Procurement & Administration · Policy & Program

Return To Vendor RTV Procedure for Defective Material

Defective material represents a direct hit to your gross margin. This policy defines the mandatory steps — from identification to credit recovery — to ensure every non-conforming item is documented, quarantined, and returned to the vendor within contractual terms.

Review Cycle
Quarterly
Department
Procurement/Quality
Compliance
Mandatory
Version
2.1
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Policy Overview

Every inbound delivery that fails quality inspection triggers a formal Return To Vendor (RTV) process. This policy mandates immediate segregation of defective material, digital documentation with photographic evidence, and a standardised credit request within 48 hours of discovery. The RTV procedure applies to all purchased goods — raw materials, consumables, finished components — regardless of vendor contract value. Departments must retain a copy of the packing slip, inspection report, and credit memo for a minimum of three fiscal years.

Non-compliance results in full absorption of material cost by the receiving department and a written corrective action plan. The Procurement Manager holds final authority to approve return freight deductions and chargeback percentages.

Scope & Applicability

This policy applies to all material receipts processed by the Receiving Department and Inventory Control across all company sites. It covers defective, damaged, short-shipped, and mis-specified items. Exclusions: goods accepted under a signed deviation waiver, consignment stock not yet transferred to inventory, and goods purchased from auction or salvage sources. Vendor-specific RTV windows (e.g., 15-day or 30-day return periods) take precedence where they exist in the executed purchase order.

Core Directives & Procurement Standards
  • RULEAll defective material must be placed in the Red Quarantine Zone within 1 hour of identification. No line employee may re-shelve or dispose of suspect material without an approved RTV number.
  • REQDigital RTV form must include: vendor name, PO number, item SKU, quantity rejected, reason code (damage/defect/mis-ship), photo attachment, and original receiving timestamp. Blank entries will be rejected by the system.
  • DLYCredit request must be submitted to the vendor within 48 hours of quarantine. Failure to meet this deadline forfeits the company’s right to charge restocking fees back to the vendor.
  • AUDMonthly RTV audit: the Procurement Manager reviews all open RTVs older than 30 days. Unresolved cases are escalated to the Finance Director for potential supplier debit memo.
Roles & Responsibilities
  • Receiving Clerk – Identifies defects during inspection; applies quarantine tag; uploads photos and creates initial RTV ticket.
  • Inventory Planner – Verifies quantity and reason code; coordinates replacement order if needed; updates ERP with RTV status.
  • Procurement Manager – Approves RTV within 24 hours; negotiates credit or replacement with vendor; signs off on final disposition (return/scrap/rework).
  • Accounts Payable – Holds payment for disputed items; applies credit memo against vendor balance; reports outstanding RTV credits monthly.

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Workflow & Approval Steps
1 Quarantine & Document – Receiving Clerk places material in Red Zone, fills out digital RTV form with photos, reason code, and original delivery details.
2 Planner Review – Inventory Planner verifies counts, checks stock availability, and updates ERP. If replacement needed, prioritises order.
3 Procurement Approval – Procurement Manager reviews RTV within 24h; contacts vendor for return authorization (RMA); decides return freight responsibility.
4 Vendor Credit & Close – Accounts Payable applies credit memo; RTV ticket is closed in system. Open credits older than 45 days trigger escalation to Finance Director.

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