Purchase Return (General Item)
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A purchase return, often referred to as a return of products, is a transaction where a buyer returns previously purchased items to the seller. This could be due to various reasons such as dissatisfaction with the product, receiving damaged or defective products, or overstock. The seller typically issues a refund or credit to the buyer for the returned items, and the transaction may involve adjustments to stock and accounting records to reflect the returned products.
Add Purchase Return
To add a purchase return for a general product, follow the steps below:
Click on the Purchase Return menu from the left sidebar.
Select the Add Purchase Return option.
Fill in the required fields carefully.
Click the Submit button to save the purchase return.
First select the supplier.
Then select Status, Here stocks and accounts work differently based on status.
If you select status “Taken by supplier product not returned” the product will be removed from the stock and there will be no change in the account.
If you select status “Taken by supplier money returned” the product will be removed from the stock and Money will be added to the account.
If you select status “Taken by supplier product returned” There will be no change in stock and account.
While making the purchase return, when the “Status” is taken by supplier money return, you will get an “Account” field, from the account field select an account through which the “Purchase Return” money is being taken.
To select a general type product for purchase return, follow these steps:
Expand the Items field in the form.
Choose a General Type Product from the list.
For example, select Matador Ballpen as a general type product.
Make sure the correct product is selected before proceeding.
After selecting the “General Type” product you will see a popup modal, Enter the Quantity in the Quantity field and enter the purchase return price in the Unit Price field.
Suppose you want to purchase return a product whose price per unit is 10 amount, So if you purchase return 5 quantity then just put 10 amount in unit field not 50 amount.
NB: You just put the single unit price of the product.
NB: The purchase return quantity must be entered in the sale unit.
After adding products to the cart, you can review them before submitting the return:
All selected products will appear in the cart.
Check the product name, quantity, and price for accuracy.
Make sure all intended items are added.
The cart will look like the snapshot shown below.
Fill up the required fields carefully to ensure all information is entered correctly:
Enter all mandatory details in the form.
Double-check the information for accuracy.
Click the Submit button to save the purchase return.
A confirmation will appear once the return is successfully saved.
List Purchase Return
To view the list of purchase returns, follow these steps:
Expand the Purchase Return menu from the left sidebar.
Click on the List Purchase Return option.
The list of all purchase returns will be displayed.
You can review, edit, or delete any return from this list.
To print or download the purchase return invoice, follow these steps:
Go to the Actions column for the desired purchase return.
Click on the Print Invoice button to print the invoice.
Click on the Download Invoice button to save a copy.
Ensure the invoice details are correct before printing or downloading.
Purchase Return Report
To view the “Purchase Return Report” expand the “Report” menu from the left sidebar and click on the “Purchase Return Report” menu.
Select a date to view the report within a specified date if needed. select a supplier also you can select outlet from the outlet field to filter report according to outlet.
