How To: Create a Return to Vendor

How To: Create a Return to Vendor

End user  ·  Yellow Dog Inventory 2026

 WHY IT'S IMPORTANT

Use a Return to Vendor (RTV) to send stock back to a supplier—for example, when items arrive damaged, get recalled, or were shipped in error. Committing an RTV removes the returned quantity from your on-hand count and reverses the related cost calculations, so your inventory and accounting stay accurate.

 PREREQUISITES

•    Permission to create Return to Vendor documents

•    The store you're returning from and the vendor you're returning to must both exist in Yellow Dog Inventory

•    Return reasons configured under System Setup > Accounts > Return To Vendor (required only if your site uses them)

 STEP BY STEP

Create the Return to Vendor

1.  Go to Return to Vendor and select Create New Return to Vendor.

2.  Select the Store you're returning from and the Vendor you're returning to.

Caution: The Store and Vendor can't be changed after the document is created. If you pick the wrong one, cancel and start a new return.

Complete the document information

1.  RTV Number — generated automatically. Edit it if your numbering follows a different convention.

2. Reference and Description — optional. Use these to tie the return to the original invoice for context.

3.  Accounting — select the reason for the return. This is required if return reasons are set up for your site.

4.  Expected Arrival — the date the product is expected to arrive back at the vendor.

5.  Committed date — backdate this if you need it to reflect when the product was actually returned.

Add the items being returned

1.  Add the items to return, using either option:

      a.   Add Line Items — add items one at a time.

      b.   Add Items From — pull items in from an existing document or other areas of the software.

2.  Enter the Quantity for each line item.

Note: Return quantities are always entered as positive numbers, even though the items are leaving your inventory.

3.  Enter any additional expenses you received credit for, such as freight or tax. To add new expense options, go to System Setup > Accounts > Invoice Expense Accounts.

Commit the return

1.  Review your line items, quantities, and expenses.

2.  Select Commit Return to Vendor.

Caution: Committing the return removes the returned quantity from your on-hand count and reverses the associated cost calculations. Commit only when the return is final.

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Last reviewed: June 2026  ·  Applies to: Yellow Dog Inventory 2026



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