Purchase Refund Overview - Smarter Sales & Inventory Management | Zayls

by Zayls
3 years ago
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Knowledge Base Purchasing | Purchase Refund Overview

Purchase Refund Overview

Purchase Refund Overview

Purchase Refund is the process of getting cash refund from supplier in case the purchase return credits will not be used in future purchases.

In this listing page, you will be able to see all Purchase Refunds and partial details such as the Purchase Refund number, the status of the PRF, the date refunded associated with it and the like.

You can filter records in two ways:

  • Search by PRF#, Reference #
  • Using Filters

Search by PRF#:

1. Go to Search by PRF# box at the top of the Purchase Refund list.

2. In the Search by PRF# box, type the purchase refund number you are searching for. The list will load the moment you stop typing.

3. Click the PRF# to see the purchase refund details.

Using Filters:

1. Click Filters beside the Search by PRF# box. It will show you several parameters that will help to narrow down results.

Filters:

  • Date From – will show records starting from the date selected
  • Date To – will show records up to the date selected
  • Status – will show records with the status (Refunded, Reconciled, Voided) selected
  • Supplier – will show records involving the supplier selected
  • Bank Account – will show records involving the bank account selected

Export Purchase Refunds to PDF or Excel:

  1. In the Purchase Refunds Overview, click Export. 
  2. There are three Export options: Export to PDF, Export to Excel, and Export to Excel (Detailed). Click your desired format. 
  3. Upon clicking your desired formatthe file will be automatically downloaded to your computer.