Supplier return statuses
A supplier return moves through six statuses.
| Status | What it means | How it changes |
|---|---|---|
Draft (draft) | Being built. | Starting point for every return. |
Approved (approved) | Signed off internally. | Set by Approve — an optional step, not required before posting. |
Sent (sent) | The goods have physically left, and the supplier's own RMA number has been captured. | Set by Send — also optional. |
Awaiting credit (awaiting_credit) | Posted — stock is out, waiting on the supplier's credit note. | Set by Review & post, from draft, approved or sent alike. |
Credit received (credit_received) | Closed — the supplier's credit has been recorded. | Set by Record credit, only from awaiting credit. |
Cancelled (cancelled) | Abandoned. | Set by Cancel, from draft, approved or sent. |
Which actions appear when
| Status | Actions on the action bar |
|---|---|
| Draft | Approve · Edit · Cancel · Review & post |
| Approved | Send · Cancel · Review & post |
| Sent | Cancel · Review & post |
| Awaiting credit | Record credit |
| Credit received | none |
| Cancelled | none |
Review & post is available from draft, approved and sent alike — a return can be posted straight from a draft. Approving and sending are optional steps along the way, not a mandatory ladder.
Return reasons
A return carries one of eight reasons:
- Overcharge
- Shortfall
- Damage in transit
- Damage in warehouse
- Defective
- "Return to vendor"
- Price adjustment
- Other
"Return to vendor" is quoted here because it is the app's own label for that reason — Yessort's documentation otherwise uses supplier return as the general term, not "return to vendor" or "RTV".