Show/Hide Toolbars

Jim2® Business Engine Help File

Prior to performing a return from customer, you should set up a stock location for RFC as, say, Faulty. This will ensure the stock is not included in stock availability.

1.On the ribbon, go to Jobs > Return from Customer.

Jobs RFC

2.Click Add.

rfc footer buttons

Several fields are automatically populated, including the Return#, Date In, and Status.

RFC header


You will see some letters underlined in the field names within the header, eg. Cust#. Using Alt+ the underlined letter will jump you to the field beside that heading.

See Return from Customer for an explanation of Strict Return and Non Strict Return.

3.Select a customer in one of the following ways:

Enter the Inv# (if strict return) and Jim2 will populate the Cust#.

Begin typing the customer name. Jim2 intuitive type will begin to pre-empt your choice of names from the card code list as you type.

Click the ellipsis [...] beside the Cust# field to display the full list of customers, then click to choose from the list.

4.Move to the Stock Code field and enter the stock code of the stock being returned. Repeat as necessary for additional lines, using the Enter key to navigate along the stock grid.

5.Check the Price fields and amend if necessary.

6.Move to the Reason field.

Using Return From Customer Types, select the type of return from the drop-down options, for example, Faulty. This is a useful means of tracking why goods are being returned.

7.If you have entered a customer, select the drop-down in the Inv# field. Jim2 will give you the complete list of invoices relating to that customer. Select which invoice the stock is being returned from. When you select the Inv# field, the current invoices are at the top of the list. If you already know the number of the original invoice, you can simply enter it into this field.

rfc invoice numbers

8.Enter the details about why the stock is being returned in the Notes field.

9.You can add stock to the return from customer in one of two ways. If the customer is returning all stock on the original invoice, click Add All Stock.

add all stock

Clicking Add All Stock will ensure that all the stock supplied on that invoice will automatically be inserted into the return stock grid. You may override this default information by using the tab key or mouse to move the cursor to any field and making the required changes.

10.If the customer is returning only part of the stock sold, click the ellipsis [...] in the Stock Code field in order to select the stock code required. This will open a Select Stock screen displaying all stock and job numbers that belong to that invoice. Select which stock is being returned by double clicking on it. Repeat steps six and seven if you are returning more than one line of stock. Select the Location as set up earlier.

rfc stock select

The Select Stock screen will only display a list of stock sold on the original invoice. Use the Search and Filter fields in the screen header to locate which stock the customer is returning. Simply enter any relevant values into the filter fields, then click Apply Filter (top right) to refine your search.

To select a particular stock line, either double click or highlight it and click OK – this will add the stock line to the stock grid.


If an invoice has been forward dated, and a return from customer is processed earlier than the original invoice date, upon saving the return from customer where the status of Finish is used, the following message appears:


RFC warning1

11.Move to the Status field and amend to Finish, if applicable. When the RFC is amended to Finish status, the stock has been returned to stock on hand and a credit has been added to the customer debtor record.

12.Click Save or Save and Close once you have finished returning the stock from your customer.


To ensure damaged stock doesn't get used on any other jobs, you should then perform a stock transfer to your quarantine/faulty location. This isolates the stock and allows you better control for the Return to Vendor process.


You can generate a credit note to send to your client from the Report menu in the ribbon:


creditors note



Once the return has a status of Finish you cannot edit the return. You will need to unprint that return to be able to edit or cancel it.


To refund the payment to the customer from a Till, while viewing the return go to Payment > Refund on the ribbon.


Refund icon


In the following screen tick the line you wish to refund, then select the Payment By method:


refund from till


Click Refund.


Further information: