Sales returns

What this does

A sales return takes goods back from a customer. The returned quantity goes back into the warehouse you choose, and the value of the goods is credited to the customer's balance.

Before you start

• The sale must exist as a sales order. POS Checkout sales appear in Sales Orders too, so you can return them the same way.
• The Return Goods window shows how much of each product can still be returned.

Steps

1. Open Customer, then Sales Orders, and open the order (for example SO-000006).
2. Click Return Goods (1).

   

1. In the Return Goods window, check the Return warehouse (1). Stock goes back into this warehouse.
2. Type the Reason for return (2), for example Customer changed mind.
3. Enter the Return Qty (3) for each product the customer is returning. You cannot return more than the Returnable quantity.
4. Click Confirm Return (4).

   

What happens next

• A return such as SR-000001 is created with the status completed. Open Sales Returns to see all returns.

  

• The returned quantity is added back to Stock Levels in the return warehouse.
• The customer's balance is credited for the returned value. You can see it in the Customer Ledger.
• Open the return to see the returned items, the reason and the activity.

  

Important notes

• You cannot undo a return from the return window. Check the quantity before you confirm.
• The credit stays on the customer's balance. NEXTOREx does not pay cash back from the return screen.

Related guides

• Sales orders
• Customers
• Stock levels