Reports

Review Purchase Returns by Document and Product

The Purchase Return report is the audit trail for goods sent back to suppliers. It separates return documents from product-level movement so operators can reconcile supplier credit, stock reduction and the original receiving record.

Menu path
Reports -> Purchase -> Return Purchase
Verified from
Posnic demo and current POS source reviewed on 2026-09-08
Technical source evidence

demo.posnic.io Reports -> Purchase -> Return Purchase reviewed 2026-09-10, frontend/modules/returnreceivingReport.html filters tabs tables detail drawer and export controls, frontend/static/script/js/modules/js/report_receivingreturn.js document and product queries pagination drill-down and CSV schemas, api/src/models/receiving-return.model.js return record stock movement tax and purchase status updates, api/src/services/receiving.service.js Return Receiving inventory log

Purchase Return reportThe live report keeps document-level and product-level supplier returns in separate tabs. No Records is a valid result when the chosen range contains no saved returns.
Source return transactionA return appears in reporting only after an operator saves a controlled Return Purchase against a received purchase.
Start from the purchaseOpen the original received purchase and use Return Purchase so the report can retain the correct supplier and receiving relationship.

Run the Purchase Return Report

  • Report Read permission is required.
  • The Free plan displays an upgrade boundary instead of full report access.
  • No Records means no saved purchase return matched the selected dates and branches; it is not proof that no stock was physically sent away.
  1. Open Reports -> Purchase -> Return Purchase.
  2. Select the filter icon.
  3. Choose the return-date range and one or more branches.
  4. Select Apply.
  5. Start with Return Details to reconcile saved return documents.
  6. Use Refresh after another operator completes a supplier return.

Read Return Details

ColumnMeaningControl check
Receiving IdThe original receiving/purchase reference linked to the return.Match the received purchase and supplier paperwork.
DateSaved purchase-return date.Use this date for the report range and supplier credit-note period.
Supplier nameSupplier retained on the return.Confirm goods went back to the correct supplier.
Payment MethodPayment-mode label saved with the source transaction context.Do not treat the label alone as proof that cash or bank credit settled.
No. of ItemCount of returned item lines.Open the detail view when unit quantity is required.
Return AmountSaved total value of the return.Reconcile against line totals and the supplier credit note.

Inspect a Return Document

  • The report is read-only; correct the underlying purchase or return workflow through Purchase screens.
  • A return without supplier paperwork still changes recorded stock and must be investigated.
  1. Select the Receiving Id in Return Details.
  2. Confirm the branch and user shown in the detail drawer.
  3. Check supplier name and available phone, email or address evidence.
  4. Review every product-history row and its returned quantity and amount.
  5. Move through all detail pages before closing the drawer.

Use Return Based Product

Return Based Product reorganizes the same operational subject around item movement. Use it to answer which products were returned, to whom, in what quantity and for what value.

ColumnUse
IDOpen the return detail associated with the product row.
DatePlace the movement in the supplier return period.
Product NameIdentify the exact catalog item returned.
SupplierGroup the item movement by vendor.
QtyReconcile units removed from stock.
Total AmountReconcile the value assigned to that product return.

Export and Reconcile

  • The report share controls request all matching rows, not only the visible page.
  • Current CSV filenames are return-reports and return-product-reports.
  • PDF, CSV, Excel and Email controls above the report export the visible report surface; inspect the output before distribution.
  1. Apply the final date and branch filters before exporting.
  2. Export Return Details for one row per return document.
  3. Export Return Based Product when item-level analysis is required.
  4. Compare both exports with Purchase -> Purchases, Inventory Logs and supplier credit notes.
  5. Record unresolved quantity or value differences with an owner and due date.

Troubleshooting

ProblemCheckAction
Expected return is missingReturn date, branch, saved transaction and Report Read accessOpen the original purchase and return evidence, correct the filter, then refresh.
No RecordsWhether any supplier return was actually saved in the rangeDo not create a dummy return; retain the empty review result when appropriate.
Quantity differs from stockProduct detail, original receiving quantity and Inventory LogsStop reconciliation and investigate the Return Receiving stock movement.
Return amount differs from credit noteLine values, tax, discounts and supplier documentResolve with purchasing/accounting before marking the supplier statement complete.
Export is disabledMatching rows, plan boundary and accessCorrect the filter or account access; do not reconstruct an unofficial report.

Purchase Return Review Record

  • Branch and return-date range reviewed.
  • Receiving ids and suppliers matched.
  • Returned item quantities matched to Inventory Logs.
  • Return values matched to supplier credit notes.
  • Export filename or retained report reference.
  • Reviewer, review time and unresolved discrepancy owner.

Related Manual Pages

Purchase Return Items to Supplier A purchase return is a stock and accounting correction tied to the original purchase. Select only the goods physically leaving the shop, verify the quantities, and reconcile the resulting return record before the goods are handed over. Reports Purchase Register The Purchase report is the operational goods-in register. It answers which completed purchases entered a branch, which supplier supplied them, which item quantities were retained and what those lines cost. Reports Purchase and Supplier Reports Purchase reports explain stock coming in, stock or money going back to suppliers and how much business each supplier represents. For the complete goods-in register procedure, use the dedicated Purchase Register chapter. Purchase Purchase Actions Purchase actions change evidence after the purchase is saved. Print and email share the document; returns and voids affect stock and accounting history. Inventory Inventory Logs Inventory Logs are the branch stock ledger. Each row opens a movement detail beside the list, where operators can inspect the reference and follow controlled links to the item, sale or purchase. Reports Export, Print and Email Report exports should preserve the same range and branch the operator reviewed on screen. Posnic uses shared PDF, CSV, Excel, print and email behaviors across report pages.