A Purchase Return sends goods back to the supplier and reverses the
stock and the supplier balance that the Goods Receipt Note (GRN)
created. Pulling the GRN into the return keeps the same items, prices
and VAT, so you only choose the quantities. Available in ERP,
Restaurant, Retail, Retail 2nd Edition and Weigh Scale editions.

Before you start

  • The original GRN must be saved and approved in Procurement →
    Goods Reciept Note
    .
  • Your user needs Procurement permission.
  • Know the GRN number, or the supplier code and date.

Steps

  1. Open Procurement → Purchase Return. The PURCHASE
    RETURN screen opens with a new PRTN NO.
  2. Enter the Supplier Code (or use search). The
    supplier name, TRN and address fill in.
  3. Type the original GRN number in GRN NO and click
    PULL. All lines from that GRN load into the grid.
    GRN lines pulled into Purchase Return
  4. Tick Select on the lines you are returning. Use
    Select All if the whole delivery goes back. Tick
    Delete for lines you want removed.
  5. Change Qty on each selected line to the quantity
    being returned. Price /Unit, Tax% and Amount are taken from the
    GRN.
  6. Type a reason in Remarks (for example “damaged on
    arrival”) and the supplier credit reference in Ref No
    if you have one.
  7. Click Save. Vatrix confirms the document.
  8. Click Approve. Stock is reduced and the supplier
    account is debited.  approved purchase return with Net
Total
  9. Click Print or PRINT PREVIEW for a
    copy to send with the goods.

Check it worked

Open Reports → Stock Report: the returned quantity
is gone. Open Reports → Supplier Ledger for the
supplier: the return appears as a debit reducing what you owe.

Common problems

  • PULL loads nothing → the GRN is not approved, or the supplier code
    differs from the GRN. Check SAVED DOC in Goods Reciept
    Note.
  • Cannot change Qty above the received amount → returns are limited to
    what was received on that GRN.
  • Approve is greyed → the document is not saved yet, or your role
    lacks approval rights.

Video

FAQ

Can I return without a GRN? Yes. Add items manually
on the Purchase Return screen, but pulling the GRN is safer for prices
and VAT.

Does the return reduce my input VAT? Yes. The VAT on
the return is reversed and shown in the VAT Filling Report.

Can I edit an approved return? No. Make a new GRN to
bring the goods back in, or contact support.

Need help?

WhatsApp +971 50 428 2953 · sales@vatrixerp.com · 9:30 am–9:30
pm.

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Need help? WhatsApp +971504282953 · sales@vatrixerp.com · 9:30 am – 9:30 pm

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