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A part taken back to the counter is recorded on the purchase order it came in on, not on a new one. You add the date it went back and scan the credit note. The order keeps its number and its original paperwork.

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Before you start

  • The app signed in as a technician or higher. An apprentice can see purchase orders but cannot change one.
  • The purchase order in the app’s Purchase orders list.
  • The credit note from the counter, on paper, to scan.

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Steps

1

Open the return

In Purchase orders, swipe the order to the left and tap Return. The order opens ready to edit, with a Return section on it.
2

Set the date

Pick the day the parts went back under Returned. It cannot be earlier than the day the order was raised.
3

Scan the credit note

Tap Scan return paperwork and photograph the credit note. The screen says how many pages are ready. Scanning again replaces what you scanned.
4

Save it

Tap the confirm button at the top. The date and the credit note are saved together: the engine refuses a credit note with no return date.

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How you know it worked

  • The order’s Return section reads Returned with the date you picked, and the credit note sits beside the original paperwork.
  • Reopening the order and tapping Edit offers Change the return if the date needs correcting.

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If it did not work

  • The confirm button stays off. Nothing has changed yet. Set the date, or scan the credit note, and it comes on.
  • Saving failed with no connection. The return needs one, because the credit note is filed as you save. Reconnect and save again.

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Good to know

  • The return stays on our side. Zoho’s copy of the purchase order carries the supplier, the number, the notes and the day it was raised, and none of those change.
  • Removing the credit note while editing deletes the scan; the return date stays.