Purchase Management — Order returns and refunds
Create purchase returns, select items/warehouse, approve, change state, generate PDFs and record refunds.
Create a purchase order return
Create a purchase order returnCreate a purchasing return order from an eligible source.Admin Area → Purchase → Order Returns → New
Open guide →GuideEdit an order return
Edit an order returnUpdate an editable return.Admin Area → Purchase → Order Returns → open return → Edit
Open guide →GuideView an order return
View an order returnReview source, items, status, approval, files, activity and refunds.Admin Area → Purchase → Order Returns → open return
Open guide →GuideDelete an order return
Delete an order returnRemove a return through the supported action.Admin Area → Purchase → Order Returns → Delete
Open guide →GuideChoose the order-return type and source
Choose the order-return type and sourceSelect return type, related record and vendor.Admin Area → Purchase → Order Returns → New/Edit
Open guide →GuideLoad items for an order return
Load items for an order returnPopulate eligible source lines for full or partial return.Admin Area → Purchase → Order Returns → New/Edit → Source/Items
Open guide →GuideChoose a warehouse for a return
Choose a warehouse for a returnUse the warehouse modal when the optional Warehouse integration is active.Admin Area → Purchase → Order Returns → open return → Select Warehouse
Open guide →GuideRecord a return reason and quantities
Record a return reason and quantitiesEnter the supported item quantities and reason.Admin Area → Purchase → Order Returns → New/Edit
Open guide →GuideRequest approval for an order return
Request approval for an order returnSubmit the return to its approval route.Admin Area → Purchase → Order Returns → open return → Request Approval
Open guide →GuideApprove or reject an order return
Approve or reject an order returnRecord the authorised return decision.Admin Area → Purchase → Order Returns → open return → Approve/Reject
Open guide →GuideRun the pre-approval return check
Run the pre-approval return checkUse the supplied validation before approval.Admin Area → Purchase → Order Returns → open return → approval action
Open guide →GuideChange an order-return status
Change an order-return statusSelect a supported state.Admin Area → Purchase → Order Returns → open return → Status
Open guide →GuideUnderstand order-return statuses
Understand order-return statusesInterpret Draft, Processing, Confirm, Shipping, Finish, Failed, Cancelled and On hold.Admin Area → Purchase → Order Returns
Open guide →GuideAdd an order-return activity entry
Add an order-return activity entryRecord module activity for the return.Admin Area → Purchase → Order Returns → open return → Activity
Open guide →GuideDelete an order-return activity entry
Delete an order-return activity entryRemove an activity-log row through the supported action.Admin Area → Purchase → Order Returns → open return → Activity → Delete
Open guide →GuideGenerate an order-return PDF
Generate an order-return PDFRender the return PDF.Admin Area → Purchase → Order Returns → open return → PDF
Open guide →GuideCreate an order-return refund
Create an order-return refundRecord a refund against a return.Admin Area → Purchase → Order Returns → open return → Refunds → New
Open guide →GuideEdit an order-return refund
Edit an order-return refundUpdate a refund record.Admin Area → Purchase → Order Returns → open return → Refunds → Edit
Open guide →GuideDelete an order-return refund
Delete an order-return refundRemove a refund record.Admin Area → Purchase → Order Returns → open return → Refunds → Delete
Open guide →GuideFilter the order-return register
Filter the order-return registerUse return status and list filters.Admin Area → Purchase → Order Returns
Open guide →GuideTroubleshoot order-return approval or refund
Troubleshoot order-return approval or refundCheck source eligibility, items, quantities, approval state, permissions and recorded amounts.Admin Area → Purchase → Order Returns → open return
Open guide →