Return Orders & Transfer Orders
Correct stock movements safely using return orders and transfer orders, without breaking the audit trail.
Return orders and transfer orders are your safe way to correct stock.
They protect your audit trail and keep inventory value accurate.
Before you start
Access to Bevica Select
Training outcomes
After you complete this module, validate your learning using Return Orders and Transfer Orders Training Outcomes.
You should be able to:
Reverse posted sales documents using Sales Return Orders
Reverse posted purchase documents using Purchase Return Orders
Handle partial-case returns and different units of measure
Handle duty paid vs duty free returns correctly (where applicable)
Move stock between locations using Transfer Orders
Transfer stock across duty status (duty free → duty paid only)
Add Additional Charges to transfers (if you use them)
Reserve a specific piece of stock for a transfer (manual reservation)
Sales return orders
Use sales return orders for inventory returns.
Use finance-only credit memos for non-stock corrections.
Process customer stock returns
What you’ll be able to do
Create a return from posted documents using Get Posted Document Lines to Reverse
Return a partial case (for example, 1 bottle)
Post returns with and without additional charges
Review the posted return documents and entries
Read / complete
Sales Ledger (finance-only credits and corrections)
A return order should match the original order’s duty status.
If you returned duty free stock originally, return duty free.
Purchase return orders
Use purchase return orders for inventory returns to suppliers.
Use finance-only purchase credit memos for non-stock corrections.
Process supplier stock returns
What you’ll be able to do
Create a return from posted documents using Get Posted Document Lines to Reverse
Use return reason codes (where configured)
Return a partial case
Post returns with and without additional charges
Review the posted return documents and entries
Read / complete
Purchase Ledger (finance-only credits)
Transfer orders
Use transfer orders to move stock between locations.
This includes movements via an IN TRANSIT location.
Core transfer process
What you’ll be able to do
Create and post a transfer order (ship and receive)
View items in transit
Review the posted documents and entries using Find Entries
Read / complete
Transferring items (Microsoft Learn) (Est. 45mins)
Duty status on transfers
What you’ll be able to do
Transfer stock within the same duty status
Transfer stock across duty status (duty free → duty paid)
Understand why duty paid → duty free is blocked
Read / complete
Inventory (duty context)
Adjusting Inventory (reclassification for duty status corrections)
You can only transfer duty free stock to duty paid, or the the same duty status.
If you need duty paid to duty free, use an inventory reclassification.
Reservations on transfer orders (specific stock moves)
What you’ll be able to do
Reserve a specific Item Ledger Entry for a transfer line
Understand when this is needed (provenance, rotation, customer commitments)
Read / complete
Additional charges on transfers (if used)
Additional charges can change cost and postings.
What you’ll be able to do
Add additional charges manually to a transfer order
Apply default additional charges (rules-based)
Reconcile posted charges if required
Read / complete
Default additional charges are configured in Bevica setup. Confirm your rules during UAT.
Warehouse integration (if used)
If your location is integrated to a 3PL (warehouse), transfer and sales documents can generate outbound requests.
Read / complete
Next steps
Validate your learning with Return Orders and Transfer Orders Training Outcomes
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