Purchase Returned

From eStream Software
Revision as of 09:52, 17 June 2021 by Twfaung (talk | contribs) (→‎How to send report via Whatsapp)
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)

Menu: Purchase | Purchase Return..

Introduction

  • Purchase return document is created when you return purchased goods back to the supplier.
Purchase return browse.png

Purchase Return - Entry

1. Click on New button.
2. See the New Purchase Return entry form screenshot below.
Purchase return new.png
3. Select the Supplier Code. You direct key-in and search by either supplier code or name.
  • press the TAB button on your keyboard to shift the search method. The highlighted column indicates the search by column
Purchase return tab.png
4. Select the Item Codes, key in the quantity and price.
Purchase return sample.png

Transfer From

  • Instead of keying in a new document, you can transfer it from existing Purchase Invoice or Cash Purchase document.
  • All you have to do is RIGH-CLICK at the "Purchase Return" title
Purchase return transfer from.png

Purchase Return-More: Project

  • There are 2 types of project you need to be take note.
  1. Document Project
  2. Detail Project
  • For document project, you need to point to MORE section (on the left side bar).
  • For detail project, you have to insert the project column out from Field Chooser.
Return purchase-project.png


Purchase Return - Attachment

You can use this feature to attach external PDF, excel, word documents and image files.

Purchase return attach.png
1. Go to the left of the screen and click "Attachment"
2. Click the small black arrow at the red plus icon
3. select File , and choose the file form your computer that you want to attach

Purchase Return - Note

1. Click on the Note section (on the LEFT side bar).
2. RIGHT click it, you will see the Rich Text Editor pop-up.
3. You can start key-in the note. See the example screenshot below.
4. Click on X button to save and exit the Rich Text Editor.
5. You will get prompted the Save changes? message. Click YES to save it.
Purchase return note.png


Purchase Return - Report

  • After saving your purchase return, you can preview your report. Press the preview icon to preview your return report
  • You can print, export your report, or send it to your customer via whatsapp.
Purchase return preview.png

How to send report via Whatsapp

Report send 1.png
Purchase retuen-whatsapp.png

A QR code will appear on the screen. Scan the QR code with your Whatsapp's WhatsappWeb function

See also