Return a Purchase
Return a Purchase
Overview
This guide will help you record an authorized return of purchased goods to a supplier.
Muhasib records the return and may reduce stock and supplier payable or create supplier debit/refund balances.
Who can do this
You need access to Purchase Return plus supplier, item, location, batch/serial, tax, and account.
Before you start
Locate the original purchase and confirm return quantity, reason, stock source, supplier authorization, credit/refund expectation, and approval.
Before saving, check that the correct company is open and that you have permission to complete this task.
Where to find it
Back Office → Purchases & Suppliers → Purchase Return.
Return a Purchase
Step 1: Start Purchase Return and select the original purchase when supported
Step 2: Confirm supplier and source document
Step 3: Select returned lines and eligible quantities
Select returned lines and allowed quantities.
Step 4: Confirm cost, discount, tax, location, batch, serial, and reason
Step 5: Enter supplier return authorization/reference
Step 6: Review expected debit/refund treatment and save once
Check your work
Compare and Confirm return to original purchase, physical dispatch, stock ledger, supplier ledger, tax, cost, and general ledger.
Take a moment to check your work before closing the window. This small check can save time later.
If something goes wrong
- Do not return more than the allowed stock/source quantity.
- Check for existing return records before retrying.