Purchase returns

Note

To view the legacy version, please select Legacy User Guide.

The purchase returns feature is for recording stock being returned to a Supplier, which affects the Stock levels.

How to view Purchase returns

Viewing Purchase returns

As per Generic Navigation options, either from left-hand navigation panel, select Purchase returns from the Stock folder or enter Purchase returns in the Search option.

This will then show the Purchase returns on the system where normal customisation of Sets can be used.

Tip

To modify the columns displayed, select option on the right of the column display, then tick/untick the information you want to hide or display.

Create a new Purchase return

Viewing Purchase returns

  1. Select Purchase return from one of the options as shown above in Viewing a Purchase return.

  2. Select either New or New (from template) - from the drop down menu.

  3. Enter the Supplier and a description.

  4. Fill in the remaining fields as appropriate.

    • Doc Type: This will be auto filled with the Document type.

    • Return Date: The date of the return.

    • Legal entity: Select the Legal entity.

    • Their Ref: This is the unique reference given to the return.

  5. Add the line information.

    • SKU: This is the Stock keeping unit.

    • Product: This is the stock Product being returned.

    • Account: This is the Chart of account.

    • Description: Depending on the Force change setting in Chart of Accounts

      • If the Force change is not ticked, then the Description field will be auto-filled ...

        ... however it can be edited.

      • If the Force change is ticked, then the Description field will be blank and you will be forced to enter a description.

    • Tax Band: A Tax band can be added here.

    • Unit: This is the Unit to measure the Product.

    • Qty: This is the quantity of the Stock product being returned.

    • Unit price: This is the price per unit of the Product.

  6. Select Submit to complete.

How to copy a Purchase return

Copy a purchase return

  • If you are regularly repeating a purchase return you can copy a pre-existing one rather than creating a new one every time.

  • To do so, select the purchase return document that you would like to copy then select Copy.


Updated October 2026