Discussion

Difference between revisions of "Sales Return"

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<div style="text-align: center;">
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[[Inventory]] | [[Inventory Movement]] | [[Inventory Inquiry]] | [[Sales Return]]
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</div><br />
 
==Sales Return==
 
==Sales Return==
 
Allows the user to make returns of their sales from the customer.
 
Allows the user to make returns of their sales from the customer.
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!Expected Values
 
!Expected Values
 
|-
 
|-
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|1.SI/DR No.
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|1.[[Sales Invoice|SI]] / [[Delivery Receipt|DR]] No.
 
|•Delivery Receipt or Sales Invoice reference for Sales Return
 
|•Delivery Receipt or Sales Invoice reference for Sales Return
 
|•Delivery Receipt and Sales Invoice List provided from Delivery Receipt and Sales Invoice Sales Module
 
|•Delivery Receipt and Sales Invoice List provided from Delivery Receipt and Sales Invoice Sales Module
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Notes:
 
Notes:
  
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*Sales Return Transaction will generate a Journal Voucher upon creation.
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*Sales Return Transaction will generate a [[Journal Voucher]] upon creation.
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*For detailed instruction on how to create a Sales Return, you can visit Sales Return Job Aids which can be found [[Sales Return Aids|here]]
  
 
=====Editing Sales Return=====
 
=====Editing Sales Return=====
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|}Notes:
 
|}Notes:
  
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*Journal Voucher will be automatically updated when Sales Return is updated.
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*[[Journal Voucher]] will be automatically updated when Sales Return is updated.
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*For detailed instruction on how to edit a Sales Return, you can visit Sales Return Job Aids which can be found [[Sales Return Aids|here]]<br />
  
 
=====Sales Return Record Options=====
 
=====Sales Return Record Options=====
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[[File:Sales Return Record Options.png|center|thumb|Sales Return Record Options]]
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[[File:Sales Return Record Options.png|center|thumb|Sales Return Record Options]]Notes:
  
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*For detailed instruction on how to View, Edit, Print and Cancel a Sales Return, you can visit Sales Return Job Aids which can be found [[Sales Return Aids|here]]
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<br />
 
=====Sales Return View Record=====
 
=====Sales Return View Record=====
 
[[File:Sales Return View Record.png|center|thumb|Sales Return View Record]]
 
[[File:Sales Return View Record.png|center|thumb|Sales Return View Record]]
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Notes:
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*For detailed instruction on how to create a Sales Return, you can visit Sales Return Job Aids which can be found [[Sales Return Aids|here]]
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<br />
 
<br />
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{| class="wikitable"
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|+Categories:
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! colspan="2" |'''Modules'''
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|-
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|Inventory
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|[[Inventory]]<nowiki> | </nowiki>[[Sales Return]]<nowiki> | </nowiki>[[Inventory Inquiry]]<nowiki> | </nowiki>[[Inventory Movement]]
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|-
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|Financials
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|[[Journal Voucher]]
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|-
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|Purchase
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|[[Delivery Receipt]]<nowiki> | </nowiki>[[Sales Invoice]]
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|-
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|Maintenance
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|[[Warehouse]]<nowiki> | </nowiki>[[Item Master]]
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|-
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| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
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|-
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|Inventory Aids
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|[[Sales Return]]<nowiki> | </nowiki>[[Inventory Movement Aids]]
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|-
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|Financial Aids
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|[[Journal Voucher Aids]]
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|-
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|Purchase Aids
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|[[Delivery Receipt Aids]]<nowiki> | </nowiki>[[Sales Invoice Aids]]
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|-
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|Maintenance Aids
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|[[Warehouse Aids]]<nowiki> | </nowiki>[[Item Master Aids]]
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|}<br />

Revision as of 12:30, 21 January 2021


Sales Return

Allows the user to make returns of their sales from the customer.

Sales Return Record List
File:Sales Return Record List.png
Sales Return Record List
Adding Sales Return
File:Adding Sales Return.png
Adding Sales Return
FIeld Description Expected Values
1.SI / DR No. •Delivery Receipt or Sales Invoice reference for Sales Return •Delivery Receipt and Sales Invoice List provided from Delivery Receipt and Sales Invoice Sales Module
2.Document Date •Date when the transaction is created •Date
3.Reason •Reason for requesting a Sales Return •Alphanumeric
4.Notes •Other Remarks regarding the Transaction •Alphanumeric
5.Item •Items to be returned •Tick/untick
6.Defective •Classify if the item to be returned is Defective •Tick/untick
7.Replacement •Classify if the item to be returned is for Replacement •Tick/untick
8.Quantity •Quantity of Items to be Returned •Number

Notes:

  • Sales Return Transaction will generate a Journal Voucher upon creation.
  • For detailed instruction on how to create a Sales Return, you can visit Sales Return Job Aids which can be found here
Editing Sales Return
File:Editing Sales Return.png
Editing Sales Return
Field Description Expected Values
1.Notes •Other Remarks regarding the transaction •Alphanumeric
2.Quantity •Quantity of Items to be return •Number

Notes:

  • Journal Voucher will be automatically updated when Sales Return is updated.
  • For detailed instruction on how to edit a Sales Return, you can visit Sales Return Job Aids which can be found here
Sales Return Record Options
File:Sales Return Record Options.png
Sales Return Record Options

Notes:

  • For detailed instruction on how to View, Edit, Print and Cancel a Sales Return, you can visit Sales Return Job Aids which can be found here


Sales Return View Record
File:Sales Return View Record.png
Sales Return View Record

Notes:

  • For detailed instruction on how to create a Sales Return, you can visit Sales Return Job Aids which can be found here


Categories:
Modules
Inventory Inventory | Sales Return | Inventory Inquiry | Inventory Movement
Financials Journal Voucher
Purchase Delivery Receipt | Sales Invoice
Maintenance Warehouse | Item Master
Job Aid Modules
Inventory Aids Sales Return | Inventory Movement Aids
Financial Aids Journal Voucher Aids
Purchase Aids Delivery Receipt Aids | Sales Invoice Aids
Maintenance Aids Warehouse Aids | Item Master Aids


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