Automatic generation of rejection and replacement debit notes for rejected goods

YouTube: Automatic Generation of Rejection & Replacement Debit Notes for Rejected Goods

🔄 Automate Rejections & Replacements with Logic ERP 📦🧾

Logic ERP offers a powerful feature that automates the generation of debit notes and purchase returns for rejected or replaced goods. 🚀 Follow this step-by-step tutorial to streamline your purchase transaction workflows and maintain accurate inventory. 🧮

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🛒Step 1: Entering a Purchase Voucher

1. 📍 Navigate to the Purchase section from the main menu.

2. 🧾 Select Purchase Voucher option.

3. 📝 A purchase voucher records all purchase details like:

   • 🧑‍💼 Vendor information.

   • 📦 Items purchased.

   • 🔢 Quantities.

4. ✅ This forms the foundation for tracking and managing rejections, shortages, and replacements efficiently.

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❌Step 2: Entering Rejection and Replacement

1. 🔄 Navigate to Rejection & Replacement Document Against Purchase option under the purchase section in the main menu.

2. 📑 Choose the relevant purchase voucher for which rejection and replacement details need to be entered.

3. 🎯 Select the item(s) that require:

   • ❌ Rejection.

   • 📉 Shortage.

   • 🔁 Replacement processing.

4. 🧮Enter the corresponding quantities for each category (rejection, shortage, and replacement).

5. 💾 Once the data is entered, the system records and tracks the replacement against the selected purchase voucher, ensuring seamless tracking of inventory adjustments.

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↩️Step 3: Generating Purchase Return for Rejected and Shortage Goods

1. 📌 From the dashboard, click Rejection & Replacement.

2. 🔍 Choose Retrieve Rejections and Shortages from the dropdown to fetch all previously recorded rejections and shortages..

3. ⚡ The system auto-fills the list of rejected and shorted items in just one click minimizing manual effort..

4. 🧐 Review and confirm the details before finalizing the purchase return for rejected and shortage goods.

5. ✅ On confirmation, Logic ERP generates the Purchase Return, adjusting stock levels accordingly.

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🔁Step 4: Creating a Purchase Return for Replacement

1. Navigate to Purchase Return (Replacements) under the Purchase section.

2. 🔄 Click on Replacement, then select Replacements (Purchase) to retrieve replacement details automatically.

3. 🧠 The system auto-retrieves all replacement data tied to the original voucher, ensuring accurate purchase return generation for replaced items.

4. 📝 Verify the details and generate the purchase return for replacements.

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🔍Step 5: Retrieving Replacement in Purchase Return

1. 📥 In the Purchase Return module, click on Rejection & Replacement option.

2. 🧾 From the dropdown menu, select Retrieve Replacement to fetch all recorded replacements.

3. ⚙️ The system processes the replacements and successfully generates the purchase return.

4. 📦 Stock is adjusted seamlessly to reflect real-time changes.

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🎯 Conclusion

By using Logic ERP’s automated tools, you can:

• 🧾 Accurately handle rejected, shorted, and replaced goods

• 🤖 Minimize manual errors

• 📊 Maintain real-time inventory

• ⚡ Optimize workflow efficiency

We hope this tutorial helps you unlock the full power of this feature in Logic ERP! 💡🔐