Return Receipts

Overview

How to access

• List — Inventory → Return Receipts (/inventory/return-receipts)
• Create — New return receipt

What you can do today

• Create return receipts linked to suppliers and inventory items.
• Specify quantities returned and reason/notes.
• Update inventory on-hand when the return is processed.
• Search and filter the return receipt list.
• Edit or delete drafts per your permissions before finalization.

Prerequisites

• Inventory write permissions.
• Supplier associated with the items being returned.
• Internal process for RMA numbers and vendor credit (tracked in notes today).

Step-by-step

Create a return receipt

1. Inventory → Return Receipts → New.
2. Select supplier (and related PO if your workflow references one).
3. Add line items: inventory SKU, quantity returned, optional unit cost reference.
4. Add notes (RMA #, reason).
5. Save and complete/process per your shop process.

Verify inventory after return

1. Open the affected item on Inventory.
2. Confirm on-hand decreased at the correct location.
3. Follow up with accounts payable outside ServiceFlow if awaiting vendor credit.

Current limitations

• Vendor credit memo tracking in accounting is manual unless you use ServiceFlow Accounting or QuickBooks sync separately.
• Partial returns against specific PO lines are supported in basic form but may need manual reconciliation for complex cases.
• No automatic email to supplier—communicate RMA details outside the app.

Roadmap

• Link returns directly to originating PO lines with remaining qty math.
• Supplier notification templates.
• QuickBooks credit memo sync.

Related features

• Purchase Orders & Receiving
• Inventory & Locations
• Count Sheets
• QuickBooks Online Sync