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Logic ERP offers a powerful feature to manage purchase returns for expired 🗓️ or damaged ❌ stock. This tool helps businesses process returns smoothly, track pending vouchers against suppliers, and maintain accurate inventory 📊 and supplier accountability 🤝.
This tutorial provides a step-by-step tutorial on how to create purchase returns and monitor them within Logic ERP. 👇
Open Logic ERP🖥️ and navigate to the Main Menu.
Go to Purchase and select Purchase Return🛒↩️.
Enter the supplier's account📇 to whom the return is being sent.
Ensure that all supplier details and return-related information are correctly entered✅ to avoid discrepancies.
You can create a purchase return using two methods:
Enter return details manually🧾, specifying the required items and quantities.
Carefully verify🔍 item details to ensure accurate return processing.
This option allows you to automatically retrieve stock for return based on specific criteria, minimizing manual effort and errors.
🔍Retrieving Expired or Damaged Stock
Click on Retrieve from drop down list🧭.
Select relevant Items and Godown🏬.
To clear expired stock, select a return category to retrieve items:
Expired Stock🕑: Items that have exceeded their shelf life.
Expiry Return⌛: Products nearing expiry that need to be returned.
Damage Return💔: Goods that have been damaged and require replacement or refund.
Enter the date range🗓️ within which the stock should be retrieved.
✅ Tick the checkbox: Pick lots for the specified supplier only.
Fill in all required details (quantity, batch no., reason for return, etc.) ✍️
You will also observe that all the stock till the specified date will be retrieved⚙️.
🧐 Review the retrieved stock before processing the return to ensure everything is correct.
After these steps, Logic ERP will display all stock that meets the specified criteria, allowing for efficient processing of the return.
To track pending returns against suppliers:
Go to Reports/Queries 📂
Expand Purchase Reports ➕
Click on Purchase Register Detailed Report 📈
Select Purchase Return Detailed from the configuration menu.
To generate a precise report apply relevant filters like:
📅 Date range.
🧾 Supplier name.
📌 Return status.
Review the generated report to:
Check pending returns ⏳.
Confirm supplier acknowledgment 📝.
Identify and resolve discrepancies 🛠️.
Follow up with suppliers if needed 📞based on the report findings.
This helps businesses track pending returned items, maintain transparency with suppliers and ensures timely processing ✅
With the Purchase Return feature in Logic ERP, businesses can efficiently manage returns for expired or damaged stock🚚🔄 while ensuring complete transparency and traceability.
The detailed reporting system helps track return status and supplier accountability, making the process streamlined and efficient. By following this tutorial, users can effectively create, manage, and track purchase returns within Logic ERP. With clear reporting, automation, and supplier tracking, you can:
Reduce stock-related losses 💰
Improve inventory accuracy 📦
Strengthen supplier relationships 💬
By following this tutorial, you can manage returns with ease and keep your operations running smoothly 💼🚀.
