A return can start from a bill, purchase order, invoice, order, material requisition, construction site or solar site - CRMLeaf pre-fills the return lines from whichever source it came from, then tracks inspection and settlement separately.
Source · Purchase order
PO-2291 · Apex Steel
MS angle 50×50
12 pcs · Damaged
GI pipe 1"
8 pcs · Wrong spec
Anchor bolts M12
40 pcs · Excess
Return status
Received
Settlement
Vendor credit pending
What's inside
Raise a return against a bill, PO, invoice, order, material requisition, construction site or solar site - each source has an adapter that pre-fills the lines.
Requested → approved → received → inspected → completed, rejected or cancelled - so everyone knows where a return actually stands.
A separate settlement status tracks the commercial side (like a vendor credit) independently of the physical return status.
Modules used
Where returned stock lands
RFQ, BOM & production
Products & vendor pricing
See returns reflected in spend
See a return raised against your own PO or site record in a 30-minute demo.
