Summary
The Purchase Return Summary provides a consolidated overview of all purchase returns recorded in the system, grouped by product categories and items. It helps businesses track returned quantities, monitor credit note adjustments, and ensure accurate updates to accounts and inventory across different branches or vendors.
To access the Summary, go to: Home > Application > Reports > Inventory > Purchase Return > Summary
How can I get Benefit ?
- Category-wise Analysis : View returns summarized under groups, categories, and products to identify frequently returned items.
- Vendor Reconciliation : Track credit note amounts issued by suppliers and adjust them against outstanding invoices.
- Inventory Accuracy : Ensure returned quantities are properly deducted from stock to avoid overstatements.
- Branch-level Visibility : Generate branch-specific or consolidated return reports for better decision-making.
Properties
Primary Properties
| Property | Description |
|---|---|
| Branch | Select the Branch from the dropdown |
| From Date | You can select the start date for the report |
| To Date | You can select the end date for the report |
Purchase Return Summary Reports
- Select the Branch from the dropdown.
- Set the From Date and To Date to define the period for the report.
- Click on
Showbutton.
- The report provides a summarized view of purchase returns within the selected date range.
- Details include Group, Category, Product, Quantity, Taxable Amount, Tax Amount, and Amount.
Grouping in Purchase Return Summary
The Purchase Return summary supports drag-and-drop grouping to organize data more effectively.
- Drag a column header (e.g., Vendor, Receipt No, or Date) and drop it into the grouping panel above the table.
- The report will then display results grouped under that column.
- Multiple columns can be grouped together (e.g., first by Vendor, then by Date).
- Each group can be expanded or collapsed for better readability.