Sales Return

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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 Allowed Inputs Restricted Inputs Character Limit Required Field?
1.Sales Return Number •Sales Return Reference Number upon Creation •Alphanumeric(Auto-Generated) N/A N/A N/A
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 N/A 12 Yes
3.Document Date •Date when the transaction is created •Date picker provided by system N/A N/A Yes
4.Reason •Reason for requesting a Sales Return •Alphanumeric

•Special Characters

None 100 Yes
5.Notes •Other Remarks regarding the Transaction •Alphanumeric

•Special Characters

None 300 No
6.Item •Items to be returned •Tick/untick N/A N/A Yes
7.Description •Description or Remarks on the Item •Alphanumeric(Auto-Generated based from Item Master Maintenance Module) N/A N/A N/A
8.Warehouse •Warehouse where the item will be returned •Warehouse List based from Warehouse Maintenance Module N/A N/A N/A
9.Defective •Classify if the item to be returned is Defective •Tick/untick N/A N/A No
10.Replacement •Classify if the item to be returned is for Replacement •Tick/untick N/A N/A No
11.Quantity Delivered •Total Quantity of Items to be Returned •Numeric N/A N/A N/A
12.Quantity •Number of Items to be Returned •Numeric Quantity should be not more than the Quantity Delivered 20 Yes
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 N/A N/A N/A
14.Unit Cost •Cost of item per unit •Numeric N/A N/A N/A
15.Discount •Amount of Discount Applied on the Item •Numeric N/A N/A N/A
16.Tax •Tax Type Applied on the Item •Tax List base from Tax Maintenance Module N/A N/A N/A
17.Amount •Total Amount to be returned •Numeric N/A N/A N/A

Notes:

Viewing Sales Return
  1. Click Sales Return under Inventory Menu
  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 Sales Return under Inventory Menu
  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 Allowed Inputs Restricted Inputs Character Limit Required Field?
1.Sales Return Number •Sales Return Reference Number upon Creation •Alphanumeric(Auto-Generated) N/A N/A N/A
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 N/A 12 Yes
3.Document Date •Date when the transaction is created •Date picker provided by system N/A N/A Yes
4.Reason •Reason for requesting a Sales Return •Alphanumeric

•Special Characters

None 100 Yes
5.Notes •Other Remarks regarding the Transaction •Alphanumeric

•Special Characters

None 300 No
6.Item •Items to be returned •Tick/untick N/A N/A Yes
7.Description •Description or Remarks on the Item •Alphanumeric(Auto-Generated based from Item Master Maintenance Module) N/A N/A N/A
8.Warehouse •Warehouse where the item will be returned •Warehouse List based from Warehouse Maintenance Module N/A N/A N/A
9.Defective •Classify if the item to be returned is Defective •Tick/untick N/A N/A No
10.Replacement •Classify if the item to be returned is for Replacement •Tick/untick N/A N/A No
11.Quantity Delivered •Total Quantity of Items to be Returned •Numeric N/A N/A N/A
12.Quantity •Number of Items to be Returned •Numeric Quantity should be not more than the Quantity Delivered N/A Yes
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 N/A N/A N/A
14.Unit Cost •Cost of item per unit •Numeric N/A N/A N/A
15.Discount •Amount of Discount Applied on the Item •Numeric N/A N/A N/A
16.Tax •Tax Type Applied on the Item •Tax List base from Tax Maintenance Module N/A N/A N/A
17.Amount •Total Amount to be returned •Numeric N/A N/A N/A

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