-packs did not sell. They go back on the van against INV-000001, and the credit note lowers what the shop owes.
Credit note RET-000001 — against: INV-000001 · status: recorded · reason: unsold · quantity: 2 · total: 114.00
| Item | Before | After | Change |
|---|---|---|---|
| VAN-03 · Water 6-pack | 36 PCS | 38 PCS | +2 |
| Nile Market owes | 368.00 EGP | 254.00 EGP | −114.00 |
What happens next
Section titled “What happens next”- At the next sync the office records the return (RET-000001 on the day): the shop owes the credit less, goods for the van go back on it, and held-back goods go to the van’s held-back stock.
- Your company may cap returns per shop per month or per day. A return over the cap waits for a supervisor — the shop shows “Goods taken back against INV-000001 wait for a supervisor: …” — or is refused, as your company decides (Approve or decline a held return).
- The credit note carries the return’s RET- number. It is not on the phone; the office prints or sends it from Credit notes.
If something goes wrong
Section titled “If something goes wrong”| What you see | What to do |
|---|---|
Nothing has been invoiced to this shop yet, so there is nothing to take back against. | No invoice of this shop is on the phone. Pull down on Today in signal, then try again. |
This invoice's lines have not reached the phone yet. Pull down on Today to sync, then try again. | Do that. |
More is coming back than went out on this line. | Lower the quantity. Earlier returns against the same invoice count. |
Choose at least one line and how much of it is coming back. | Type a quantity on a line. |
This return is over the shop's return limit, so it wasn't accepted. Talk to the office. RETURN_REFUSED | The shop's return limit is reached. Talk to the office; you can't record it again. |
The invoice wasn't found. Sync, then pick it again. UNKNOWN_INVOICE | Pull down on Today, then record it again against the invoice. |
There's nowhere set up to hold goods that can't be sold again. Ask the office to set one up. NO_QUARANTINE | Your van has nowhere set up for held-back goods. Ask the office. |
That return option isn't possible for this item. Choose another. IMPOSSIBLE_DISPOSITION | Out-of-date goods can't go back on the van. Record them as held back. |
A return the office refuses or declines shows in red on the shop and under the red items the office did not accept banner on Today (Fix work the office did not accept).