Create a purchase order return

This is part of the Purchasing Add-on Module

When items are missing or are poor quality, you may need to create a purchase order return. Using a return will help maintain accurate historical records to account for shortages or quality issues on received purchase orders.

1. Navigate to Purchasing, then Returns.
2. Click New Return in the taskbar.
3. Select a Return Date and a vendor from the list, then click Add.
4. Review the information on the return including the Vendor information. See a detailed description of all fields on a return.
5. Add items to the return:
   1. Add Items to Return: This method adds items from your inventory to the return.
      1. Choose Add items to Return.
      2. In the left pane, toggle to view items listed by Vendor, Reorder Point, Available (Items in your inventory), or Show All.
      3. Search for items to add using the search bars provided.
      4. Click into the “Enter Qty” column for the item and write the quantity to add to the order.
      5. Hit Enter to move those items onto the return.
   2. Select Items to Return From PO: This method allows you to choose items from existing purchase orders to add to the return.
      1. Choose Select Items to Return From PO.
      2. In the popup window, select which PO you want to add items from and click Select.
      3. In the left pane, a list of items from that order will appear.
      4. Enter the number of items to return in the Enter Qty column.
      5. Hit Enter to move those items onto the return.
6. You may choose to allocate which crops the returned items will be removed from.
7. Print or Email the return for record keeping.
8. When complete, you will click Post Return.