Raise a return against a received delivery, pick the lots and quantities going back, then validate it to pull that stock and record the transfer to your vendor.
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Two cases of the rice you booked in last week turn up split and leaking on the shelf, and they're not going into a batch. You're not eating the loss — they're going back to the vendor. A captures exactly that: which lots, how much, out of which bins, and why. You raise it from the receipt in Receiving, the same place you booked the delivery in. Kitchen+
A return is built against one receipt — one delivery against one order line — and you can only send back stock that's already Received and put away, because that's when its lots land on hand. Open the order, find the received line, and its Returns button is right beside Details and Lot labels.
Open Returns on the receipt
Go to Receiving, open the order the stock came in on, and select Returns on the received line. The panel lists any returns already raised against that receipt.
Start a new return
Select New return. The header tells you how much of the delivery isn't on a return yet — the received quantity, less whatever's already on one.
Say why it's going back
Pick a Reason: Defective, Damaged in transit, Wrong product, Quality issues, Expired or near expiration, or Other. Add Notes if the reason needs a sentence.
Pick the lot and quantity
Under Item 1, choose the Lot you're returning — each option shows what it has on hand — and set the Return quantity. You can't return more than is on hand.
Split it across its locations
Under Locations, assign the quantity to the bins that hold the lot; use Add location when it's split across more than one. The Allocated count has to match the return quantity before the return is complete. Add another lot with Add item.
Create the return
Select Create return. It saves as a Draft — recorded, but nothing has left your shelves yet.
No Returns button on the line?
Returns only appears once a line is received and put away — that's what creates the lots you'd send back. If the line is still in receiving or QC, finish putting it away first.
A draft return is a plan: it names the lots and quantities but hasn't touched your inventory. To act on it, it from the returns panel. Bettr asks you to confirm, because this is where the stock actually moves.
Validating can't be undone
Confirming Validate removes the stock from inventory and records the outgoing transfer to your vendor. There's no reopening it afterward — validate a return only when the count and the lots are the ones you mean to send back.
When the transfer can't go through — the vendor isn't linked to your ERP yet, say — the return lands at Ready to retry with the reason shown on the card, and your stock stays exactly where it was. Fix what it's waiting on, then select Validate (retry) to send it through.
Changed your mind on a return you haven't validated? You have two ways to drop it, and they leave different trails:
The status badge on every return tells you where it stands and what your stock has done: