Returned Products Or Canceled Purchase Orders

If you ordered Material for a specific Job but didn't use all the slabs and want to return one, you will need to remove the Product from the Job and then cancel the line item on the Purchase Order. 


  1. Open the Activity and click on the Serial Numbers button.click on serial numbers
  2. Uncheck the Serial Number you intend to return. Save.uncheck the number that is going to be returned
  3. Click on the PO Number under Related Purchase Orders to open the PO.click on the PO number
  4. Scroll down to the PO Receipts section and click on the trash can to Delete multiple purchase order receipts.Delete multiple purchase order receipts
  5. Check the product you want to return and Save.check the product you want to return
  6. Confirm that you do want to delete the PO Receipt to return the item.
    NOTE: It is good practice to read these confirmation messages in Systemize carefully. confirm deleting receipts
  7. Scroll up to the PO Lines section. Notice that now the material will no longer be listed as received. Click on the line item Ordered Quantity to edit.material will no longer be listed as received
  8. Change the number and Save.

    update quantity

  9. It is a good practice to add a Note to the PO explaining that a product was returned. You may also want to create a custom PO Field to track returns. See Related Articles for more details.

    add notes to PO info