Add Purchase Return

Direct Link: https://app.meroerp.com/purchase/purchase-orders

1. Log in to your MeroERP account.
2. On the left navigation menu, browse to Purchase > Purchase Orders.
3. Find the purchase order of which you would like to create purchase order return and click on it. This will redirect you to the Purchase Order Detail page.
4. Make sure the precondition stated is met.

Pre condition:

1. Purchase Status: Processing
2. Fulfillment Status: Partially Fulfilled or Fulfilled

4. Here you have two options.

   1. In the right buttons panel, click on Create Return. This will redirect to Create Purchase Return page.
   2. Locate the Return panel. Then click on Add. This will redirect to Create Purchase Return page.

5. Fill the required fields.

   1. Purchase Return Information

      1. *Return Type

         1. Return & Refund
         2. Refund
         3. Exchange

         Note: In Return Type: Exchange, if there are no any shipping charge, the Payment Status will be set to Paid automatically.

      2. Title

      3. *Order Numhber: This is auto generated.

      4. *Order Date

      5. *Due Date

   2. Supplier Information: This will be autofilled from Purchase

      1. Email
      2. Name
      3. Order Number
      4. Tax Number
      5. Contact Numbers
      6. *Billing Address
      7. *Return Address

   3. In Items panel, select only those items you would like to return. Delete those items which you are not returning.

   4. Set the quantity of the item/s you want to return.

   Note: Only Fulfilled items appear here.

   5. Make changes in the Shipping Charge and Adjustment Amount if needed.
   6. Purchase Return Terms / Purchase Return Note / Purchase Return Footer

6. Here you have two options.

   1. Click on Create to create a Purchase Return with Purchase Return Status: Draft.
   2. Click on Create and Send to create an Purchase Return with Purchase Return Status: Sent.