Create or Edit a Purchase Return
Purchase Return is another part of the Purchasing Cycle. Purchase Return is the act of returning items to your supplier for a reason. Doing Purchase Returns is significant to be able to deduct returns to your payments.
Create a Purchase Return:
There are several ways to create a purchase return:
- Create a purchase return inside the Purchasing Workflow
- Create a purchase return using Purchase Returns Module
Create a purchase return inside the Purchasing Workflow:
1. Click a Purchase Order.
2. In the Purchase Returns pane, click Add.
3. In the New Purchase Return Window, the Supplier, Purchase Order, Location, Return Date, Item/s, and its Quantity are already filled by default. Select the Item/s you want to return and update the Quantity depending on the number of items you are going to return.
4. You may enter your Remarks or update the Location and Return Date.
5. Once done, click Save or Save and Return to save the transaction or Cancel to terminate the form.
- Save and Return will save and process the transaction. The quantity returned will be deducted from the inventory.
- Save will save the transaction. This will save the PR details and will be tagged as Planned.
6. A successful message will appear at the top-right hand corner and you’ll be able to see the newly created purchase return. You can click the message to create another purchase return.
Create an ad-hoc purchase return using Purchase Returns Module:
1. In the Purchase Returns overview, click New Purchase Return.
2. Click the Ad-hoc checkbox and click Next.
3. In the New Purchase Return Window, the Supplier, Purchase Order, Location, Return Date, Item/s, and its Quantity are already filled by default. You may enter your Remarks or update the Warehouse and Return Date.
4. In order to select the Item/s that would be returned, click on the dropdown and pick from the list of products
5. Once an item has been picked, you can now update the Quantity depending on the number of items being returned and input the Unit Cost of the item.
6. Once done, click Save or Save and Return to save the transaction or Cancel to terminate the form.
- Save and Return will save and process the transaction. The quantity returned will be deducted from the inventory.
- Save will save the transaction. This will save the PR details and will be tagged as Planned.
7. A successful message will appear at the top-right hand corner and you’ll be able to see the newly created purchase return. You can click the message to create another purchase return.
Edit a Purchase Return inside the Purchasing Workflow:
1. In the Purchase Orders overview, click a Purchase Order.
2. In the Purchase Returns pane, click the Purchase Return Number.
3. Click Edit.
4. Enter the new details and then click Save or Save and Return located at the bottom. A message will appear if the purchase return is saved successfully.
Edit a Purchase Return using Purchase Returns Module:
1. Click the Purchase Return you want to edit.
2. Click Edit.
3. Enter the new details and then click Save or Save and Return located at the bottom. A message will appear if the purchase return is saved successfully.
Add Comments to a Purchase Return:
The comment feature allows you to leave important messages to keep everyone informed.
1. In the Purchase Return 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.
Related Article: Print, Duplicate, Void, or Delete a Purchase Return