Purchase Return Outbound

A purchase return outbound records goods leaving your branch to go back to a supplier. When it's approved, the quantities are removed from stock at the For Location.

Menu: Purchase and Other Expense › Purchase Return Outbound

For buttons, statuses and approvals shared by all transactions, see Working with transactions.

How to create a purchase return outbound

Required permission

Purchase and Other Expense › Purchase Return Outbound › Create

The quickest way is from an approved Purchase Return. See How to send the goods back.

To create one here:

1. Open Purchase and Other Expense › Purchase Return Outbound and click ⊕ (Add New Transaction).
2. Fill in Created For, For Location, Request by, Supplier, Payment Method, Term and Remarks.
3. Choose how to add products:
   • Direct: add the products yourself.
   • From Invoice: in Reference, choose Purchase Return or Stock Return Inbound (goods another branch returned to you that you're sending on to the supplier). Then type the sheet number of the approved transaction, pick it and click Import.
4. Click Save ▾ and choose Save, Approve or Approve and Print.

caution

Once approved, the stock is reduced. To undo it, Revert the outbound (requires Purchase and Other Expense › Purchase Return Outbound › Revert).

What approval does

• Stock goes down at the For Location. Serial numbers and batches you choose leave stock (serials become On Transit until the supplier has them).
• The purchase return's remaining quantities go down.
• The amount can be deducted from a supplier payment: in Payment, add it with Purchase Return Outbound Selector.

Example

Returning 6 defective kettles to HomeTech: open the approved purchase return, tick the 6 kettles and click Create Purchase Return Outbound, or create the outbound here with the return as its reference. Approve when the goods leave: kettle stock drops from 40 to 34, and 7,500.00 is ready to be deducted from your next payment to HomeTech.

Settings that affect this module

Your administrator can change these in Settings (see About settings). Click a section to see the choices.

Generic Settings › Purchase Inbound

• Apply counter checking of serial number or batch by re-scanning it to another modal window?

Generic Settings › Purchase Return Outbound

• Warn if inventory reaches minimum?
• Auto-print after Save?
• Set the default printout template for this transaction module

Generic Settings › Purchase Return

• Allow to create purchase return transaction without referencing of purchase inbound transaction
• Allow to create return outbound transaction without reference purchase return.

Branch Settings › General

• Prevent product inventory to be negative after outbound transactions

Branch Settings › Payment

• Display transactions of other branches?

Branch Settings › Purchases

• Display products based on supplier?

Other permissions for this module

Permission	Allows you to
Purchase and Other Expense › Purchase Return Outbound › Approve	Approve outbounds, which removes the stock
Purchase and Other Expense › Purchase Return Outbound › Edit Price	Change the price on a row
Purchase and Other Expense › Purchase Return Outbound › Show Cost	See product costs
Purchase and Other Expense › Purchase Return Outbound › View Other Users' Transaction	See outbounds created by other users