Managing Purchase Returns

The Purchase Return module allows you to easily process and track inventory or items that need to be returned to your vendors. This documentation covers how to navigate the Purchase Return dashboard, create new return records, and manage existing returns.

**[Image: Purchase Return dashboard overview showing the list view, red theme, and available filters]**

1. Accessing the Purchase Return Dashboard

To access the module, navigate to the main left-hand menu, click on Purchases to expand the dropdown, and select Purchase Return.

The main dashboard provides a comprehensive list of all your purchase returns. Here, you can easily review and organize your records:

• List View Details: The table displays key information for each return, including the Purchase Number, Date, Branch, Invoice Number, Vendor, Purchase Return Account, Currency, Remarks, Grand Total, and the current Status (e.g., Approved, On Hold).
• Filtering Options: Use the top dropdown menus to filter records by specific Branches or by Status.
• Date Filters: Click the date filter icon to quickly view returns from specific timeframes, such as Today, Last 7 Days, Last 30 Days, This Month, Financial Year, or a Custom Range.
• Pagination: If you have many records, use the pagination controls at the bottom or top to adjust how many entries are shown per page (e.g., show 10 at a time) and skip between pages.

2. Creating a New Purchase Return

**[Image: Add New Purchase Return form showing the main details and product tabs]**

Follow these steps to log a new purchase return:

1. On the Purchase Return dashboard, click the blue + Add New button located in the top right corner.
2. Fill in the Header Details:
   • Select the applicable Branch and the Date of the return.
   • Choose the Vendor from the dropdown menu. If the vendor is not listed, click the + Add New Vendor button below the field to create their profile on the fly.
   • Verify the Purchase A/C (Purchase Return Account) and the Currency & Ex.Rate.
   • Add any necessary explanations or notes in the Remark fields.
3. Manage Form Tabs: Below the header, you will find four tabs to complete the return details:
   • Product: Click here to add the specific items or products that are being returned.
   • Adjustment: Use this tab to log any monetary adjustments related to the return.
   • Payments: Specify how the return payment is handled. You can select the mode of payment (Cash, Credit Card, Cheque, CAREEM, Debit/Credit Note, etc.), and enter relevant bank details, check dates, and authentication amounts.
   • Settings: This tab allows you to toggle specific options on or off for this particular transaction, such as enabling margin percentages, automatically opening product popups, or displaying department names with products.
4. Review the calculated Total Tax, Total Discount, and Grand Total at the bottom of the screen.
5. Once complete, click Save at the bottom of the page to record the return.

3. Viewing and Managing Existing Returns

**[Image: Detailed view of a saved Purchase Return showing action buttons like Edit, Print, and Export]**

You can easily review or modify past purchase returns directly from the dashboard:

1. Click on any record row in the Purchase Return list to open its detailed view.
2. Review Information: The detail view is categorized into tabs including Details (showing itemized lists and totals), Approvals, Journal Entry, Notes & History, and Attachments.
3. Available Actions: At the top of the detail record, you have several options:
   • Edit: Click to reopen the form and add or modify items, adjust quantities, or update remarks.
   • Print: Generate a physical copy of the return. You can select different visual templates from the PDF Design dropdown menu located on the right.
   • Export to Excel: Download the transaction data in a spreadsheet format.
   • Delete: Remove the record if it was created in error.
   • Post to Sales Return: Push this record data directly into the sales return workflow if applicable.