Purchase return order
The return order is a return agreed with the vendor first, for example after a complaint: what and how much goes back. The purchase return receipt (the goods leave) and the purchase credit memo are made from it. The menu is .
For a return without agreeing it first, it's quicker straight from the invoice: Corrections, returns and transfers.
How it's made
With Add new record, like an order: vendor, External document, Products with the quantities to return.
A return document entered by hand, not made from an invoice or receipt, shows "Document of type return manually made, not generated from a document!" above the form – it isn't linked to the purchase the goods came from.
Form
The Payments tab shows the money the vendor pays back for the return order. Like the order, it can be returned and credited in parts (Shipping advice Partially): Partial receipts and invoicing. The other tabs: Document list and form.
Statuses
| Status | Meaning |
|---|---|
| Draft, In progress, Pending Approval | Being prepared and approved. |
| Approved | The goods can be returned and a credit memo made. |
| Partially Processed | Part is returned or credited. |
| Fully Processed | Everything is returned and credited. |
| Canceled, Expired, Reversed | Won't be carried out, or reversed. |
Next status and Next progress
From the approved return order, with Next progress:
| Action | What it does |
|---|---|
| Make a return receipt | A purchase return receipt that ships the goods right away: Purchase return receipt. |
| Make a return receipt(Wait for shipping) | A return receipt in Waiting for shipping; the goods leave later. |
| Make a credit memo | A purchase credit memo, processed: Purchase credit memo. |
| Make a return receipt + Make a credit memo | Return receipt and credit memo in one step. |
| Make a return receipt(Wait for shipping) + Make a credit memo | The credit memo is processed, the goods haven't left yet. |
| Make a retail refund transaction | Returning goods bought on a retail transaction: Purchase retail refund transaction. |
Actions and Finance
- Actions: Transfer to location, Transfer from location, Clone and Reverse purchase return order.
- Finance: Payments and the Account ledger.