Create Purchase Return from Purchase

Instead of entering returned items one by one, you can create a Purchase Return (PRT) directly from an existing Purchase (Bill). LocalizeBook copies the items, unit, cost and quantity from the selected Purchase and shows how much of each item has already been returned, so your return always matches what you bought.

Use this method when:

1. You are returning goods from a specific Purchase Bill.
2. You want the item, cost and quantity filled in automatically.
3. You need to return only part of a Purchase and keep track of the remaining (pending) quantity.

Step 1: Open a new Purchase Return

1. Go to Vendor > Vendor Center and select the vendor.
2. Click Add > Purchase Return (PRT) (shortcut: Alt + X).

Step 2: Select the Purchase

1. In the Add Purchase Return form, click the select button next to the Purchase field.
2. The Purchase Pending window opens and lists the vendor's Purchases. Filter by Currency, Warehouse or Date, or search by Bill No., to find the one you need.
3. Select the Purchase. The Detail panel shows each item with its Cost, Qty, Returned Qty and Pending Qty (the quantity still available to return).
4. Click Select.

Step 3: Review the returned items

1. The items from the Purchase are added to the Item tab with their quantity, unit and cost. The A/P Account is filled in and the Currency is locked to the Purchase currency.
2. To return only part of the goods, change the Qty. Do not enter more than the Pending Qty.
3. For lot- or serial-tracked items, click the Lot / Serial indicator (for example, 0/10) and allocate the lots being returned using Auto (First Expired) or Add Row.
4. Check the Date, Warehouse, Discount, Tax and Memo as needed.

Step 4: Apply the credit to a Purchase Bill

1. Open the Set Credit tab.
2. Tick the Purchase Bill you want to offset. The Pay Amount is filled in automatically, and the summary shows Grand Total Before Credit, Credit and Total Payment.
3. Click Save & New or Save & Close.
4. 
   

Note: A Purchase Return is created from one Purchase at a time. To return items from several Purchases, create a separate Purchase Return for each one.