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Purchase Return
Sending stock back to a supplier — wrong item, short weight, spoiled on arrival. Stock goes down, what you owe goes down.
What this screen is for
A purchase return reverses a purchase. It takes the stock back out, and either reduces what you owe the supplier or records a refund coming back to you.
How to get here
Sidebar → Transactions → Purchase Return.
The screen, part by part
| Field | Notes |
|---|---|
| Supplier | Who you are returning to |
| Date | When it went back |
| Payment Method | How a refund is coming back, if it is |
| Bank | The account receiving the refund |
| Reference | The original purchase bill number |
Items — one line per thing going back: the item, the quantity and the rate it was bought at.
Totals show the value returned and how much is being refunded in cash versus taken off the balance.
Step by step
Rejecting part of a delivery
- Choose the supplier and reference the original bill.
- Add only the rejected lines, at the rate on the original bill.
- Leave the refund at zero — it comes off what you owe them.
- Save.
Getting cash back
- Same, but record the refund amount and the method it came back by.
Good to know
- Use the original purchase rate. Returning at today's price against yesterday's purchase leaves a permanent gap in the supplier's balance.
- Purchase returns show on the Dashboard's Monthly Returns chart and in the Purchases card's Returns figure.
- Find them later in History under type purchase return.