Skip to content
Amman, Jordan[email protected]+962 795 900 124
العربيةClient login
Menu
Client loginالعربية Amman, Jordan[email protected]+962 795 900 124

Purchase: from request to paid

Returns and debit notes

Goods going back to a vendor. A vendor return is the same record Inventory keeps under its own Returns: one record, two doors. Stock moves when the return is approved.

Where

Purchase › Post-Purchase › Order Returns

Who

Anyone allowed to handle purchase returns.
1
Press + Vendor return. Choose the order in Against purchase order first: you can only return what was ordered on it.
2
Choose the Leaving warehouse, the Return type (Partially or Fully) and the Reason, and tick the items and quantities going back.
3
If the vendor gave you one, type The vendor's own return number. The Contact email and Contact phone can stay empty: the vendor’s own contact is used. The vendor sees the Note to the vendor on the return and in the vendor portal.
4
Press + Vendor return at the foot of the form to save. The return then waits for its approval; until then its row says Stock has not moved.
The Vendor return form

The list shows Return number, Vendor, Against purchase order, Items, Leaving warehouse, Total, Return type and Status.

The order returns list

The return’s page

Press a return: its page slides in over the list. It has no tabs; it reads top to bottom: Details (with the Approval step and who it is waiting on), Lines, Files and Activity. View PDF and Download give it to you as a file. The approver signs it under Financial Approval.

Money the vendor owes you for what went back is recorded as a debit note.

Before: Enter and pay a vendor invoice