Returns

The Returns module of the system allows users to manage both sales returns and purchase returns. This module ensures that returns are processed efficiently, accurately reflecting inventory adjustments and financial impacts. Below is a detailed guide on how to perform various tasks within the Returns module.

1. Sales Returns

The Sales Returns feature allows users to manage the return of products sold to customers.

• View Sales Returns List: See all sales return transactions with details such as return date, customer, total amount, and status.
• Search Sales Returns: Use the search bar to find specific sales returns by customer, date, or other attributes.
• Filter Sales Returns: Apply filters to narrow down the sales returns list based on criteria such as date range, customer, status, etc.
• Sort Sales Returns: Sort the sales returns list by different criteria such as date, customer, or total amount.
• Initiate Sales Return: Start a new sales return by selecting the original sale and specifying the products and quantities being returned.
• Process Refund: Define the refund method (cash, store credit, etc.) and process the refund to the customer.
• Update Inventory: Adjust inventory levels to reflect the returned products.

2. Purchase Returns

The Purchase Returns feature allows users to manage the return of products purchased from suppliers.

• View Purchase Returns List: See all purchase return transactions with details such as return date, supplier, total amount, and status.
• Search Purchase Returns: Use the search bar to find specific purchase returns by supplier, date, or other attributes.
• Filter Purchase Returns: Apply filters to narrow down the purchase returns list based on criteria such as date range, supplier, status, etc.
• Sort Purchase Returns: Sort the purchase returns list by different criteria such as date, supplier, or total amount.
• Initiate Purchase Return: Start a new purchase return by selecting the original purchase and specifying the products and quantities being returned.
• Process Credit: Define the credit method (refund, credit note, etc.) and process the credit with the supplier.
• Update Inventory: Adjust inventory levels to reflect the returned products.