Understanding Purchase Requests
This document provides a high-level overview of how the Purchase Returns module works in Zoho ERP. It explains the purpose of purchase returns, outlines their lifecycle, and highlights common use cases. This helps users understand how to manage returned items while keeping inventory and accounting records accurate.
What is Purchase Return?
A Vendor Return Authorization (VRA) or Purchase Return is used to record items that are returned to a vendor after a purchase. It helps you update inventory, adjust accounts payable, and keep your purchase records accurate. Purchase returns can be created for damaged, excess, or incorrect items and ensure your stock and financial data stay in sync.
What is the difference between Purchase Return and Sales Return in Zoho ERP?
| Feature / Aspect | Purchase Return | Sales Return |
|---|---|---|
| Definition | Items returned to a vendor | Items returned by a customer |
| Accounting Stock on Hand | Decreases by the returned quantity. | Increases by the returned quantity from customers. |
| Financial Impact | Adjusts amount payable account | Adjusts amount receivable account |
| Document Generated | Vendor Credit | Credit Note |
Lifecycle of Purchase Returns
A Purchase Return is created in Draft, then moves to Confirmed once verified. It can be marked as To Be Shipped and updated to Shipped when items are sent back to the vendor. After processing the refund, the return moves to To Be Refunded and then Refunded. Once the shipment and refund are completed, the purchase return is marked as Closed, while returns that are cancelled are moved to Void. You can create Picklists and Packages for a confirmed Purchase Return to manage item picking and packaging before shipping them back to the vendor. You can also create a Purchase Return directly from the Purchase Order module once the order is marked as Received, making it easier to return items to the vendor without re-entering details.