Customer Return
In order for a customer return to be possible, the status of the Sales order must be packed and invoiced. Once the document is packed and invoiced, the customer return button will appear.
Click on the ‘customer return’ button and confirm it to complete the return process.
The quantity in the Packing list will be in negative numbers. You can do a whole or a partial customer return. If a customer is returning a whole quantity, leave it as is. In case it’s a partial return, just retype the quantity, but keep the minus in front of the number.
If a customer is not returning some items at all, just delete them from the list by clicking on the Delete button. In the upper right corner, select the non-returned items by checking the boxes and clicking on the red delete button.
Post the document and confirm it to finalize the return procedure.
Sales Order List appearance
The document will appear on the Sales order list under the original document. However, it will have the same sales order number but with the status ‘returned’.
Also, when you open a stock card of the product by going to a product level > reports > stock card, you will see that the item is deducted from your stock, indicating a return.
In case you need to refund the customer for the returned item, open the parent document from the Sales order list. If the document is paid, the status on the sales order will change to Overpaid. Next, click on the Refund button to handle the return financially.
Click on the Refund button, amount displayed will be negative. Select the appropriate bank account and record a refund to manage the financial return.
As a result, the payment status of the returned document will switch to paid. The amount will be deducted from your customer’s balance, completing the refund process.
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