How to Create Purchase Return in marg software step by step in Hindi | #17

Summary

In session 17, Ram Shankar Morya demonstrates how to create and modify a purchase return (debit note) in Marg RP. The workflow includes returning items by company and adjusting the return against the original supplier bill.

Purchase-Return Workflow

1. Create and save a purchase bill, recording the supplier, invoice details, items, batch, expiry, and quantity.
2. Go to Transactions → Purchase Return → Debit Note.
3. Enter the return date, supplier, debit-note number, tax setting, and return preferences.
4. Select the original purchase bill. Marg RP brings in its date, amount, and item details.
5. Select the items and enter the quantities to return.
6. Save the debit note, then adjust it against the original purchase bill to update the amount payable.
7. Preview or print the debit note for the supplier.

Options and Operational Details

• Save company-wise item: Set to Yes to generate separate debit notes for items from different companies; otherwise, set it to No.
• Batch selection: Choose whether to select batches manually or use another available selection mode.
• Return of bill modes:
  • Multiple: Create one debit note for items from multiple bills.
  • Separate: Create bill-wise debit notes for items selected from multiple bills.
  • Bill by bill: Process a return against one bill at a time.
• Selection shortcuts: Press Spacebar to select an item, * to select all, and / to clear selections.
• Preview and print shortcuts: Press F to preview, P to print, and O to create a PDF.
• To find and edit an existing debit note, go to Transactions → Purchase Return → Modify Debit Note and search by date or period and ledger.

Demonstrations and Figures

• Single-item return: The example purchases 100 units and returns 50, leaving 50 units in stock.
• Company-wise return: The example purchases 100 units each of products from Cipla and Elder India, then returns 50 of each. Marg generates separate debit notes for the two companies. The stock report shows 450 units for each item after the returns.
• Marg displays the original bill amount, return adjustment, and remaining payable amount. Some amounts in the subtitles are unclear and are not repeated here.
• For a new supplier record, the presenter uses F2. Ctrl+D is used to save in the demonstrated workflows.

Presenter: Ram Shankar Morya Software: Marg RP