Purchase Order Returns

Incorrect shipments or damaged products from a vendor can now be managed in the Purchase Returns module.

There are several ways to create a Purchase Order Return in Agiliron. The most common way to create a Purchase Return is from the original PO.

To create a Purchase Order Return from the original PO, navigate to Orders > Purchase Orders and select the purchase order number.
On the next screen, click on the "Create Return" button.
Purchase Order Returns can also be created by navigating to Orders > Purchase Returns.
Select the "More Options..." icon and click "Create Return".
All Purchase Order Returns created will display in this module.
Alternatively, you can click also on New > New Purchase Return to create a new Purchase Order Return.

In the pop-up window that appears, enter the Purchase Order number of the order you wish to return. If you wish to return product that is not on a purchase order, enter "None" to create a new return from scratch. For this example, we are returning products created on PO number 7.
- Click "OK" to proceed.

When a PO number is entered into the pop-up box, the purchase order will appear as shown below for editing.
If a PO contains multiple line items, you can delete the line items you are not returning so that the order contains only products that you will be returning to the vendor.
Verify that the stock location is correct on the order, this is the location in which stock will be deducted when the PO is returned.
For this example, we will be returning 25 of the 250 computer monitors that were previously ordered and received.
Click "Save" when the PO information has been updated.

Once the PO Return has been saved, it will appear under Shipping > PO Returns Shipping.

When the order has been shipped back to the vendor, navigate to this module and click on the Order ID to open/edit or click the "Edit" icon.
Select the "Shipped" box and click "Save". Once the return has been marked shipped, the inventory for the product(s) on the return will be updated.