Goods Returned Tutorial

Overview#

In QuickEasy BOS Enterprise, transactions may be created to issue, receive and return inventory. Inventory can consist of raw materials or finished goods. Inventory can also be manufactured where the individual raw material items are received, and the finished goods are issued back to stock or to a customer.

Although inventory can be issued and received, it can also be returned. For example, customers can reject an order and return the goods. During the manufacturing process, offcuts or unused materials used can also be returned to inventory.

💡These tutorials focus on inventory returns, known as Goods Returned. They explain how to view, customise and create Goods Returned transactions.

How to View a List of Goods Returned Transactions#

1. Navigate to Goods Returned.
2. Click Menu (button) > Transactions.
3. Apply any of the Filters.
4. Click View (button).

How to View a Summary of Goods Returned Transactions#

1. Navigate to Goods Returned.
2. Click Menu (button) > Summary.
3. Click View (button).

How to View a List of Goods Returned Items#

1. Navigate to Goods Returned.
2. Click Menu (button) > Items.
3. Apply any of the Filters.
4. Click View (button).

How to View the Goods Returned Board#

1. Navigate to Goods Returned.
2. Click Menu (button) > Board: Status or Board: Due Date.
3. Click Menu (button) > Board: Condensed View to hide or show the transaction details like due dates.
4. Click View (button).

How to Set the Column Width on the Goods Returned Board#

1. Display the Goods Returned Board.
2. On the top row, a number appears in the block between All Due and Columns:
   • Increase that number to make the column wider.
   • Decrease that number to make the column narrower.
   • You can overtype the number or use the arrows on the number.

How to Set the Default View for Goods Returned#

1. Navigate to Goods Returned.
2. Select any one of the displays (as explained above: Transactions, Items, Summary or Board).
3. Click Menu (button) > Set Default View.

How to Customise the Display Filters: Adding Filters#

1. Navigate to Goods Returned.
2. Click the arrow on View (button) and click the Filter you want to modify.
3. Click the arrow on View (button) > Actions > Add, type a Filter you want to add in the block (e.g. Today) and press Enter.
   • Note: This function adds the filter at the bottom of the list of filters and adds it to the filter you chose in Step 2.

How to Customise the Display Filters: Removing Filters#

1. Navigate to Goods Returned.
2. Click the arrow on View (button) and select the Filter you want to delete.
3. Click the arrow on View (button) > Actions > Delete.
4. Confirm the deletion on the popup.

How to Customise the Display: Setting Default#

1. Navigate to Goods Returned.
2. Click the arrow on View (button) and select the Filters you want to apply by default.
3. Click the arrow on the View button > Actions > Set Default.

How to Customise the Summary Chart of Goods Returned#

1. Display a Goods Returned Summary.
2. Click Customize Chart and change the settings:
   1. Series (tab): Click the months to include or exclude them (a checkmark = included).
   2. Series (tab): Select a month to sort the list by from the dropdown list.
   3. Data Groups: Unavailable.
   4. Options: Select a position and alignment for the Legend, Title and Toolbox.
   5. Options: Click Value Hints to show or hide the hints (a checkmark = shown).
3. Click Column Diagram and select a different Chart Type from the popup list of available charts.
   • Note: Not all charts work with the data. If no chart appears, choose a different chart.

How to View Additional Reports from a Goods Returned Transaction List#

1. Display a list of Goods Returned transactions.
2. Right-click any entry, select Summaries and then one of these options:
   • Linked Transactions
   • Outstanding
   • Audits
   • Emails

How to View Transaction Information from a Goods Returned Transaction List#

1. Display a list of Goods Returned transactions.
2. Right-click any entry and select an option:

   Field	Description
   Open Transaction	Opens the Goods Returned transaction.
   Open Transaction Dashboard	Opens a Dashboard displaying information like an Audit Trail, Cost Summary and a list of Linked Transactions.
   Open Notes & Attachments	Opens any Notes and Attachments to the right of the Goods Returned display. Note: The Notes and Attachments also appear on the Transaction Dashboard.

How to Email a List of Goods Returned#

1. Navigate to Goods Returned.
2. Display a list of Transactions or Items.
3. Click Menu (button) > Email Excel to open your default Email Template with the list attached in .xlsx format.

How to Export a List of Goods Returned#

1. Navigate to Goods Returned.
2. Display a list of Transactions or Items.
3. Click Menu (button) > Export Grid and choose a save location for the .xlsx file on the server.

How to Print, Preview or Email a Goods Returned Note for Signature#

1. Display a list of Goods Returned transactions.
2. Click the applicable transaction.
3. Click Output (button).

How to Email or Export a Goods Returned Summary#

1. Display a Goods Returned Summary.
2. Click Output (button) > Email Excel to open your default Email Template with the summary attached in .xlsx format, or.
3. Click Output (button) > Export Grid to choose a save location for the .xlsx summary.

How to Export or Print a Summary Chart of Goods Returned#

1. Display a Goods Returned Summary.
2. Click Output (button) > Print Chart.
3. Select Save or Print from the popup options.