Problem
When returning an item from a PO, a reference number is required. Users may be unsure what to enter as this reference number.
Solution
Note: Depending on your account's configuration, you might see one or more of the following:
Items and Pricing instead of Pricebook.
Customer instead of Homeowner.
Procurement instead of Inventory.
The names are different, but everything works the same way. For more, see Commercial Personalization Platform - FAQ.
What is the process for returning an item from a purchase order and what should be entered as the reference number?
By following these steps, you can successfully return an item from a PO and know what to enter as a reference number.
Click on Inventory > Returns > Create
Fill in the required information.
When asked for a reference number, enter a unique identifier. This can be the return invoice number, order number, or the original PO number. Choose one that you can easily identify.
For more details see Create and complete a return