Sales Return

Inventory | Inventory Movement | Inventory Inquiry | Sales Return Aids

Sales Return

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

Requirements before using Sales Return

• The user should setup the following Maintenance Module in order to proceed on using the Sales Return
  1. Customer
  2. Item Master
  3. Warehouse
• For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages:
  1. Customer Aids
  2. Item Master Aids
  3. Warehouse Aids

• The customer should have a Delivery Receipt or Sales Invoice Record in order to create a Sales Return Transaction. Instructions on how to create the following records can be found below:
  1. Delivery Receipt Aids
  2. Sales Invoice Aids

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.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:

• 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.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.
• 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	Customer | Warehouse | Item Master
Job Aid Modules
Inventory Aids	Sales Return | Inventory Inquiry Aids | Inventory Movement Aids
Financial Aids	Journal Voucher Aids
Purchase Aids	Delivery Receipt Aids | Sales Invoice Aids
Maintenance Aids	Customer Aids | Warehouse Aids | Item Master Aids