Sometimes you receive packaging along with stock that you can return to the vendor.
Example: Coca-Cola in glass bottles are delivered in a crate, and you can return the crate and empty bottles to the vendor for a refund of a deposit paid or for a credit.
To document the process of receiving and returning packaging in Vista, create a unit of measure and an item record for the packaging, and then add return rows to your stock receipts.
Set up your system for packaging return
- Go to Head Office or Cinema Manager > Maintenance > Units of Measure and complete the Unit of Measure form. For example, you could create a unit of measure for the crate the Coca-Cola bottles come in, and a unit of measure for a bottle.
- Go to Head Office or Cinema Manager > Maintenance > Items and complete the Item form. For example, you could create an item for the create and another item for a bottle.
Important! Set the Item Type to Component. Component items can't be sold.
- Optionally, go to the Pricing tab and set the Standard Cost as the value of the packaging. For example, you might enter $5.00 because that's the deposit amount that's refunded when you return the crate.
- Go to the Stock Details tab and set the Base Unit, Selling Unit, Stock Unit 1, and Default Order Unit to the unit of measure you created in step 1.
- Save your new Item record.
- In Head Office or Cinema Manager > Maintenance > Items, open the item that represents the inventory that you sell. For example, you might have an item for Coca-Cola (glass bottle).
- Go to the Stock Details tab and set the Base Unit to Each.
- Set one of the Stock Unit fields to the unit of measure you created in step 1.
- Set the Conversion for the stock unit to the number of items in each package. For example, specify 1 for the crate and 12 for the bottle.
- Save the Item record.
Order and receive stock
- Create a reorder worksheet that includes the item you edited in step 5 above.
- When the delivery arrives and you receive stock:
- Click the bottom row of the table marked * to create a Return row.
- Select the Item you created to represent packaging in step 2 above.
- Enter the quantity of packaging you're returning.
Example: When you've received 12 crates of Coca-Cola in glass bottles, you'll return 12 crates and 144 glass bottles.
Note: The return quantity is automatically marked as negative. If you configured the packaging Item with a value to represent the deposit paid to the vendor, the total value of the returned packaging is marked as negative and deducted from the Current Total value of the stock receipt.
- Select the Complete checkbox for the order lines that have been received and returned.
- Save the stock receipt. The Goods Receipt Note report is generated, showing the stock received and returned.