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Receive a return without a delivery

Task
Module
Sales
Menu path
Satış › İade Yönetimi › Satış İadeleri › Teslimatsız İade (Sales › Returns Management › Sales Returns › Return Without Delivery)
Screen route
/erp/sales/returns/new
Required permission
erp-sales-free-returns.create
Prerequisites
  • The customer has an active customer master record.
  • The item is a stock item and is not serial-tracked (a serial-tracked item can only be returned against a delivery).

A return without a delivery is for goods coming back that have no shipment record in the system (for example, the customer brought the goods to the warehouse by hand, without a delivery note). A return of shipped goods is always received against the delivery: Receive a return against a delivery.

Steps​

  1. In the Satış › İade Yönetimi › Satış İadeleri (Sales › Returns Management › Sales Returns) list, click Teslimatsız İade (Return Without Delivery).
    ClickTeslimatsız İadeExpected: The Yeni Teslimatsız İade (New Return Without Delivery) form opens
    New Return without Delivery form
    1. 1Customer — active customer cards
    2. 2Currency — price proposal in this currency
    3. 3Add Item — serial-tracked items not listed
  2. Select the customer with Müşteri Seç (Select Customer); check the Para Birimi (Currency) and Satış Kanalı (Sales Channel).
    ClickMüşteri Seç
  3. Enter the İade Tarihi (Return Date) and İade Nedeni (Return Reason); in Açıklama (Description), explain why the goods came back without a delivery note.
    Selectİade NedeniValue: Müşteri vazgeçti
  4. Select the items with Kalem Ekle (Add Item). On each line, enter the Birim (Unit), Miktar (Quantity), Birim Fiyat (Unit Price) — you can take the proposal with Öneriyi uygula (Apply proposal) — İskonto % (Discount %) and KDV (VAT).
    ClickKalem Ekle
  5. Select the Giriş Deposu (Receiving Warehouse), Lokasyon (Storage Location) and Stok Durumu (Stock Status) into which the line is received; for a batch-tracked item, Lot No (Batch No.) is required. If you know the cost, enter the Birim Maliyet (Unit Cost).
    SelectGiriş Deposu
  6. Click İadeyi Kaydet ve Stoğa Al (Save Return and Receive into Stock).
    Clickİadeyi Kaydet ve Stoğa AlExpected: The return details open; the Teslimat (Delivery) field reads "Teslimatsız iade" (Return without delivery)
Result
A sales return with an empty delivery link is saved in the same SI-yyyy-nnnnnn number series, and the goods are received into stock. You can find it in the list with the Tür: Teslimatsız (Type: Without Delivery) filter.

What you need to know​

  • This transaction requires a separate permission (erp-sales-free-returns.create) because it increases stock without a source document.
  • The price proposal is looked up in the selected currency and in the channel's price list; no exchange rate conversion is applied.
  • If Birim Maliyet (Unit Cost) is empty, the cost is assumed from the stock average and marked with ~ in reports; in the details, the line shows the Maliyet varsayıldı (Cost assumed) label. The unit cost can only be entered with the permission to view stock costs.
  • For a batch-tracked item, if the entered batch is not defined, it is created with this return.
  • A return without a delivery has no header discount; discounts are given on the line.
  • Server messages: "'TIC-0005' seri takipli — seri numarası sevk edildiği teslimattan iade alınır (teslimat detayında İade Al). Teslimatsız iadede seri takipli ürün kabul edilmez." ('TIC-0005' is serial-tracked — the serial number is returned against the delivery it was shipped with (İade Al in the delivery details). A return without a delivery does not accept serial-tracked items.), "'HIZ-0001' stok ürünü değil — iadesi stoğa alınamaz." ('HIZ-0001' is not a stock item — its return cannot be received into stock.) — the item codes are examples.