Overview of Purchase Return in Marg Books

Process to Create Purchase Return in Marg Books

Process to Modify Purchase Return in Marg Books

Process to Delete Purchase Return in Marg Books

OVERVIEW OF PURCHASE RETURN IN MARG BOOKS

• A Purchase Return invoice or Debit Note, is a document issued by a buyer to a seller to request a refund or debit for goods or services that were previously purchased and are being returned. It provides an overview of the returned items and the associated financial details.
• Therefore, with the help of Marg Books the user can easily create the entry of purchase return and also can modify or delete it as per the requirement.

PROCESS TO CREATE PURCHASE RETURN IN MARG BOOKS

• Firstly, go to Purchase > Return (+).

• A 'Purchase Return Debit Note' window will appear.
• Date: The user will mention the date as per the requirement.
• Suppose mention '27-06'2023'.

• A 'Select party' window will appear.
• The user will select the party for which purchase return transaction needs to be created.
• Suppose select 'Ranbaxy Pvt. Ltd.'

• The cursor will switch to 'Debit Note' field.
• The user will mention the debit note number as per the requirement & press 'Enter' key.

A 'Bill Details' window will appear.

a. Return of Bills: The user will select either the transaction is being created against the single purchase bill or being created on the manual basis.

Suppose select 'Single'.

b. Bill No.: If in the above option the user has selected 'Single' then the software will automatically pick the last bill number of the selected party or in case selected 'Manual' the user needs to mention the bill number manually.

c. Date: Software will automatically pick the 'Data of Entry' as per the mentioned Bill Number.

d. Amount: Software will automatically pick the 'Amount of Entry' as per the mentioned Bill Number.

Then click on 'Ok'.

•  ‘Loading Bills’ window will appear where the user can view the items that has been selected in the purchase bill (against which the purchase return transaction is being created).

• Now select the item by placing a check mark on them and then press 'Enter'.

• Now, the item will get loaded in the purchase return transaction and the user can also change the details i.e. Quantity of the item, rate of the item as per the requirement. 

• Now the user will save the transaction by pressing 'End' key.

• Then click on 'Save' to save the purchase return.

After following the above steps, the user can view that the Purchase return will get created in Marg Books.

PROCESS TO MODIFY PURCHASE RETURN IN MARG BOOKS

• Firstly, go to Purchase > Return (+).

• A 'Purchase Return Debit Note List' window will appear.
• The user will select the transaction which needs to be modify.
• Suppose select 'Ranbaxy Pvt. Ltd. and click on 'Modify' icon.

• The user can make the changes in the transaction as per the requirement. 

• Suppose we are changing the Quantity of the item from '2' to '1'.

• Then click on ‘Save’ tab to save the changes.

After following the above steps, the user can view that the Purchase Return will get Modified in Marg Books.

PROCESS TO DELETE PURCHASE RETURN IN MARG BOOKS

• Firstly, go to Purchase > Return (+).

• A 'Purchase Return Debit Note List' window will appear.
• The user will select the puchase return entry which needs to be deleted.
• Suppose select 'Ranbaxy Pvt. Ltd. and click on 'Delete' icon.

• A ‘Confirmation’ message of ‘Are you sure you want to delete the selected record’ will appear.

• The user will click on ‘Yes’ to delete that particular purchase return transaction .

After following the above steps, the user can view that the selected Purchase Return will get deleted in Marg Books.