A Returns PO (Purchase Order) is used when you need to send materials back to a supplier whether due to incorrect shipments, damaged goods, overstock, or warranty issues. This feature helps you track returns accurately, maintain proper inventory levels, and keep a clear record for accounting purposes.
When to Use a Returns PO
You should create a Returns PO when:
- You received items that were incorrect or damaged.
- A supplier sent more quantity than ordered.
- You are returning materials under warranty or for credit.
- You need to adjust stock after sending items back.
How to Create a Returns PO
- Go to the Returns section
From the main menu > Purchasing > select Returns.
- Click “Create Return”
- Fill in the data.
- Select the PO you want to return. Keep in mind that to create a return from a previous PO, that PO must have been created, received, and reconciled in Ply.
b. Select the location where these were reconciled.
c. Add the Tracking Number - Optional.
d. A contact name - Optional.
- Add the Items
- Search for the items you’re returning.
- Enter the quantity being returned.
- Confirm the data and select “Create Return Request”
Video Tutorial
What Happens in Inventory
- Once the Returns PO is processed, the returned items will be removed from your stock.
- The system keeps a record of the transaction for reporting purposes.
- Once the return is created, send it to the supplier.
Tips
- Always include a clear reason for the return.
- Double-check quantities before sending the PO to avoid stock discrepancies.
- If you’re returning items from multiple locations, create separate Returns POs per location.