Basic | Creating a Sales Return

Sales Return is a function that allows you to issue an official statement for the returned goods.  

Difference between Returning Sales and Cancelling Sales

• Cancelling the sales will not generate a new sales invoice in regards to the return. The initial sales status would change to [Cancelled]. While performing a sales return would retain the [Completed] status for the initial sales invoice.
• The same goes to the payment method. Performing a sales return would have a negative amount in the sales return while the payment in the original sales would remain as saved.

1 - Creating Sales Return

1. Select [Sales Return] > enter the original sales number.
   • Leaving the field blank would flag the return as [Open Return] and there will be no linkage between the sales return and the original sales.
2. When the original sales invoice is selected, the client’s name will be set automatically on the Sales Return page.
3. Add the returned item by using the [Find Item].
   1. • Only the items from the previous sales will appear in the item list.
      • [Optional] Enable [Return Item Exchange] in the [System Configuration] allows you to add a new item(s) in the sales return
      • The quantity and sub-total will appear as a negative number.
4. Complete the sales return by making the payment. 

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2 - Additional Information

1. Normal Sales Return: When the Sales Invoice ID is present, there is a link to the previous sales.
2. Open Return: When the Sales Invoice ID is left as blank, there will be no link to the previous sales.
3. Return Status: Shows the status of the return such as open, confirmed
4. Payment Status: Shows the status of the payment such as paid, NA and pending.
5. Express Complete: Allow you to complete the Sales Return process immediately after confirming it.
6. Print: To print the Sales Return details such as return item details and the necessary information.
7. Custom Fields: Additional fields that serve additional purposes based on the user's preferences.