Create Manual Purchase Order & Sales Order Returns (including Returns from pre-10X Launch POs & Orders)

This guide covers how to manually handle returns for migrated sales and purchase orders that existed before transitioning to 10X ERP. Since these transactions aren’t tied to in-system inventory, you'll create manual credits and adjust inventory manually using lots. This process applies when standard return workflows aren't available or applicable.

• Locate Original Sales or Purchase Order To Begin Return
• Create Manual Credit From the Invoices Tab (Sales) or Bills Tab (PO) Using Appropriate Add-On (e.g., Sales Adjustment or PO Adjustment)
• Include Return Notes On the Credit and Attach Supporting Documents (e.g., RA, Old PO)
• Publish the Credit and Send to Customer (Sales) or Notify Vendor Separately (PO)
• Manually Adjust Inventory by Adding or Editing a Lot for the Returned Parts
• Input Correct Lot Info, Including Unit Cost and Return Quantity, Then Publish
• If Sending Returned Items to Vendor, Adjust Out the Lot and Add Notes with Reason (e.g., “Returned to Vendor”)