Purchase returns

  • 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

Select Stock / Purchase returns from the Main section of the pulse menu -

Note

This is an example screenshot of the pulse menu.

Position of the menu items within pulse will vary according to available options and dependant on personal screen resolution.

or from the Main Menu select Stock then Purchase returns -

or enter Purchase returns in the Quick Launch Side Menu.

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 on the top right of the page, 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.

  4. Enter a description.

  5. Fill in the remaining fields depending on your needs.

    • 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.

  6. Add the lines.

    • 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 it the price per unit of the Product.

  7. Press 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 press Copy.


Updated December 2024