Why use this feature
- Save Time on Manual Processes 
- Ensure Accurate Stock Levels 
- Automatic Credit Generation 
- Track Returns Easily 
Steps before the return process
- Create an order 
- Add your sale stock 
- Book out your sale stock 
- "Book in" and invoice your sale stock (varies depending on settings) 
- Issue the invoice. 
 
Important Notes:
- If you cancel the return movement and the credit for this is still in the draft stage, it will remove the credit note automatically. 
- If you adjust the quantity 
Step-by-Step Guide: Once it's returned.
Since the stock has returned, we can use the feature.
1. Initiate the Return
Choose one of the following methods:
- Return Request – Ideal for when a customer initiates a return. 
- Book In – Use this when you're physically receiving the item back into stock. 
2. Confirm the Return
Once the item is returned:
- The system will automatically generate a credit for the returned amount. 
- The item will be booked back into stock via a stock transaction. 
3. Review the Credit
You can view the credit note in the customer’s account, ensuring transparency and accurate financial tracking.


