Purchase Return

Purchase Return allows you to return goods to vendors. This module corrects previous purchase transactions, ensuring your inventory levels and Accounts Payable records remain accurate.

💡 Note: Transactions can only be voided if they have no active references (or cancelled references) in AP Adjustment.

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How to Create a New Transaction

1. Start the Return: Click the Create New button to open the form.

2. Select Supplier: Search for and select the Supplier name first.

3. Open Item Reference: Click the PR (Insert) button. This will open a separate pop-up window to pull from your Receiving Reports.

4. Choose the Reference: Inside the pop-up, click the specific RR No. you are returning items from.

5. Select Items to Return: Check the boxes on the left side of the specific items.

6. Insert to Main Form: Click the Insert button at the bottom of the pop-up. This will move the items into your main transaction details.

7. Save: Review your return quantities on the main form and click Save.

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How to Edit a Transaction

1. Enter Edit Mode: Click the Edit button to unlock the form.

2. Add Additional Items: Click RR Insert to open the item selection window again if you need to add more items from a different receiving record.

3. Remove Items: Use the Delete button next to any line item to remove it from the return list.

4. Save or Discard > Save Button: Becomes active only while in editing mode. Red Button (Undo Edit): Click this to cancel your current changes.