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Difference between revisions of "Sales Return"

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=====Adding Sales Return=====
 
=====Adding Sales Return=====
  
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#Click Inventory then click [[Sales Return]]
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#Click [[Sales Return]] under Inventory Menu
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#Click '''Add Sales Return''' Button
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#Under Sales Return, Click Add Sales Return
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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 up the Header Part
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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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#Under SI/DR no. field select the Delivery Receipt or Sales Invoice record that needs to return the items
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#You can check the returned items under [[Inventory Movement]]
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#Fill out the necessary fields in the Item Details then click Save. Note: Fields with * are require fields
  
 
[[File:Inventory - Sales Return - Add.png|border|center|1520x1520px]]
 
[[File:Inventory - Sales Return - Add.png|border|center|1520x1520px]]
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#Click Inventory then click [[Sales Return]]
 
#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 a Sales Return record that needs to update its details. Click the drop-down arrow then click 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 necessary fields then click Save
  
 
[[File:Inventory - Sales Return - Edit.png|border|center|1500x1500px]]
 
[[File:Inventory - Sales Return - Edit.png|border|center|1500x1500px]]
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=====Printing Sales Return Record=====
 
=====Printing Sales Return Record=====
  
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#Click Inventory then click [[Sales Return]]
+
#Click [[Sales Return]] under Inventory Menu
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#Select the [[Sales Return]] that needs to print its details. Click the drop down arrow then Choose '''Print'''.
+
#Select a Sales Return record that needs to print its details. Click the drop-down arrow then click Print.
  
 
[[File:Inventory - Sales Return - Print.png|border|center|1558x1558px]]
 
[[File:Inventory - Sales Return - Print.png|border|center|1558x1558px]]
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*Using Cancel Button for cancelling multiple records
 
*Using Cancel Button for cancelling multiple records
  
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<br />
 
 
[[File:Inventory - Sales Return - Cancel2.png|border|center|1500x1500px]]
 
[[File:Inventory - Sales Return - Cancel2.png|border|center|1500x1500px]]
 
<br />
 
<br />

Revision as of 11:55, 30 March 2022

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
Inventory - Sales Return - Record List.png


Adding Sales Return
  1. Click Sales Return under Inventory Menu
  2. Under Sales Return, Click Add Sales Return
  3. Fill up the Header Part
  4. Under SI/DR no. field select the Delivery Receipt or Sales Invoice record that needs to return the items
  5. Fill out the necessary fields in the Item Details then click Save. Note: Fields with * are require fields
Inventory - Sales Return - Add.png


Creating 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:


Viewing Sales Return
  1. Click Inventory then click Sales Return
  2. Select a Sales Return record that needs to view its details. Click the drop-down arrow then click View.
  3. The user has an option to Edit the Sales Return record upon viewing it
Inventory - Sales Return - View.png


Editing Sales Return
  1. Click Inventory then click Sales Return
  2. Select a Sales Return record that needs to update its details. Click the drop-down arrow then click Edit.
  3. Update the necessary fields then click Save
Inventory - Sales Return - Edit.png


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.
Printing Sales Return Record
  1. Click Sales Return under Inventory Menu
  2. Select a Sales Return record that needs to print its details. Click the drop-down arrow then click Print.
Inventory - Sales Return - Print.png
Cancelling Sales Return Record
  • Sales Return can be cancelled in two ways:
    • Using drop-down arrow of a record can be used in single record cancellation
Inventory - Sales Return - Cancel1.png
  • Using Cancel Button for cancelling multiple records
Inventory - Sales Return - Cancel2.png


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.
  • Credit Voucher generated by Sales Return can be used by the customer when paying another invoice.
Categories:
Modules
Financials Journal Voucher
Sales Delivery Receipt | Sales Invoice
Maintenance Account Codes | Customer | Warehouse | Item Master
Inventory
Sales Reports Returns per Customer


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