The Purchase Return feature in Flovix allows businesses to return purchased items to suppliers when products are damaged, incorrect, or no longer required. This module helps maintain accurate inventory levels, supplier balances, and financial records by properly recording returned goods.
By using the Purchase Return option, businesses can easily adjust stock quantities, manage supplier refunds or deductions, and keep purchase transactions transparent. The system also allows users to apply taxes, discounts, and attach supporting documents for proper documentation.
Step-by-Step Guide to Create a Purchase Return (open):
1. Open the Purchase Return Module
Go to Purchases in the main menu.
Click Purchase Return (open).
Select New to create a new return entry.
2. Select Supplier and Warehouse
Choose the Supplier from the dropdown list.
Select the Warehouse where the returned products were stored.
3. Enter Return Date
Set the Date of the purchase return.
This helps maintain accurate transaction history.
4. Add Product Details
Select the Product you want to return.
Choose the Batch if applicable.
Select the Unit of Measurement (U/M).
Enter the Quantity being returned.
Add the Price Each value.
5. Apply Discount and Tax
Enter any Discount if applicable.
Select the applicable Tax Rate (for example standard tax 15%).
The system will automatically calculate the Amount.
6. Add Additional Information
Write a Memo to explain the reason for the return.
Upload attachments such as supplier confirmation or invoices if required.
7. Configure Return Details
Enter the Purchase Return Number.
Select a Cost Center if required.
Add the Purchase Invoice ID to link the return with the original purchase.
Enter a Reference Number if needed.
8. Review Financial Summary
The system will automatically calculate:
Sub Total
Discount
Tax
Net Payable
Payment
Balance Due
9. Save the Purchase Return
Review all details carefully.
Click Save to record the purchase return.
Key Features:
Record returned items against suppliers
Automatically adjust inventory quantities
Apply taxes and discounts on returned products
Link returns with the original purchase invoice
Attach documents or notes for reference
Track payment adjustments and supplier balances
Manage returns across warehouses and cost centers
Benefits of Using Purchase Return in Flovix:
Maintains accurate inventory records
Keeps supplier accounts balanced and transparent
Reduces accounting errors in purchase transactions
Helps track damaged or incorrect products
Improves overall purchase management efficiency