Create A Return

The Purchase Returns screen is divided into three sections:

Item details
Order adjustments
Manual adjustment

Item Details

This section lists the items delivered against the Order. You can adjust the Return Quantity, if it is a partial return, and the Rate. You can choose the Reason for return, Return type and Item status. Click the checkbox against the Items to add it to the Return.

Order adjustments

Manual adjustment (ad-hoc)

Any charges or costs not directly related to the return items can be booked here, such as expenses on returning the items.

Click Return Selected Items to initiate the Return. This will open the Return Items tab for you to verify return items and charges.

if you want to add more items from the order for returning, click Load Items and keep only items to be returned.

You can change the quantity and rate for the return item/s. Click Update after making changes. You can also remove any items and other lines i already added to the Return Order, by clicking Remove.

You can update the Return Material Authorization (RMA) reference of the Supplier, if applicable, on the Return Order header as some Suppliers do not entertain Returns without proper authorization from them. You can also add the Payment Method ID, Billing Account ID and the Finance Account ID