Purchase Return

Overview

You may decide to return goods to vendors for different reasons. If you decide to register a purchase return, create a Return of goods to vendor document. This document is available by default.

Requesting Goods Return to Vendors

1. Notify the vendor of your desire to return the goods.
2. Record the communication in Quick menu > Business Interactions.

Creating Returns of Goods to Vendors

From Scratch

1. Go to Purchasing > Returns of goods to Vendors.
2. Click Create.
3. On the Main tab, specify the required information, such as Vendor, Counterparty, Company, Contract, Warehouse, and other.
4. On the Delivery tab, specify the Delivery method and Delivery address.
5. On the More tab, fill the Employee and Business unit.
6. Specify the Contact person of the partner.
7. Select the order Currency.
8. Select the Return of goods to vendor transaction.
9. Specify the order Taxation.
10. Specify the reference document Number and Date according to the counterparty's information system.
11. On the Goods tab, add a new line and specify information in the Item, Variant, Batch, Quantity, Price, and other required columns.
12. Get back to the Main tab and select the compensation type:
    • Refund immediately
    • Refund with credit
13. Click Post and close.

Based on Purchase Invoice

1. Go to Purchasing > Purchase documents (all).
2. Open the Purchase invoice document.
3. Click Generate > Return of goods to vendor. The system will automatically create and fill a new document.
4. Check the prefilled information and correct it if necessary.
5. Click Post and close.