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Return to Stock with Auto Credit

Return invoiced sale items to stock easily—auto-credit is generated, saving time and keeping inventory and finances accurate.

Updated over 3 weeks ago

Why use this feature

  • Save Time on Manual Processes

  • Ensure Accurate Stock Levels

  • Automatic Credit Generation

  • Track Returns Easily


Steps before the return process

  1. Create an order

  2. Add your sale stock

  3. Book out your sale stock

  4. "Book in" and invoice your sale stock (varies depending on settings)

  5. 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.




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