After receiving a PO, you may want to return a product to a vendor. Below, we will review how to return a product to a vendor and how to add a reason.
Click here to review how to create a PO.
Click here to review how to receive a PO.
You can return POs partially or fully to Vendor:
How to return PO partially
1. Log in to SalesVu.com
2. Click on 'Inventory'
3. Click on 'Purchase Order (PO)'
4. Look for the Purchase Order that contains the product you want to return to the vendor, then click on the 'v' drop-down next to it and click on 'View'
Note: To return a product, it must have the status 'Received' (click here to review how to receive a PO).
5. Click on the 'v' dropdown next to the received product
6. Click on 'Return to Vendor'
7. Type the reason. Then, click on 'Submit'
Note: You can check 'Add in-pre-defined reason list' for using this message in future occasions. See below:
The returned product will have 'Return to Vendor' status, and the product's QTY will be deducted from your inventory:
How to return PO fully
1. Log in to SalesVu.com
2. Click on 'Inventory'
3. Click on 'Purchase Order (PO)'
4. Look for the Purchase Order that contains the product you want to return to the vendor, then click on the 'v' drop-down next to it and click on 'Undo'
5.You are all set!
Important Note:The returned purchase order will show up under the open purchase orders.