To return a part, you first need to mark the desired part for return. To do this, follow these steps:
Mark the Part for Return:
Open the "Parts" tab and search for the part you wish to return.
Right-click on the part and select "Mark for Return".
Specify the part supplier, return quantity, cost price, and return reason.
Click "Save and Close" to mark the part for return.
Create a Purchase Return Document
Click on the "Financial" button in the top menu.
From the dropdown menu, select "Purchase Returns".
Click on the "New" button to create a new purchase return.
Fill out the Return Number, Return Date, Supplier, and any Notes. (1)
In the lower half of the window, you'll see all outstanding parts marked for return for your selected supplier.
Tick the checkbox next to the part(s) you want to return. (2)
Click "Save and Close" in the bottom-right to create the new Purchase Return and add the selected parts to it.
