Adding Purchase Returns

The Purchase Return section in Lutrack Inventory allows you to efficiently manage and process returns from your suppliers, ensuring accurate inventory and financial records.

How to Add a Purchase Return / Dr. Note #

To add a new purchase return in Lutrack Inventory, follow these steps:

1. Navigate to Purchases from the left sidebar.
2. Click on Purchase Return / Dr. Note.
3. Click on the Add New Purchase Return button.
4. Fill in the purchase return details:
   • Invoice Number: Enter the invoice number, or leave it blank to generate automatically.
   • Supplier: Select the supplier from the dropdown list or add a new supplier by clicking the + button.
   • Return Date: Select the date of the return.
5. Add products to the return:
   • Use the search bar to find and select the products by name, item code, or barcode.
   • Enter the quantity for each product. The unit price, discount, tax, and subtotal will be calculated automatically.
6. Enter additional details:
   • Terms & Conditions: Review or modify the default terms and conditions.
   • Notes: Add any additional notes for the purchase return.
   • Order Status: Select the status of the return from the dropdown menu.
   • Order Tax: Select the applicable tax for the return.
   • Discount: Enter any discount amount.
   • Shipping: Enter the shipping cost.
7. Review the order summary:
   • Check the Order Tax, Discount, Shipping, and Grand Total to ensure all details are correct.
8. Save the purchase return:
   • Click the blue Save button to finalize and save the purchase return.

Purchase Overview #

The Purchase Return Overview panel in Lutrack Inventory provides a comprehensive view of all your purchase return transactions. Here’s how to navigate and use this panel:

1. Navigate to Purchases from the left sidebar.
2. Click on Purchase Return / Dr. Note to access the Purchase Return Overview panel.
3. Overview of Purchase Returns Table:
   • Invoice Number: Displays the unique invoice number for each purchase return.
   • Return Date: Shows the date the return was made.
   • Supplier: Indicates the name of the supplier associated with the return.
   • Return Status: Displays the current status of the return (e.g., Pending, Received).
   • Total Amount: Shows the total amount for each return.
   • Paid Amount: Indicates the amount that has been paid.
   • Due Amount: Shows any remaining amount due.
   • Payment Status: Displays the payment status (e.g., Paid, Unpaid).
4. Actions for Each Purchase Return:
   • Click on the three vertical dots under the Action column to perform various actions on a purchase return:
     • View: View detailed information about the purchase return.
     • Edit: Edit the details of the purchase return.
     • Delete: Delete the purchase return.
     • View Payments: See the payment history for the purchase return.
     • Add New Payment: Add a new payment for the purchase return.
     • Download Invoice: Download a PDF copy of the invoice.
     • Print Invoice: Print the invoice directly.
5. Filtering and Searching Purchase Returns:
   • Use the search bar at the top to search for purchase returns by invoice number, supplier name, or date range.
   • Use the tabs to filter purchase returns by their payment status: All Purchase Return / Dr. Note, Unpaid, or Paid.