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Difference between revisions of "Sales Return"

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| style="" |If the Sales Return is cancelled
 
| style="" |If the Sales Return is cancelled
 
|}
 
|}
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<br />
 
 
=====Sales Return Record List=====
 
=====Sales Return Record List=====
 
=====Adding Sales Return=====
 
=====Adding Sales Return=====
  
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# Click Inventory then click [[Sales Return]]
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#Click Inventory then click [[Sales Return]]
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# Click '''Add Sales Return''' Button
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#Click '''Add Sales Return''' Button
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# Fill out the necessary fields on the Sales Return Header. Make sure to Tag the Sales Invoice or Delivery Receipt No. in order to proceed
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#Fill out the necessary fields on the Sales Return Header. Make sure to Tag the Sales Invoice or Delivery Receipt No. in order to proceed
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# Tick the Item that needs to be returned and enter the quantity to be returned then click '''Save'''.
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#Tick the Item that needs to be returned and enter the quantity to be returned then click '''Save'''.
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# You can check the returned items under [[Inventory Movement]]
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#You can check the returned items under [[Inventory Movement]]
  
 
{| class="wikitable" style="margin: auto;"
 
{| class="wikitable" style="margin: auto;"
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=====Editing Sales Return=====
 
=====Editing Sales Return=====
  
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# Click Inventory then click [[Sales Return]]
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#Click Inventory then click [[Sales Return]]
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# Select the [[Sales Return]] that needs an update. Click the drop down arrow then Choose '''Edit'''.
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#Select the [[Sales Return]] that needs an update. Click the drop down arrow then Choose '''Edit'''.
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# Update the Notes field and the quantity field of the items that needs an updated Sales Return then Click '''Save'''
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#Update the Notes field and the quantity field of the items that needs an updated Sales Return then Click '''Save'''
  
 
{| class="wikitable" style="margin: auto;"
 
{| class="wikitable" style="margin: auto;"
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|}Notes:
 
|}Notes:
  
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*[[Journal Voucher]] will be automatically updated when Sales Return is updated.<br />
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*[[Journal Voucher]] will be automatically updated when Sales Return is updated.
  
 
=====Sales Return Record Options=====
 
=====Sales Return Record Options=====
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|-
 
|-
 
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
 
| 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 Inquiry Aids]]<nowiki> | </nowiki>[[Inventory Movement Aids]]
 
 
|-
 
|-
 
|Maintenance Aids
 
|Maintenance Aids
 
|[[Customer Aids]]<nowiki> | </nowiki>[[Warehouse Aids]]<nowiki> | </nowiki>[[Item Master Aids]]
 
|[[Customer Aids]]<nowiki> | </nowiki>[[Warehouse Aids]]<nowiki> | </nowiki>[[Item Master Aids]]
 
|}<br />
 
|}<br />

Revision as of 14:48, 13 December 2021

Sales Return

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

Requirements before using Sales Return
Sales Return Record Status
Status Description
RETURNED If the Sales Return is created and its items are returned
CANCELLED If the Sales Return is cancelled
Sales Return Record List
Adding Sales Return
  1. Click Inventory then click Sales Return
  2. Click Add Sales Return Button
  3. Fill out the necessary fields on the Sales Return Header. Make sure to Tag the Sales Invoice or Delivery Receipt No. in order to proceed
  4. Tick the Item that needs to be returned and enter the quantity to be returned then click Save.
  5. You can check the returned items under Inventory Movement
Creating Purchase Return Fields
Field Description Expected Values
1.Sales Return Number •Sales Return Reference Number upon Creation •Alphanumeric(Auto-Generated)
2.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
3.Document Date •Date when the transaction is created •Date
4.Reason •Reason for requesting a Sales Return •Alphanumeric
5.Notes •Other Remarks regarding the Transaction •Alphanumeric
6.Item •Items to be returned •Tick/untick
7.Description •Description or Remarks on the Item •Alphanumeric(Auto-Generated based from Item Master Maintenance Module)
8.Warehouse •Warehouse where the item will be returned •Warehouse List based from Warehouse Maintenance Module
9.Defective •Classify if the item to be returned is Defective •Tick/untick
10.Replacement •Classify if the item to be returned is for Replacement •Tick/untick
11.Quantity Delivered •Total Quantity of Items to be Returned •Number
12.Quantity •Number of Items to be Returned •Number
13.Unit of Measure(UOM) •Unit of Measure of an Item to be Returned •Unit of Measure List base from Unit of Measure Maintenance Module
14.Unit Cost •Cost of item per unit •Number
15.Discount •Amount of Discount Applied on the Item •Number
16.Tax •Tax Type Applied on the Item •Tax List base from Tax Maintenance Module
17.Amount •Total Amount to be returned •Number

Notes:

Editing Sales Return
  1. Click Inventory then click Sales Return
  2. Select the Sales Return that needs an update. Click the drop down arrow then Choose Edit.
  3. Update the Notes field and the quantity field of the items that needs an updated Sales Return then Click Save
Editing Sales Return Fields
Field Description Expected Values
1.Sales Return Number •Sales Return Reference Number upon Creation •Alphanumeric(Auto-Generated)
2.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
3.Document Date •Date when the transaction is created •Date
4.Reason •Reason for requesting a Sales Return •Alphanumeric
5.Notes •Other Remarks regarding the Transaction •Alphanumeric
6.Item •Items to be returned •Tick/untick
7.Description •Description or Remarks on the Item •Alphanumeric(Auto-Generated based from Item Master Maintenance Module)
8.Warehouse •Warehouse where the item will be returned •Warehouse List based from Warehouse Maintenance Module
9.Defective •Classify if the item to be returned is Defective •Tick/untick
10.Replacement •Classify if the item to be returned is for Replacement •Tick/untick
11.Quantity Delivered •Total Quantity of Items to be Returned •Number
12.Quantity •Number of Items to be Returned •Number
13.Unit of Measure(UOM) •Unit of Measure of an Item to be Returned •Unit of Measure List base from Unit of Measure Maintenance Module
14.Unit Cost •Cost of item per unit •Number
15.Discount •Amount of Discount Applied on the Item •Number
16.Tax •Tax Type Applied on the Item •Tax List base from Tax Maintenance Module
17.Amount •Total Amount to be returned •Number

Notes:

  • Journal Voucher will be automatically updated when Sales Return is updated.
Sales Return Record Options
Actions Available base on Sales Return Voucher Record Status
Status View Edit Print Cancel
RETURNED ☑ ☑ ☑ ☑
CANCELLED ☑ ☑


Notes:

  • Journal Voucher will be automatically updated when Sales Return is updated.
Categories:
Modules
Inventory Inventory | Sales Return | Inventory Inquiry | Inventory Movement
Financials Journal Voucher
Sales Delivery Receipt | Sales Invoice
Maintenance Account Codes | Customer | Warehouse | Item Master
Job Aid Modules
Maintenance Aids Customer Aids | Warehouse Aids | Item Master Aids


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