If a vendor takes items back, record a return on the purchase order. Projul reduces the received amounts, keeps a history of every return, and — depending on the return type — can sync the credit to QuickBooks.
You can only return items that have already been received. If nothing has been received on a purchase order yet, there is nothing to return. See How do I receive items (record actuals) on a Purchase Order? first.
Follow the written instructions below:
Opening the record a return window
- Go to Purchase Orders in the Sidebar Navigation menu.
- Click the three-dot (⋮) menu on the purchase order card and choose "Record a return."
Choosing the return type
Set the Return date, then choose how the vendor is handling the money:
- Credit on account – the vendor keeps the money as account credit toward future purchases. This syncs to QuickBooks as a Vendor Credit.
- Refund received – the vendor gave the money back (cash, card, or check). This is not synced to QuickBooks.
Recording the returned items
- Check the box next to each item being returned. Only items that have been received appear, along with the received quantity and value.
- Click the pencil icon next to an item to set the return quantity if you are returning only part of it.
- Optionally add a Reason for the return.
- Review the Total credit (or Total refund) at the bottom, then press "Record return."
Every return you record is listed under Previous returns so you always have a history. To remove one, click the trash icon next to it. When items are returned, the purchase order card shows a Partially returned or Returned label.
Related articles:
- How do I create and send a Purchase Order?
- How do I receive items (record actuals) on a Purchase Order?
- How do Purchase Orders sync to QuickBooks Online?
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