How do I create Purchase Returns?
In this section, let us learn how to create Purchase Returns.Follow these steps to create a Purchase Return:- 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.
- Click Purchase Return.
- Under the Purchase Return Information section, the following fields are auto-filled:
- Name - Name of the Purchase Return.
- Purchase Order - Purchase Order linked to the Receipt Note.
- Receipt Note - Receipt Note linked to the Purchase Return.
- Vendor Name - Purchase Order’s Vendor Name.
- Contact Name - Purchase Order’s Contact Name.
- Status: Select an appropriate status for the purchase return from the dropdown, such as:
i. Created: When you have initiated a Purchase Return.
ii. Returned: When you have returned the products.
Note: Status Created is chosen by default.- Assigned To: Owner of the Purchase Return.
- Under the Item Details, enter or select the following details:
- Returned Quantity - Enter the number of products to be returned to vendors.
- Return Reason - Select an appropriate reason for the Purchase Return from the dropdown (as stated by vendors).
Note: All the other fields are auto-filled.- In the Description Details, the description is auto-filled if available for the Receipt Note.
Note: If you create a Purchase Return via the Purchase Return module, you must manually add or select all the above auto-filled fields.- Click Save. You will be directed to the Summary View of the Purchase Return record displaying the success message Purchase Return Created!
This will create and save a Purchase Return record in the Purchase Return module.You have now successfully created a Purchase Return. Note: If you create a Purchase Return for a Receipt Note with any Status other than Received, you will be directed to the following error message Selected Receipt Note status should be Received. |