How to return goods to a supplier and record a supplier refund

Step 1: Open Purchase Return

In Purchase Orders, press Actions on the received PO and choose Purchase Return.

Step 2: Choose what goes back

For each item, enter the Return Qty - you can return up to what was received. Check the Return Date, type the Reason (for example Two bags arrived torn) and press Record Return. The items come out of stock and the PO shows Items Returned.

Step 3: Record the refund

If you had already paid for those items, the supplier owes you money. When it comes back, press Actions > Supplier Refund. Enter the Amount, the Date, where it was Received Into (Cash, Bank Transfer, Cheque, Card or Other) and a note, then press Record Refund.

Good to know

• If the PO was not yet paid, a return simply reduces what you owe the supplier.
• Purchase Return is only available once a PO has been received; Supplier Refund once it has a payment.