Supplier Return Notes

Supplier Return Notes

The Supplier Return Notes guide helps you record and manage returns of products or services to suppliers. Return notes ensure accurate inventory and financial adjustments.

Creating a New Return Note

1. Navigate to Procurement → Return Notes.
2. Click Create New Return Note.
3. Fill in the following fields:

• Return Note Reference *
  Reference is auto-generated. Click the lock to edit manually.

• Supplier *
  Search and select the supplier receiving the returned items.

• Return Date *
  Select the date of the return (default is today).

• Location *
  Choose the location from which the items are returned.

• Ledger *
  Select the ledger associated with this supplier.

• Currency *
  Pick the currency relevant for the return (if needed).

• Remarks
  Optional notes describing the reason for the return.

4. Click Save.

After saving, you will be navigated to the return note detail page where you can:

• Add products or services being returned with quantities and unit details.
• Edit return note details if needed.
• Link to purchase orders or invoices, approve, or cancel the return note.

Tips

• Verify supplier, location, and product details before saving.
• Clearly note reasons for returns in remarks for audit purposes.
• Ensure ledger and currency information are accurate for proper accounting.