How to Create Purchase Return Bulk Entries in Unisolve/Cross

How to Create Purchase Return Bulk Entries in Unisolve/Cross

How to Create Purchase Return Bulk Entries in Unisolve/Cross


Unisolve/Cross software added a new feature for creating purchase return bulk entries. With this option, users can create purchase entries for multiple suppliers, which means users can return all products concurrently. There are two types of processes in Unisolve software; First, users can return those products together, which are returned from customers, or users can return those products which are stocked in Godown. Do follow the below-given steps to know the process of creating purchase return entry.

Note: Firstly, install the latest version of Unisolve/ Cross to implement the Process.

Start with login in Unisolve/Cross software to initiate the process
  1. Go to the Adjustment Menu> Purchase Return (Bulk Issue) Option.
Reference image:
Unisolve Dashboard Window

Step:1 Create purchase return entry for returned products by customer in Unisolve

A new window of Collection Breakage/ Expiry List will appear in the next slide. Fill in the following details to create a purchase return entry.
  1. Tick mark on the Adj. Inv/Cr. Note option, if you want to adjust invoice/credit note in the return entry. You can also modify it after creating invoice.
  2. Click on the Supplier List to select the multiple supplier.
  3. Tick mark on the Get Scheme and Discount option, to include scheme & discount data here.
  4. Tick mark on the Get Locked Data option to include locked data in purchase return entry.
  5. Select GST Method:
    1. Select the "T" option to adjust GST amount.
    2. Otherwise select "R" option.
  1. Select From to Upto date in which you want to select the purchase return data.
  2. Master Group, Group, Product: Select these details from the given options. For which you want to create purchase return entry.
  3. Select Use Rate in which rate you want to return the product.
  4. After selecting details, Tick-mark on the Re-Generate Again option.
  5. Then, click on the Show Detail option.
Reference image:
Purchase Return Window

  1. After clicking on the Show Detail option.

  2. The details will appear according to the selected options below given screen.

  3. Select the details and click on the OK button.

  4. After clicking on OK button, the purchase return entries will be created automatically.
Reference image:
Purchase Return Window
After creating a purchase return entry, go to the purchase return entry section if you want to view the entries.
  1. Go to the Purchase Return entry.
  2. There you will see all the product entries for which you have created purchase return (Bulk Entry).
  3. Also, users can also modify the entry here.
  4. As you will see the below-given image reference image.
Reference image:
Purchase Return Window

Step:2 Collection of Breakage/Expiry Data in Unisolve

From this option, users can collect breakage/ expiry data by creating Godown entry. So for doing this process, users have to create a Godown entry and then create a purchase return (bulk entry) to return the products.

  1. First, go to the Adjustment Menu> Godown Breakage/ Expiry option.

  2. Create an entry and save the window.

  3. After creating it, return to the Purchase Return (Bulk Issue) option.

  4. After that, Here you have to Tick-mark on the Collect Godown Exp./Brkg option to collect the data from there.

  5. Now, select the parameters same you selected in the Step:1 process.

  6. Click on the Show Detail option, and the details will appear on the screen.

Note: When you select the details, this option includes the Godown stock in shown data. After creating it, users can view the entries in the purchase return option.


Reference image:
Godown Entry Window

How to Create Purchase Return Bulk Entry in Cross

  1. Go to the Adjustment Menu> Purchase Return (Bulk Issue) option.
Reference image:
Cross Dashboard Window
A new window of Collection Breakage/ Expiry List will appear in the next slide. Fill in the following details to create a purchase return entry.
  1. Tick mark on the Adj. Inv/Cr. Note option, if you want to adjust invoice/credit note in the return entry. You can also modify it after creating invoice.
  2. Click on the Supplier List to select the multiple suppliers.
  3. Tick mark on the Get Locked Data option to include locked data in purchase return entry.
  4. Select Collect from Current Stock option:
    1. Expired Items: If you want to include expired items details then select this option.
    2. Near Expiry Items: If you want to include near expired items then select this option.
    3. Do not Collect: If you don't want to include any data then select it.

  1. Select GST Method:

    1. Select the "T" option to adjust GST amount.

    2. Otherwise select "R" option.

  1. Select From to Upto date in which you want to select the purchase return data.

  2. Master Group, Group, Product: Select these details from the given options. For which you want to create purchase return entry.

  3. Select Use Rate in which rate you want to return the product.

  4. After selecting details, Tick-mark on the Re-Generate Again option.

  5. Then, click on the Show Detail option.

  6. The details will appear according to the selected options below given screen.

  7. Select the details and click on the OK button.

Reference image:
Purchase Return Window
After creating a purchase return entry, go to the purchase return entry section if you want to view the entries.
  1. Go to the Purchase Return entry.
  2. There you will see all the product entries for which you have created purchase return (Bulk Entry).
  3. Also, users can also modify the entry here.
  4. As you will see the below-given image reference image.
Reference image:
Purchase Return Window
  1. If you require support, please read: How to get online support (Guide & Video)
  1. To avail this facility, download our Latest Patch of Unisolve/Cross Software. Kindly read: How to Download Last Patch (Guide) to download the last patch.
  1. For more details, please make a ticket on swildesk.com.

Thanks
SWIL Team