FAQs in this section

How do I generate Purchase Returns?

You can generate a Purchase Return via:

Receipt Notes module
Purchase Return module

Follow these steps to generate a Purchase Return via the Receipt Notes module:
Note: You can generate a Purchase Return only for Receipt Notes whose Status is Received.

Log in to your CRM account.
Click the User Profile.
Click Inventory.
Look for Order Fulfillment.
Select Receipt Notes.
Select a Receipt Note with Status Received. You will be directed to the Summary View of the Receipt Note record.
Click More (3 dots) on the top right corner of the screen.
With a scroll down, you will see the Purchase Return option under Add or Link.

Note: Only once the Status of the Receipt Note record is Received will you see Purchase Return as an option under More > Add or Link.

Click Purchase Return to generate a Purchase Return.

Note:
We recommend generating a Purchase Return via Receipt Notes as details for a Purchase Return linked with Purchase Order and Receipt Notes are auto-filled.

Follow these steps to generate a Purchase Return via the Receipt Notes module:

Log in to your CRM account.
Click the User Profile.
Click Inventory.
Look for Others.
Select Purchase Return.
Click +Add Purchase Return to generate a Purchase Return.