# Returns & Documents – how to issue a customer or supplier return document ::: tip TL;DR Open a returns document from the **Returns** tab, choose *Customer return* or *Supplier return* and the other party, scan the items changing hands on your phone, click **Create return document**, pick which document to create in the ERP and capture a signature on screen. The module works only with a supported ERP integration. A worker needs a returns permission and sees only the documents they opened; every document line costs one credit. ::: ## Who this is for and when The **Returns & documents** module covers the moment goods move in reverse: a customer brings items back to the counter, or you send damaged or surplus stock back to a supplier. Instead of a note in a pad, every return closes as a document with scanned lines, a signature and a timestamp. The **Returns** tab is shown to the primary user, co-managers, sub-managers and workers. Managers see every document in the company. A worker sees only the documents they opened themselves, unless they were given **See and manage all returns (not only their own)**. Opening a document, scanning lines, editing and deleting need a permission (see [Before you start](#before-you-start)). ## Before you start - The company has an active integration with an ERP that supports returns: Bina ERP, Priority, SAP Business One, Hashavshevet, Boss Software Solutions or Kod Bina - Minisoft. Priority, SAP Business One and Hashavshevet are connected together with the OpticCount team. The module does not work through Excel files. See [Integrations](/en/guide/management/integrations). - The **Returns & documents** module is part of your license. If it is locked, clicking the tab opens the **Unlock Returns & documents** dialog marked *Requires ERP integration*. See [License & Purchases](/en/guide/management/license). - The company has a credit balance. Every document line costs one credit the moment it is added. A company at zero credits cannot open a document. - Whoever opens a document or scans into it is the primary user, a co-manager, a sub-manager, or a worker with one of these permissions in [Users](/en/guide/management/users): **Full returns management access (manager-level for returns only)**, **See and manage all returns (not only their own)** or **Full order management access (manager-level for orders only)**. A worker with none of them cannot open a document. - The user has access to at least one branch. Without a permitted branch, the **New Return** dialog shows *No branch is available for you. Ask a company manager to give you access to a branch.* - The returned items exist in the [item catalog](/en/guide/management/catalog). - The customer exists under [Customer Management](/en/guide/management/customers), or you create them from inside the document. The supplier exists under [Supplier Management](/en/guide/management/suppliers). ## Two document kinds | | **Customer return** | **Supplier return** | |---|---|---| | The other party | A customer from the directory, or a new customer entered on the spot | A supplier from the directory | | When | A customer returns goods at the counter or on site | Damaged or surplus goods go back to the supplier | | Signature title | **Customer signature** | **Supplier signature** | | Document number | Starts with `return_` | Starts with `supplierReturn_` | The `return_…` or `supplierReturn_…` number is temporary. When the ERP returns its own document number after posting (for example Bina ERP), the document in OpticCount takes the ERP's number, so both systems show the same number. If another document already uses that number, the temporary number stays. Both kinds follow exactly the same path and appear in the same list, with a **Type** badge telling them apart. ## Step by step ### Opening a document 1. Open **Management ← Returns**. 2. Optional: pick a branch in the branch selector. It is pre-filled in the next dialog. 3. Click **New Return**. The **New Return** dialog opens. 4. Choose the kind: **Customer return** or **Supplier return**. 5. Choose the other party: - For a customer return: type in **Customer Name** by name, phone or email and pick from the list. For a customer who is not in the directory, click **+ Add new customer**, fill in **Customer name** and optionally **Phone**, **Email**, **Tax ID** and **External code (ERP)**, then confirm. The customer is saved to the directory. - For a supplier return: type in **Supplier Name** and pick from the list. For a supplier who is not in the directory, click **Add new supplier**, fill in **Supplier name** and optionally **VAT ID (optional)** and **External code (ERP)**, then click **Create Supplier**. The supplier is saved to the directory. 6. Pick a **Store**. The field is shown when you have access to more than one branch; with a single permitted branch it is selected automatically. 7. Optional: write **Notes**, and enter **Original order ID (optional)** to link the return to the order the goods came from. 8. Click **Create**. The document is created with the status *Open* and the counter page opens right away. If a required field is empty, the message *Please fill in all required fields.* appears.  ### Scanning the returned items 1. The title on the phone reads *Creating a new return - [branch]* (or *Creating a new supplier return - [branch]*). 2. Optional: click **Show Return details** to see the other party, the notes and the lines added so far. 3. Scan or type every item changing hands. Optional: enter a quantity if **Show Quantity Window After Scan** is on. 4. Scanning the same item again adds to the existing line – and is not charged again. A running total above the lines shows, for example, *Total items: 12 (4 lines)* – the units scanned so far and the number of lines. 5. Click **Create return document** (for a supplier return: **Create supplier return document**). The button is enabled only once there is at least one line.  While you build a return document, the settings cog on the counter page shows the whole **Count Settings** group and the whole **Location Settings** group. The settings are described on [Personalization Settings](/en/guide/settings). Left halfway? The document stays in the list with the status *Open* and the lines you already scanned. Click the document in the list and choose **Open in counter** to keep scanning. ### Choosing an ERP document - If the company has an active integration that can create return documents, the **Which document should we create?** dialog opens with the options the integration offers, for example **Create return note** or **Create supplier return**, and always **Just finish**. - With more than one integration, **Where should this be reported?** opens first. - If the integration offers no suitable document, the dialog does not appear and the document closes in OpticCount only. ### Signing on screen 1. The **Customer signature** (or **Supplier signature**) dialog opens with the prompt *Please sign in the box below*. 2. Ask the customer or the supplier's representative to sign with a finger. **Clear** erases it so they can start again. 3. Click **Confirm**. The signature is stored on the document with the signing time. **Skip** closes the document unsigned – the signature never blocks. ## What happens next - **The status changes to *Confirmed*.** The scanned quantity on each line is recorded as the returned quantity. The page returns to the **Returns** tab. - **ERP.** When you chose an ERP document, OpticCount posts the return to the ERP before closing it. If the ERP rejects it, the document stays *Open* and the message *The document was not created in the integration* appears with the reason. If the ERP returned a document number, it replaces the temporary number in the list. - **Branch stock does not change in OpticCount.** The returns document records what changed hands; the stock movement is created in the ERP you sent the document to. - **Credits.** Every new line on the document costs one credit when it is added – by scan or by hand. Changing a quantity, signing and confirming are free. See [License & Purchases](/en/guide/management/license). - **Statuses in the list:** | Status | Meaning | |---|---| | *Open* | The document is open; lines can be added and removed | | *Confirmed* | The document is closed. A manager can reopen it on the counter page and fix lines | | *Cancelled* | Appears in the status filter only – there is no cancel action on screen. Delete a document you do not need | ### Managing the list - **What you see:** managers, and workers with **See and manage all returns (not only their own)**, see every document in the company. Any other worker sees only the documents they opened. - **Filtering:** the branch selector, **Status** (*Open*, *Confirmed*, *Cancelled*), **Type** (*Customer return*, *Supplier return*), and search by **Order Number** or **Customer Name**. Whoever sees every document also gets the **Created by** filter (*All creators* / *Only my documents*). Filters are remembered between visits. - **Actions on a document:** clicking a table row (or a card on the phone) opens an actions dialog with **Open in counter**, **Edit details** and **Delete return**. Edit and delete are shown only to users with returns management access. - **Editing:** **Edit details** opens **Edit return document** – change the other party, store, notes and original order, and see the signature if one was captured. The kind cannot be changed, and a *Cancelled* document cannot be edited. - **Deleting:** **Delete return** asks for confirmation in **Delete return document**; click **Delete**. ::: danger Irreversible action Deleting a returns document removes the document and all of its lines. There is no restore, and the credits paid for the lines are not refunded. ::: ## Common problems - **No "New Return" button** → you lack **Full returns management access**. Ask a company manager for it. - **"No branch is available for you"** in the **New Return** dialog → you have no access to any branch. Ask a company manager to add a branch for you in [Users](/en/guide/management/users). - **A document another worker opened is not in the list** → a worker sees only their own documents. A company manager can grant **See and manage all returns (not only their own)**. - **"Create return document" is disabled** → the document has no lines. Scan at least one item. - **"Order draft not found or already confirmed"** on the counter page → the document was deleted. Go back to the list. - **The customer does not come up in the search** → click **+ Add new customer** inside the dialog. No need to leave for Customer Management. - **"The document was not created in the integration"** → read the reason, fix it in the ERP (for example a missing customer code) and click **Create return document** again. The lines and the signature are kept. - **"Verify before retrying"** → the ERP did not acknowledge the previous attempt. Check whether the document already exists in the ERP, and only then click **Yes, send again**. - **You scanned an extra item** → open **Show Return details** on the counter page and remove the line before creating the document. ## Related pages - [Returns screen](/en/guide/management/returns) – look up the list columns and the actions dialog - [Customer Management](/en/guide/management/customers) – maintain the customer directory - [Supplier Management](/en/guide/management/suppliers) – maintain the supplier directory - [Orders](/en/guide/management/orders) – find the original order number - [Counter page](/en/guide/counter) – learn the document creation mode