Adjusting inventory for purchase credit notes

In Paragon, while sales returns are handled via the return slip module, inventory adjustments for purchase credit notes must be performed manually within the inventory module. This ensures that your physical stock levels match your financial records when returning goods to a supplier.

Process overview

Unlike the sales side, there is no automated "return slip" for purchases. You must complete two separate steps:

1. Process the financial credit in the purchase credit note module.

2. Manually deduct the items from your stock in the inventory module.

Creating the purchase credit note

First, record the financial transaction from your supplier. Refer to our guide on Creating a purchase credit note for detailed steps on entering the amounts and linking them to the original invoice. Once the credit note is drafted or issued, you can proceed to update your stock.

Adjusting inventory levels

To physically remove the returned items from your warehouse:

1. Navigate to the inventory module.

2. Find the product you are returning (use the search function for quick access).

3. Click the adjust button in the top-right corner of the screen.

4. Fill in the following fields:

   • Location: This is a mandatory field. Even if you only have one warehouse, you must select a location (usually WH for Warehouse).

   • Adjustment: Enter the quantity you are returning. Important: You must use a - (minus sign) before the number to decrease the stock.

   • Inventory: This field automatically displays the new total; it is calculated by the system and cannot be edited.

   • Reason: Select the appropriate reason code, such as Vendor Return (Retour leverancier).