Returns screen

The Returns screen lists returns documents – customer returns and supplier returns – and is where you open a new document, pick up an open one on the phone, edit its details and delete it. Managers see every document in the company; a worker sees only the documents they opened.

Who sees it: Primary User · Co-Manager · Sub-Manager · Employee (own documents only)

Used in modules: returns

How to get here

• On the phone: ☰ menu → Management → Movements → Returns
• On a computer: side menu → Movements → Returns

Paid module

Returns & documents is a paid module that works only with a supported ERP integration: Bina ERP, Priority, SAP Business One, Hashavshevet, Boss Software Solutions or Kod Bina - Minisoft. If the module has not been purchased, the menu item is shown locked. Details on the License & purchases page.

What is on the screen

(1) Branch picker

Shown when there is more than one branch. All Stores lists every document; picking a branch filters the table and is pre-selected on a new document.

(2) New Return

Opens the document creation dialog. Shown only to users with returns management access (see Permissions).

In the dialog, the Store field is shown when the user has access to more than one branch. A user with no permitted branch sees No branch is available for you. Ask a company manager to give you access to a branch.

(3) Search and filters

Search by Order Number or Customer Name; filter by status and by type (All types / Customer return / Supplier return); sort by Created At, Order Number, Customer Name or Status.

Whoever sees every document (managers, and a worker with See and manage all returns (not only their own)) also gets the Created by filter: All creators or Only my documents. Filters are remembered between visits.

(4) Documents table

Clicking a row (or a card in the card view) opens an actions dialog. The dialog title is the document number, followed by the other party, who opened the document, the total items and the status badge.

Action	What it does	Who sees it
Open in counter	Continues building the return on the counter screen	Everyone who sees the document
Edit details	Opens Edit return document. Not available on a Cancelled document	Users with returns management access
Delete return	Removes the return and all of its lines	Users with returns management access

Table columns

Column	Content
Order Number	The returns document number. A temporary number (return_… or supplierReturn_…) is replaced by the ERP's document number when the ERP returns one after posting (for example Bina ERP).
Type	Customer return (green) or Supplier return (amber).
Name	The customer or the supplier, depending on the document type.
Status	See Statuses.
Total items	The units scanned into the document (not the number of lines).
Created by	The user who opened the document. Shown only to users who see every document. Older documents created before this field existed show no name.
Reason	The document-level return reason, or — when there is none. The create and edit dialogs have no reason field, so the column is usually empty.
Created	Creation date and time.

Document types

Type	Counterparty	When to use
Customer return	a customer from the Customers list	a customer brings goods back to the store
Supplier return	a supplier from the Suppliers list	sending damaged or surplus goods back to a supplier

Statuses

Status	Meaning
Open	The document was opened and its item list is still being built on the counting page.
Confirmed	The document was finalized and closed. If an ERP document was chosen, it is created at this point.
Cancelled	The document was cancelled.

Every status change is recorded in the document's history with the user and the time.

Actions

New Return

1. Click New Return.
2. Pick the type: Customer return or Supplier return.
3. Choose the Customer Name or Supplier Name (required). The search matches name, phone or email. A customer who is not on file is added on the spot with + Add new customer.
4. Choose the Store (required when you have access to more than one branch).
5. Optional: fill in Notes and Original order ID (optional) – the number of the order the goods belong to.
6. Click Create. The document is created as Open and the counting page opens immediately to scan the returned items.
7. Scan the items and click Create return document (for a supplier return: Create supplier return document). If there is more than one reporting target, choose Which document should we create? (for example Create return note or Just finish). A Customer signature or Supplier signature dialog opens – sign on screen and click Confirm, or Skip. The document moves to Confirmed.

The rest of the flow on the counting page is described in Returns & documents.

Picking up an open document on the phone

An Open document that was closed halfway is not lost. Click it in the table and choose Open in counter – the counting page opens with the items already scanned. While scanning, a running total shows, for example, Total items: 12 (4 lines).

Editing a document

Edit details in the actions dialog opens Edit return document. The type is locked; you can change the customer or supplier, the store, Notes and Original order ID. On a signed document the Signature is shown too. Click Save.

Deleting a document

Delete return in the actions dialog asks for confirmation (Delete return document) and removes the document permanently.

The signature on the document

The signature is stored on the document itself together with the signing time, and is shown in the edit dialog. It is optional – Skip closes the document without one, and a signature cannot be added after closing.

Permissions

Role	What they can do
Primary User, Co-Manager, Sub Manager	See every document, open, scan, edit and delete.
Employee with See and manage all returns (not only their own)	See every document in the company, open, scan, edit and delete.
Employee with Full returns management access (manager-level for returns only) or Full order management access (manager-level for orders only)	Open, scan, edit and delete – only in documents they opened themselves.
Employee with none of these permissions	Cannot open a document. New Return, Edit details and Delete return are not shown.

Permissions are set per employee on the Users page, or for all employees at once in Bulk Permissions Settings for All Employees. A document another worker opened does not appear in the list of a worker without the see-all permission.

Dangerous actions

Deleting a document cannot be undone

Delete return removes the document, its lines and the signature. A document already created in the ERP is not deleted there. There is no recovery.

Related pages

• Returns & documents – scan returned items and close a document on the phone
• Customers – manage the customers that appear on returns
• Suppliers – manage suppliers for supplier returns
• Orders – find the original order number
• Integrations – connect the ERP that receives return documents