Sales Return

Click on Create:

Buyer & Supplier Details

• Buyer Details – Select the buyer against whom the sales return is being created.

• Suppliers – Select the supplier associated with the sales return.

Primary Document Details

• Invoice Number – Select the original invoice against which the return is being processed.

• Invoice Date – The date of the original invoice.

• Delivery Challan Number – Reference delivery challan against which goods were delivered.

• Document Series – Select the relevant document series for numbering.

• Return Date – The date on which the sales return is created.

• Transporter Name – Enter the transporter’s name (if applicable).

• Transportation Document Number – Enter transport reference number.

• Vehicle Number – Enter the vehicle number used for return transport.

• Transportation Document Date – Date of the transport document.

Items

• Item – Select the item being returned.

• Variation – Specific variation of the item (if applicable).

• UOM (Unit of Measure) – The measurement unit.

• Alternate UOM – Additional unit of measure (if available).

• Quantity – Quantity of items being returned.

• Price – Price per unit of item.

• Discount / Discount Type – Any discount applicable on returned items.

• Tax Classes – Applicable tax on the item.

• Store – Warehouse/store to which the returned goods are sent.

Additional Details

• Attachments – Upload any supporting documents.

• Attach Signature – Add authorized signatures if required.

• Comment – Add remarks related to the sales return.

• Terms & Conditions – Standard or custom terms associated with the transaction.

Actions

• Draft

  • Click on Save Draft to save the Sales Return as a draft for later editing.

  • If in Draft, the Sales Return can be updated.

• Submit

  • Once you click Submit, the Sales Return is finalized.

  • If in Submit, the Sales Return cannot be updated.

• View - Click on the View button to view Sales Return details.

• Print - Click on the Print button to print the Sales Return.

Update

• Allowed only when the Sales Return is in Draft status.

• Not allowed once it is in Submit status.

Workflow Approval

• If Approval Workflow is enabled in setup, only assigned members can approve the Sales Return.

• Other members cannot approve it.

Cancellation

• Sales Returns can be cancelled if they are no longer required.

• If cancellation rules are enabled in setup, only authorized members can cancel the Sales Return.