Order returns and refunds

Choose the order-return type and source

Select return type, related record and vendor. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.

Audience: Purchasing staffPermission: purchase_order_return capabilityModule v1.7.9

Jump to steps

Where to goAdmin Area → Purchase → Order Returns → New/Edit

Before you start

Use an account with purchase_order_return capability and confirm the intended record or setting before making a change.
Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.

What you’ll accomplish

Select return type, related record and vendor. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.

Follow these steps

Go to Admin Area → Purchase → Order Returns → New/Edit.
Go to the exact setting, option or record named in this guide.
Enter or select the required value; leave unrelated options unchanged.
Save the form and wait for the success response.
Reload the page or open a controlled record to confirm the stored value is being used.

Fields and options to review

Return sourceReturn type, related purchase order/invoice or other source, vendor and selected items.

Return detailQuantity, warehouse where available, reason, amount, status, attachments and refund records.

Rules the system enforces

Order-return states exposed by the register include Draft, Processing, Confirm, Shipping, Finish, Failed, Cancelled and On hold.
Approval and refund actions are separately validated from basic record editing.

How to confirm it worked

The supported choose the order-return type and source flow completes without bypassing permission or validation checks.
The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
Unexpected validation, provider or linked-record errors are investigated before retrying.

Security, privacy and operational checks

Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
Test settings and automated jobs with controlled records before production-wide use.

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