Sales Returns

When your customer sent back some of the goods sold, this is known as sales returns. It may happen due to defective goods received, incorrect product specifications, wrong items shipped or even excess quantity ordered.

In the case that your customer issued you a delivery return, you may process the return using the Delivery Returns module. The return must be recorded into the system in order to adjust your inventory accordingly.

To process the delivery return, first click on the and you will be brought to the Entry page.

Then, please select your customer account from the Customer* drop-down list.

Enter all the required information marked with a *.

delivery return new

To transfer the record from your Delivery Order, click on the button as shown below:

transfer document

Enter the delivery order number that you wish to transfer and then, key in the Return Quantity.

Once you are done, please click on the OK button.

transfer document

Verify that all the information in the Entry screen is correct and hit the Save button.

A credit note is a document issued to your customer in the event of an invoice error, purchase cancellation, discounts or damaged goods. This is to record in your accounts that a particular amount was returned to the customer for a paid invoice.

To create new credit note, you may navigate to the SALES menu > Credit Notes > .

Then, please select your customer account from the Customer* drop-down list.

Fill in all the required information marked with a *.

credit notes new

To transfer the record from your Invoice, click on the button as shown below:

transfer document

Enter the invoice number that you wish to transfer and then, key in the Return Quantity.

Once you are done, please click on the OK button.

transfer document