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A supplier return plan handles return-to-vendor (RTV) operations — sending defective, damaged, or excess stock back to a supplier and tracking the expected credit.

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Lifecycle

Draft → Sent → Credited → Closed
  • Draft — build the return; add the items to send back.
  • Sent — the RTV shipment is transmitted to the supplier. This is the decision moment: the expected credit is snapshotted. Crossing the approval threshold triggers an approval.
  • Credited — the supplier issued a credit note; the credit amount is recorded.
  • Closed — archived.

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Items

One line per variant × size, with quantity, unitCost, and a reason code for the return. Items can reference the source item they came from. Item statuses move To review → Ready for order (ready to send).

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Rules & approval

Supplier return has an approval gate on the status change to Sent. Rules commonly guard the return window (days since delivery), required reason codes, restocking fees, and supplier/brand consistency. See Plan lifecycle & approvals.