Create or Edit a Sales Return
There are several ways to create a sales return:
- Create a sales return inside the Sales Workflow
- Create a sales return using Sales Returns Module
Create a sales return inside the Sales Workflow:
- Click a Sales Order.
- In the Sales Returns pane, click Add.
- In the New Sales Return Window, the Customer, Sales Order, Location, Date Returned, and its Quantity are already filled by default. You may enter your Remarks or update the Reference #, Location and Date Returned.
- In order to select the Item/s you want to return, click the Add Item button and pick from the list of items that have already been delivered.
5. Once an item has been picked, you can now update the Quantity depending on the number of items being returned and toggle the Restock checkbox if you want to add the items back to the inventory.
6. Once done, click Save or Save and Return to save the transaction or Cancel to terminate the form.
- Save and Return will save and process the transaction. The quantity returned will be added back to the inventory.
- Save will save the transaction. This will save the SR details and will be tagged as Planned.
7. A successful message will appear at the top-right hand corner and you’ll be able to see the newly created sales return. You can click the message to create another sales return.
Create an ad-hoc sales return using Sales Returns Module:
- In the Sales Returns Overview, click New Sales Return.
- Click on the Ad-hoc checkbox and click Next.
- In the New Sales Return Window, the Customer, Sales Order, Location, Date Returned, and its Quantity are already filled by default. You may enter your Remarks or update the Reference #, Location and Date Returned.
- In order to select the Item/s that would be returned, click on the dropdown and pick from the list of products
5. Once an item has been picked, you can now update the Quantity depending on the number of items being returned and toggle the Restock checkbox if you want to add the items back to the inventory.
6. Once done, click Save or Save and Return to save the transaction or Cancel to terminate the form.
- Save and Return will save and process the transaction. The quantity returned will be added back to the inventory.
- Save will save the transaction. This will save the SR details and will be tagged as Planned.
7. A successful message will appear at the top-right hand corner and you’ll be able to see the newly created sales return. You can click the message to create another sales return.
Edit a Sales Return inside the Sales Workflow:
- In the Sales Orders overview, click a Sales Order.
- In the Sales Returns pane, click the Sales Return Number.
- Click Edit.
- Enter the new details and then click Save or Save and Return located at the bottom. A message will appear if the sales return is saved successfully.
Edit a Sales Return using Sales Returns Module:
- Click the Sales Return you want to edit.
- Click Edit.
- Enter the new details and then click Save or Save and Return located at the bottom. A message will appear if the sales return is saved successfully.
Add Comments to a Sales Return:
The comment feature allows you to leave important messages to keep everyone informed.
- In the Sales Return record, click the Comments
- Enter your message in the Comment box.
- You may also add attachments such as photos or files. Click Add attachment below the Comment box. A Dialog box asking the location of the file will appear. Click the file you want to upload and then click Open.
- Once finished, click Post. A successful message will appear, and the new message will display on top of the conversation.
Edit or Delete a Comment:
1. Find the comment you want to edit or delete.
2. Click .
3. To update the comment, click Edit. To delete the comment, Click Delete.
Related Article: Print, Duplicate, Void, or Delete a Sales Return