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Handling customer returns

StepModuleWhat changes
1. (Optional) Record the return requestSales ReturnNothing yet.
2. Receive the goods backSales Return InboundStock goes up when approved. The customer's balance goes down.
3. Settle with the customerCollectionThe return is deducted from what they pay.

Step by step​

  1. Record the return. Open Sales and Other Income › Sales Return and choose From Sales Outbound to copy the products from the original outbound. Keep only what's being returned, and approve.
  2. Receive the goods. Tick the return and click Create Sales Return Inbound. Approve the inbound when the goods are back.
  3. Settle. In the customer's next Collection, add the inbound with Sales Return Inbound Selector so it's deducted.

Related reports: Pending Sales Return Report, Detail Sales Return Inbound Report, Customer Balance Detail Report.

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