Why use this feature
Save Time on Manual Processes
Ensure Accurate Stock Levels
Automatic Credit Generation
Track Returns Easily
The sales return process can only be initiated once the order items have reached invoiced status and the invoice has been posted.
This is because stock is only reduced at the point of invoice posting, making it the earliest valid moment to process a return.
Step-by-Step Guide
1. Initiate the Return
Click Return Request
2. Accept the Return Request
Enter the return quantity and click the Accept Return Request button.
There is an option within a user role which allows you to decide whether the Returns Note appears to screen when you create a return request - it might be handy for the document to appear at that point, in order to e-mail it to the customer as proof of return request.
However if you don't need it to do this you can reprint it from the Order > Movements tab or from the Movements menu.
This will create a Return Request Movement
Once the item is returned:
When the exact quantity has returned Confirm the Movement. The system will automatically generate a draft credit for the returned products and amount. The item will be booked back into stock via a stock transaction.
When less or more than the original quantity has returned go to View > Book in Details
Change the Quantity Credited
Note: If a returned item is damaged and needs to be quarantined, it must be removed from stock through a stock transaction. See our guide for manual stock transactions.
The original ordered quantity is retained for reference. The returned quantity is recorded separately. The associated Return Movement is automatically updated to reflect the returned stock.
Note: If only part of the quantity is returned and the customer sends the remaining items at a later time, a new sales return must be created.
It is not possible to update or reuse the original sales return for additional returned quantities.
3. Review the Credit
You can view the credit note in the customer’s account, ensuring transparency and accurate financial tracking.
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 and stock transaction automatically.
When the credit note is confirmed it's not possible to Cancel the Movement.