Purchase Order Returns
When parts need to be returned to the vendor, you can create a Return Purchase Order to track the return and decrease your inventory levels.
Return Parts
- Navigate to Purchase Orders.
- Click on the arrow to the right of the New Purchase Order icon, and select New Return.
- Complete the fields:
| Field | Description |
|---|---|
|
Warehouse |
Which warehouse wants to return the parts. |
|
PO # |
A unique purchase order number. The PO # is either automatically generated or you create it yourself, depending on how the purchase order module is configured in the module settings. You cannot use a purchase order number that has already been assigned. |
|
Vendor |
Who you are returning the parts to. |
|
Budget |
Which budget will be credited for the returned parts. |
|
Status |
The current status of the purchase order is displayed in the top left corner of the page. To change, select the appropriate status in the bottom right corner of the page. |
|
Sales Tax |
The sales tax used for this purchase. The initial sales tax setting is the default value from the selected vendor. To override the default setting, select NO TAX or a custom value created in the Vendor Module Settings. |
|
Date |
Date of the purchase order. To override the default date, type a different date in the field or click the calendar icon in the Date field. |
|
Ship To |
Name of the entity, the item is being shipped to. |
- Click the Create Return button.
- Click the New Line Item button to search for and add the parts to be returned.
- Confirm quantity and price.
- Click the Save button.
Receive the Parts and Update your inventory levels
- Click the Return Line Items button.
- Click the Return All button. Review the date & received amounts are correct - document any exceptions, then click OK.
- IN the RMA # field, enter the number and returns must be accompanied with an RMA (Return Merchandise Authorization) number.
You can also opt to have the system to issue a credit memo to keep track of the amount of credit remaining with the vendor, for the next time you create a purchase order with the same vendor.