Create or Edit a Purchase Refund - Smarter Sales & Inventory Management | Zayls

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Knowledge Base Purchasing | Create or Edit a Purchase Refund

Create or Edit a Purchase Refunds

Create a Purchase Refund

There are several ways to create a purchase return:

  • Create a purchase refund inside the purchase return show page
  • Create a purchase refund inside the purchase return refund overview

Create a purchase return inside the purchase return show page:

1. Click a Purchase Return.

2. In the Purchase Refund pane, click Add.

3. In the New Purchase Refund Window, the Supplier, Date Returned, Purchase Return and its Amount are already filled by default. Type the Amount you want to refund.

4. You may enter your Remarks and choose Bank Account where the money will be returned.

5. Once done, click Save to save the transaction or Cancel to terminate the form.

  • Save will save the transaction. This will save the PRF details and will be tagged as Refunded.

6. A successful message will appear at the top-right hand corner and you’ll be able to see the newly created purchase refund.

The Unit Cost displayed in the item list is VAT-inclusive while the unit cost that would be deducted from the current inventory cost within Zayls would be VAT-exclusive or the Net of VAT for that specific item.

Create a purchase refund inside the purchase refund overview

1. In the Purchase Refunds overview, click New Purchase Refund.

2. Select a Supplier, Bank Account, and a Purchase Return.

5. Once a Purchase Return has been selected, you can now update the Amount depending on the amount you want to refund from that Purchase Return.

6. Once done, click Save or Cancel to terminate the form.

  • Save will save the transaction. This will save the PRF details and will be tagged as Refunded.

7. A successful message will appear at the top-right hand corner and you’ll be able to see the newly created purchase refund.

PRF# is auto-generated but you can override and type in a different number. To check the form’s next auto-generated numbers, click here.

Edit a Purchase Refund:

1. Click the Purchase Refund you want to edit.

2. Click Edit.

3. Enter the new details and then click Save located at the bottom. A message will appear if the purchase refund is saved successfully.

If you are not able to create or edit a Purchase Refund that means the admin did not give you access to Purchase Refund – Modify.

If the user is not an Admin, functionalities such as edit, void, delete will not work after seven days of the transaction creation or depending on the Auto Archive Age settings set up by the system admin.

Add Comments to a Purchase Refund:

The comment feature allows you to leave important messages to keep everyone informed.

1. In the Purchase Refund record, click the Comments tab.

2. Enter your message in the Comment box.

3. You may also add attachments such as photos or files. Click Add attachment below the Comment box. A Dialog box asking the location of the file will appear. Click the file you want to upload and then click Open.

4. Once finished, click Post. A successful message will appear, and the new message will display on top of the conversation.

Edit or Delete a Comment: 

1. Find the comment you want to edit or delete.

2. Click  .

3. To update the comment, click Edit. To delete the comment, Click Delete.

Only accounts with admin account type can delete comments made by other regular users.