Order Return Refunds

Purpose

The Refund feature allows buyers to record refund payments received from vendors for returned purchase orders. Multiple refunds can be created until the full return amount has been refunded.

Refunds can only be created when the Order Return has a Confirmed status.

Create Refund

Purpose

Create a refund transaction for a confirmed Order Return.

Create

Step 1

Open the Order Return details with Confirmed status.

Step 2

Click More → Refund.

Step 3

Enter the following details:

• Refunded Amount

• Refund Date

• Payment Mode

Step 4

Click Save.

The refund transaction is created and recorded under the Order Return.

Workflow Rules

• Refunds can only be created when the Order Return status is Confirmed.

• Multiple refunds can be recorded for the same Order Return.

• Refunds can continue to be created until the total return amount has been fully refunded.

Edit Refund

Purpose

Modify an existing refund transaction.

Edit

Step 1

Open the Order Return details.

Step 2

Select the Refunds tab.

Step 3

Locate the refund transaction and click Edit.

Step 4

Make the necessary changes.

Step 5

Click Save.

The refund record is updated successfully.

Delete Refund

Purpose

Remove an existing refund transaction.

Delete

Step 1

Open the Order Return details.

Step 2

Select the Refunds tab.

Step 3

Locate the refund transaction and click Delete.

Step 4

Confirm the deletion in the confirmation popup.

Result

The refund transaction is removed and the refundable balance is recalculated.

Synchronization

Refund records are synchronized with:

• Order Returns

• Vendors

• Payments

• Accounting

• Financial Reports

• Audit Logs

Permissions

Important Notes

• Refunds can only be created after the vendor confirms the Order Return.

• Multiple refund transactions are supported.

• Refunds may be partial or full.

• Deleting a refund restores the refundable balance of the Order Return.

• All refund activities are recorded for audit and reporting purposes.