Create Delivery Return Purchasing Goods

Delivery Return – Purchasing Goods

This feature is used to export stock originating from a Purchase Return Order or an Inventory Receiving Voucher.

Creating a Delivery Return – Purchasing Goods

Step 1: Configure Approval Process (If Required)

If an approval workflow is required, create an approval process for Receiving–Exporting Return Orders under Approval Settings.

Step 2: Access the Delivery Return Menu

1. From the left sidebar, go to the Inventory module.

2. Select Receiving–Exporting Return Order.

3. Click Add.

4. Select Delivery Return – Purchasing Goods.

Step 3: Complete the Delivery Return Form

In the Add Delivery Return – Purchasing Goods page, complete the required fields as follows:

Related Type

Select the reference type:

• Manual

• Purchase Return Order

Related Data

• If Manual is selected: choose an Inventory Receiving Voucher.

• If Purchase Return Order is selected: choose a Purchase Order Return.

Note: Each Inventory Receiving Voucher can generate only one Delivery Return Order.

Order Information

• Order Number: Automatically populated from the Inventory Receiving Voucher or Purchase Return Order.

• Order Date: Automatically set to the current date and time.

• Vendor: Automatically filled based on the selected Purchase Return Order.

• Email / Phone Number: Automatically populated from the vendor data.

• Date Created: Automatically set to the current date and time.

Return Type

Select one of the following options:

• Fully – Full delivery return

• Partially – Partial delivery return

This option applies only to Inventory Receiving Vouchers.
If Partially is selected, specific items and quantities can be adjusted within the Delivery Return Order.

Additional Fields

• Order Return Number: Automatically generated based on the configured document prefix.

• Item Details: Item names and quantities are retrieved from the selected Inventory Receiving Voucher or Purchase Return Order.

• Reason: Enter the reason for the delivery return.

• Admin Note: Enter internal administrative notes.

• Return Policies Information: Automatically retrieved from predefined content in:
  Settings → General → Receiving–Exporting Return Order → Return Policies Information

Step 4: Save the Delivery Return

• Save & Send Request
  Saves the Delivery Return and sends approval requests (if an approval process is configured).

• Save
  Saves the Delivery Return without sending an approval request.

Approval and Inventory Delivery Creation

Without Approval Process

• The Delivery Return – Purchasing Goods is automatically approved.

• Open the Delivery Return detail page.

• Click Create Inventory Delivery Voucher.

• Select the warehouse in the Select Warehouse dialog.

• Review and approve the newly created Inventory Delivery Voucher.

With Approval Process

• Approve the Delivery Return – Purchasing Goods according to the approval workflow.

• Select the warehouse to create the Inventory Delivery Voucher.

• Review and approve the newly created Inventory Delivery Voucher.

Editing Delivery Return – Purchasing Goods

• Delivery Return records can only be edited when their status is Not Yet Approved.

Deleting Delivery Return – Purchasing Goods

• Delivery Return records can only be deleted when their status is Not Yet Approved.

Delivery Return – Purchasing Goods Detail

Delivery Return documents can be:

• Viewed online

• Exported as PDF

• Printed

• Downloaded for record-keeping and auditing purposes