How to Create and Manage Purchase Return Invoice in RetailGraph ERP

Purchase Return Invoice

How to Create Purchase Return Invoice in SwilERP (RetailGraph)


What does mean by Purchase Return?

A purchase return occurs when the buyer of inventory, fixed assets, or other items sends these goods back to the seller. A purchase return invoice is an invoice issued by the buyer to a vendor to return their products, and it does not affect the Books of Accounts but only the Stock.

In SwilERP, if the user wants to create a Purchase Return invoice, they can create it from the 'Purchase' section. SwilERP provides you with the best option to manage your purchase return data. There are Saleable/ Expired/ Damaged/ Price Difference/ Received short/ Shelf expired options to select the product return type.

To create a Purchase Return Invoice, do follow the below-given instructions.
  
Start with Login in the SwilERP dashboard to initiate the process:
  1. Go to Menu> Purchase > Purchase Return Option.
Reference Window:
SwilERP Dashboard Window

To add vendor details:

  1. Go to the Home tab.
  2. Select the Vendor name from the below-given list or add the vendor by selecting the 'New' option.
  3. If required, then enter the Reference number of the invoice.

            Note: Only the Vendor name is mandatory to fill in.



Reference Window:

Retailgraph purchase return window.

Select products details:

  1. Firstly select the product return type, i.e., products were Saleable/ Expired/ Damaged/ Price Difference/ Received short/ Shelf expired.
  2. Then select the Product that you want to return to the vendor.
  3. Select Invoice Number from the below-given list.
  4. Then the Invoice Date will be entered automatically.
  5. Add the Quantity of Product that you want to return.
  6. All further details will be filed automatically.

Reference Window:

Return product management in retailgraph.

  1. Save and Draft the page with click on the given option.
  2. To take the printout of this invoice, click on the Print tab.

Reference Window:

Purchase return process in retailgraph.

How to Return Non-saleable Goods

With purchase return feature, you can return non saleable good by creating an invoice. For this follow the below-given steps.
  1. In purchase return window, click on the non-saleable in stock option.
  2. After that, a new window of non saleable goods in stock window will appear.
Reference image:
Purchase Return Window
  1. Click on the View button.
  2. Now here you'll see all the non-saleable goods in stock.
  3. You can "select" the products which you want to return to the vendor or can "select all" stock for product returning.
  4. Here, you can also apply filters on product and manufacturer.
  5. After selecting it, simply click on the "update to" option.
Reference image:
Non Saleable Goods Window
  1. After that, all the selected data will display on the purchase return screen.
  2. Select the Vendor name and Save the window to return the products.
Reference image:


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