Purchase returns

  • The purchase returns feature is for recording stock being returned to a Supplier, which affects the Stock levels.

  • The screenshot below shows a sample grid of sale returns, which includes some key information.

    Grid information explained
    • Doc #: The document code.
    • Customer: The customer returning the stock.
    • Gross: The cost of the stock.
    Tip

    To modify the columns displayed, select in the top right of the page, then tick/untick the information you want to see or not.

Copy a purchase return

  • If you are regularly repeating a purchase return you can copy a pre-existing one rather than creating a new one every time.

  • To do so, select the purchase return document that you would like to copy then press Copy.

Find a purchase return

  • You can use the search bar to find a specific return by entering a key word.

  • You can also toggle between Sets or create your own.

  • To create your own Sets press then fill out the selection criteria.

Create a new purchase return

  1. Press New.

  2. Enter the Supplier.

  3. Enter a description.

  4. Fill in the remaining fields depending on your needs.

    Remaining fields explained

    • Doc Type: This will be auto filled with the Document type.

    • Return Date: The date of the return.

    • Legal entity: Select the Legal entity.

    • Their Ref: This is the unique reference given to the return.

  5. Add the lines.

    Lines explained

    • SKU: This is the Stock keeping unit.

    • Product: This is the stock Product being returned.

    • Account: this is the Chart of account.

    • Description: Depending on the Force change setting in Chart of Accounts

      • If the Force change is not ticked, then the Description field will be auto-filled ...

        ... however it can be edited.

      • If the Force change is ticked, then the Description field will be blank and you will be forced to enter a description.

    • Tax Band: A Tax band can be added here.

    • Unit: This is the Unit to measure the Product.

    • Qty: This is the quantity of the Stock product being returned.

    • Unit price: This it the price per unit of the Product.

  6. When you are happy with the details press Submit.


Updated February 2024