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.