Guide to List Purchases Return in G SHOP POS
The Purchase Return feature enables efficient tracking and management of all returned purchases.
Navigating to the List of Purchases
To view the list of purchases return, navigate to the Purchases section in the left-hand menu and select List Purchases Return.
Filters
Refine the list of purchase returns using the following filters:
- Business Location: Choose the location for the returns.
- Date Range: Specify the range of dates to view returns within a specific period.
Purchase Return Table
The table provides an overview of all purchase returns, displaying:
- Date: The date and time the return was recorded.
- Reference No: A unique reference number for each return.
- Parent Purchase: Links to the original purchase, if applicable.
- Location: The business location where the return was recorded.
- Supplier: The supplier associated with the return.
- Payment Status: The status of payments for the return (e.g., Received).
- Grand Total: The total value of the returned purchase.
- Payment Due: Any outstanding balance for the return.
- Action: Options to view, edit, or delete the return.
Summary Section
The summary section at the bottom of the table provides:
- Total Returns: The total number of returns recorded.
- Grand Total: The cumulative value of all returns.
- Payment Due: The overall outstanding balance for all returns.
Step 2: Add Purchase Return
The Add Purchase Return feature helps you manage and record returned purchases efficiently. Click the "Add" button to add expenses
Follow these steps:
- Supplier*: Select the supplier.
- Business Location*: Specify the location.
- Reference No: Enter a unique reference number.
- Date*: Set the return date (default is the current date).
- Attach Document: Upload supporting documents (Max: 5MB; Formats: .pdf, .csv, .zip, .doc, .docx, .jpeg, .jpg, .png).
Product Details
Use the Search Products field to add returned products and provide:
- Product name, Lot Number, EXP Date (if applicable).
- Quantity and Unit Price.
- The system calculates Subtotal and Total Amount, including taxes.
Save changes
Please ensure you click the "Save" button to save your updates and finalize the process.