Refunds in Purchase Orders

Partial refunds in POs, negative costs, negative quantity, refunding orders using POs.

Carrina Jaime avatar
Written by Carrina Jaime
Updated over a week ago

Dashboard > Project > Purchase Orders


The Purchase Order (PO) module is a powerful tool for your team to track project costs for the purchases of goods and services needed to complete the project. When your team needs to process a return, cancellation, or adjustment of a previously ordered item, this can be accurately captured in the change of your Purchase Order.

To illustrate, consider the following example:

Item: Wood Planks

Unit Price: $100

QTY: 10 (at $10 each)

When delivered, we only received 9 of the 10 Wood Planks. The team will need to process a return or adjustment for the missing plank.

If you need to handle a return or adjustment for a single wood plank, instead of using a negative value in the "Unit Price" field, you would have to create a new line item with a negative QTY for the wood plank.

In this case, a new Wood Planks item is added with the same Unit Price and a Quantity of - 1 to represent the missing item. The Total will reflect the change to the Purchase Order as shown below.

This approach is a good way to accurately capture the change in your Purchase Order.

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