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You may return some items to your vendors, such as when some items are damaged. In this case, they may issue you a refund for those products. You can also track credits owed to you.

The Return tab keeps track of the products you return. It is accessible by clicking the button from the bottom of a Purchase Order.

A red light is shown if the return table is empty, otherwise a yellow light is shown if a refund has not yet been issued to you and a green light is shown when the refund has been issued.

The return table can be modified once the order is marked as Fully Received.

Return Tab Columns

Item - This is the item name or item code for the product or service being returned. Items can be selected from the drop-down box or can be entered by scanning the barcodes. For this you have to setup product barcodes, click into Item field and scan. The Item will be selected. If the item is scanned repeatedly, then the quantity will be incremented accordingly.

Description - This is a text description of the product or service being returned. This field will be shown, only if Show Product Description is set in the Settings. This will default to the description from the product information, but can be changed here.

Vendor Product Code - The item name or item code that the vendor uses for the product or service being ordered. This will default to the Vendor Product Code set up in Vendor Information for this vendor and product, or it will be blank.

Quantity - The quantity of the item being returned. This can be entered manually or selected from the drop-down box. Quantities can be entered in any UoM. Unit Price is per UoM displayed. Changing the UoM updates the Unit Price (e.g. changing to a pack of 2 doubles the unit price). The default will be the quantity on the first line of the Order or Receive tabs matching this product, or if there is no quantity, then to 1 purchasing unit.

Unit Price - This is the price per unit that the vendor should refund you for this item. In order of priority, this will be defaulted to the cost in the order, then the Cost set up in Vendor Information for this vendor and product, then the Cost set up in Product information for this product, then the unit price you last purchased this item for, then zero.

Discount - A percentage discount given by the vendor on the price of this item. You can also enter in a fixed-amount per-unit discount by typing in the discount as a currency figure (e.g. $5). This will be deducted from the amount to be refunded.

Tax - This may be hidden, depending on your company settings. The Product Tax Code for this item determines if it is taxed in a special way, e.g. tax exempt. This is defaulted to the Product Tax Code in the product information for this product. More information on Product Tax Codes.

Sub-total - The total amount to be refunded for this item for the quantity given and after applying discounts, but before applying taxes or freight. This is calculated based on the Unit Price, Quantity and Discount, and cannot be modified.

Return Tab Footer

Return Date - The date the products were returned.

Remarks - This field allows you to enter any extra remarks. The remarks here will not be shared with your vendor.

Sub-Total - The subtotal at the bottom of the return table shows the base amount to be refunded to you before taxes, freight and other adjustments.

Tax - This may be hidden, depending on your company settings. You may see one or more Tax fields depending on the Taxing Scheme set for this order. This shows amount of tax refunded to you. You may change the amount of tax charged here, but if the return information is later changed, the tax will be automatically recalculated.

Freight - The amount of freight or other surcharges to be refunded to you. If the vendor does not refund freight charges, then leave this blank.

Total - The total to be refunded before restocking fees.

Fee - A restocking fee to be charged to you by the vendor for the return. This will be deducted from the amount to be refunded.

Refunded - The amount that the vendor has already refunded to you.

Credit - The remaining amount of money that the vendor should refund to you or give to you as a credit.

Refund in Full - Click here to quickly set the Credit balance to zero when the vendor has issued you a refund. This sets the Refunded field to the full amount and Credit is set to zero. Fees are subtracted from the amount to be refunded. Vendor balance is also updated.

Auto Fill - Clicking the Auto Fill button prompts inFlow to automatically suggest products to return. This will suggest that you return all products for the entire order. You may choose to use Auto Fill and then remove the items not being returned. Auto Fill will copy the information from the payment tab and set the return date. It will also copy UoM, description and freight.