Sales return
Menu: Sales → Sales Return
Manage Sales Returns
Open Sales → Sales Return. Sub-tabs: Customer, Quote, Sales, Sales Return, and Receipt. The list shows Sales Ref No., Customer, Sales Return Date, Total Amount, and Status (for example New or Confirmed). Use the Company filter and Keyword Search, then + New to create a return.
[BAWAS] Sales Return: Does not Allow Without Customer Record-completed. [BAWAS] Sales Return: Implement Discount Handling-completed. Sales → Sales Return records goods sent back by a customer. Each return must have a Customer selected; the system blocks save or confirm when the customer field is empty. Returns also support line items, Discount Value, and a TOTAL that reflects the discount.
Adjust stock and customer accounts when products are returned after a sale, with correct line totals and header discount on screen and on print.
Special features
- Sub-tabs under Sales: Customer, Quote, Sales, Sales Return, Receipt.
- Main Details: customer, sales ref no., return date, status.
- Other Details: remarks, internal remarks, Discount Value.
- Products table: code, title, unit, bulk unit qty/value, qty, price type, unit price, line total.
- TOTAL bar for the return amount after discount.
- Edit, Delete, and Print on confirmed records.
- SALES RETURN PDF with line amounts and document total.
- Validation message Please choose the customer when Customer is blank.
Workflows
Create a return when goods come back from a customer. Apply discount only when your process allows it, then confirm when lines and totals match the physical return.
Steps
- Open Sales → Sales Return from the top menu.
- Click + New or open an existing return from the list.
- Select the Customer (required); enter Sales Return Date.
- Add lines in the Products table (unit, bulk qty/value, unit price).
- Enter Discount Value in Other Details if applicable; check the TOTAL bar.
- Save while status is New; move to Confirmed when correct.
- Use Print and confirm the PDF total matches the screen after discount.
Validation rules
| Rule | Detail |
|---|---|
| Customer | Required on every return; blank customer shows Please choose the customer and blocks progress |
| Lines | At least one product line for a non-zero return |
| Discount | Discount Value reduces the return total; must not make the total negative unless your policy allows |
| Line total | Qty × unit price should match each line Total before header discount |
| Status | Confirmed returns may be locked from editing |
| PDF Total must match admin TOTAL after discount | |
| Stock | Confirming may update stock—check with warehouse process |
Sales Return Details
Sales Return Details — header and lines
Open a return from the list to set Customer, Sales Return Date, Products lines, Discount Value, and TOTAL. Use Confirm when lines match goods received back from the customer.
Sales Return Details — customer search
On + New or an editable return, type part of the customer name in the Customer dropdown, check the matching account, and select it before adding product lines. When linking lines from a prior sale, use the available invoice search and verify the returned items and total before confirmation.
Sales Return confirmation — date locked
The Sales Return Date is locked in the Sales Return confirmation workflow. Users cannot change the date, and the confirmation always uses today's/default date. This keeps the confirmed return dated with the day it was actually confirmed.
Related — customer required validation
Return SR-100027 is New with TOTAL 600.00 and lines added, but Customer is still empty. The system shows Please choose the customer in a dialog so staff cannot save or confirm without a real customer record (not a blank or placeholder-only return).
Pick the customer from the dropdown before Confirm Sale Return, Save, or Save & Return. This stops returns that would not tie to stock or accounts correctly.
Sales Return Details — discount and total
This return is SR-100027 for customer #General (unregistered), dated 2026-05-07, status Confirmed. Other Details includes Discount Value (here 0.00) and the TOTAL bar shows 600.00 for line Alexander Royal at 600.00 unit price. Use Edit, Delete, or Print from the top right when your role allows.
Sales Return Details — products table
The Products section shows Buckle 0.5" GLD (100133), unit Pack, Bulk Unit Qty 5, Bulk Unit Value 100, and Qty 500 (derived from bulk settings). Unit Price 35 gives line Total 17,500.00. Discount handling uses these line totals first; header Discount Value then adjusts the TOTAL on the detail screen.
Allow price on return
The Allow price return setting lets staff enter a return Unit Price that differs from the original sale price when the customer should be credited at the return value (for example when goods are returned at a discounted or agreed price). With the setting off, the return keeps the sale price and staff only adjust qty and discount. Confirm the price type and unit price on each return line so the TOTAL and the SALES RETURN PDF match what the customer is actually credited.
Related — SALES RETURN print
The SALES RETURN PDF is SR-100031, dated 11 May 2026. The line shows Buckle 0.5" GLD, 5.00 qty, unit Pack (100 Pack), 35.00 unit price, amount 17,500.00, and document Total 17,500.00. When you enter a non-zero Discount Value on the return, re-print so the PDF reflects the discounted total.
Use Remarks for notes the customer may see on printouts. Use Internal remarks for staff-only notes. After confirmation, use Edit only if your role allows changes to posted returns.
Sales Return requires a Customer, supports discount on screen and print, and validates before post. Select customer first, match lines to physical goods, set Discount Value when needed, then confirm TOTAL and PDF before you post the return.