Purchase Management — Order returns and refunds
Create purchase returns, select items/warehouse, approve, change state, generate PDFs and record refunds.
01Create a purchase order returnCreate a purchasing return order from an eligible source.Admin Area → Purchase → Order Returns → New02Edit an order returnUpdate an editable return.Admin Area → Purchase → Order Returns → open return → Edit03View an order returnReview source, items, status, approval, files, activity and refunds.Admin Area → Purchase → Order Returns → open return04Delete an order returnRemove a return through the supported action.Admin Area → Purchase → Order Returns → Delete05Choose the order-return type and sourceSelect return type, related record and vendor.Admin Area → Purchase → Order Returns → New/Edit06Load items for an order returnPopulate eligible source lines for full or partial return.Admin Area → Purchase → Order Returns → New/Edit → Source/Items07Choose a warehouse for a returnUse the warehouse modal when the optional Warehouse integration is active.Admin Area → Purchase → Order Returns → open return → Select Warehouse08Record a return reason and quantitiesEnter the supported item quantities and reason.Admin Area → Purchase → Order Returns → New/Edit09Request approval for an order returnSubmit the return to its approval route.Admin Area → Purchase → Order Returns → open return → Request Approval10Approve or reject an order returnRecord the authorised return decision.Admin Area → Purchase → Order Returns → open return → Approve/Reject11Run the pre-approval return checkUse the supplied validation before approval.Admin Area → Purchase → Order Returns → open return → approval action12Change an order-return statusSelect a supported state.Admin Area → Purchase → Order Returns → open return → Status13Understand order-return statusesInterpret Draft, Processing, Confirm, Shipping, Finish, Failed, Cancelled and On hold.Admin Area → Purchase → Order Returns14Add an order-return activity entryRecord module activity for the return.Admin Area → Purchase → Order Returns → open return → Activity15Delete an order-return activity entryRemove an activity-log row through the supported action.Admin Area → Purchase → Order Returns → open return → Activity → Delete16Generate an order-return PDFRender the return PDF.Admin Area → Purchase → Order Returns → open return → PDF17Create an order-return refundRecord a refund against a return.Admin Area → Purchase → Order Returns → open return → Refunds → New18Edit an order-return refundUpdate a refund record.Admin Area → Purchase → Order Returns → open return → Refunds → Edit19Delete an order-return refundRemove a refund record.Admin Area → Purchase → Order Returns → open return → Refunds → Delete20Filter the order-return registerUse return status and list filters.Admin Area → Purchase → Order Returns21Troubleshoot order-return approval or refundCheck source eligibility, items, quantities, approval state, permissions and recorded amounts.Admin Area → Purchase → Order Returns → open return