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Purchase Returns Operations

In this help document, you’ll learn all the actions you can perform on the purchase returns in your organization.

Cancel Items

You can cancel items in a purchase return when only some of the received items need to be returned. For example, if you purchased 10 items and only 2 items are damaged, you can return just those 2 items instead of returning the entire purchase.

To cancel items in purchase return,

  • Go to Purchases on the left sidebar.
  • Click Purchase Orders in the top Module bar.
  • Select Purchase Returns from the dropdown.
  • Choose the purchase return you wish to cancel items.
  • In the purchase return details page, click the More icon.
  • Select Cancel Item from the dropdown.
  • Enter the Quantity to Cancel in the upcoming pop-up.
  • Click Proceed. Now you create picklist, package, shipments or vendor for the cancelled item alone.

Note: If you want to reopen a cancelled item in the purchase return, repeat the same steps and select Re-open Cancel Items from the More dropdown. The purchase return will be updated accordingly.

Insight: The purchase order status will be changed to Closed once you record the shipments and vendor credits.

Edit

You can edit an existing purchase return to modify the details.

To edit the purchase return,

  • Go to Purchases on the left sidebar.
  • Click Purchase Orders in the top Module bar.
  • Select Purchase Returns from the dropdown.
  • In the purchase return details page, click Edit.
  • Make the required changes and click Save.

Void

You can void a purchase return to mark it as invalid when it should no longer be processed, without deleting the record.

To void a purchase return,

  • Go to Purchases on the left sidebar.
  • Click Purchase Orders in the top Module bar.
  • Select Purchase Returns from the dropdown.
  • In the purchase return details page, click the More icon.
  • Select Void from the dropdown.
  • Enter the Reason in the upcoming pop-up.
  • Click Void.
  • Read and confirm your action by click Proceed in the pop-up.

Note: Once performed, this action cannot be undone.

Clone

You can clone a purchase return to create a new return with the same details quickly, reducing manual entry.

To clone a purchase return:

  • Go to Purchases on the left sidebar.
  • Click Purchase Orders in the top module bar.
  • Select Purchase Returns from the dropdown.
  • In the purchase return details page, click the More icon.
  • Select Clone from the dropdown.
  • Made the required changes and click Save.

Delete

You can delete a purchase return to permanently remove it from the system when it is no longer required.

To delete a purchase return:

  • Go to Purchases on the left sidebar.
  • Click Purchase Orders in the top module bar.
  • Select Purchase Returns from the dropdown.
  • In the purchase return details page, click the More icon.
  • Select Delete from the dropdown.
  • Confirm your action by clicking Delete in the pop-up.