There’s a couple of suggestions I’d like to add for the ‘returns’ workflow:
Treat a Return as a transaction similar to a Delivery with a status of Requested, Returned or Complete. This means Requested returns can be scheduled as uplifts with delivery runs. We also then have a Return list of customer requested returns out in trade, linked to the original order.
If the Return has the status of Requested, there should be a button to mark the goods returned to the brewery. By filtering the Return list, we now have visibility on goods awaiting inspection.
Once a Return has a status of Returned, some shortcut buttons should be available to:
a. Create a credit note, auto-filling with the line items from the Return, and the full amount originally paid. (But editable before saving in case there is only a partial refund required, perhaps for partial ullage for example.)
b. Create a stock adjustment if the goods are damaged or return them to stock.
c. Create a new order and delivery to return the goods to the customer or provide a replacement.
d. Mark the ReturnComplete.
Some of my suggestions are also linked to this thread:
My workflow suggestions only improve on the prescribed workflow here: