Supplier returns

Supplier returns

Available on all plans. A Return to Supplier (RTS) tracks inventory you are sending back to a supplier — for damaged stock, wrong items, or overstock. RTS records have their own numbering, PDF, and email flow, similar to POs.

Creating a return from a PO

1. Open a PO with received line items.
2. Click Return to Supplier in the PO header.
3. The return form opens, pre-filled with line items from the PO.
4. Adjust the quantity to return on each line; remove lines you are not returning.
5. Set a Return reason.
6. Click Save.

Lifecycle

• Draft — created and being edited.
• Shipped — you have marked the return as shipped to the supplier.
• Closed — the return is resolved.

Sending the RTS to the supplier

From the return detail page, click Send to Supplier to email the RTS PDF and notify them.

Resolution

On the return detail page, set a Resolution type — for example credit, refund, or replacement — when the supplier has confirmed how the return will be settled. If you set the resolution to credit, PO Flow creates a Supplier credit automatically (see Supplier credits). If you set it to replacement on the Pro plan, you can use Create Replacement PO to generate a draft PO for the replacement items.