Sales Return:

Sales returns occur when customers return defective, damaged, or otherwise undesirable products to the seller. 

Step 1. To create a Sales Return record you need to first get onto the Sales Return page.

=>There are two ways of reaching the Sales Return page.

=>From the main HomePage by clicking on the Returns icon.

Step 2. From the left menu by clicking on Sales then 'Customer Center' opens to the new page and click the 'Transaction' button it will show the Returns option.

Step 3. When the user clicks 'Customer Center' then open a new screen and the user then click on the 'Transaction' tab 

it will show the Returns option. 

1.Add Sales Return: Users click the Sales Return button, a new screen opens up in which we can create a sales return.

2.Export to Excel: Users when we click the Excel button, We Downloaded the excel file.

3.Export to PDF:  Users when we click the Excel button, We Downloaded the excel file.

4.ID: This column will show the ID number of the Sales Returns it will be auto-generated by the system.

5.Txn Number: Users can see auto-generated "Txn Number" of the "Returns" screen. The transaction is a special set of numbers that defines each transaction. The transaction ID is always unique, which means that there are no transaction IDS that are the same.

6.Date: This column will show Return Date.

7.Total Amount: This column will show the total amount that has been returned.

8.Balance Amount: This column will show the total "Balance Amount" that has been returned.

9.Edit: Users click the 'Edit' button then we have a new screen open that we can update the existing record.

Step 4. Before selling the items users can see the quantity on hand.

Step 5. After selling the items the user can see the quantity on hand. 

Step 6. Users click the Sales Return button, a new screen opens. In which we can return our sold item.

1.Customer: Users can choose one of the 'Customer' in this dropdown.

2.Ship to: From this drop-down list users can select the contact to whom the product will be shipped.

3.Date: From this field, users can select the date of sales returns.

4.Billing Address: Users can write the billing address of the customer in this field.

5.Shipping Address: Users can enter the shipping address of the customer where products will be shipped.

6.Due Date: Users can enter the due date for the customer in this field.

7.PO Number: Users can enter the "PO Number" in this field. Purchase Order number is a unique number assigned to the purchase order form. The purchase order details the products or services a business wishes to receive from a particular vendor (or supplier). The purchase order number will be referenced throughout the transaction process by both buyer and seller.

8.Payment Term: From this drop-down list users can select the "Payment Term" of the Sales return. Provide clear details about the expected payment on a sale. Often, payment terms are included on an invoice and specify how much time the buyer has to make a payment on the purchase. 

9.Payment Method: From this drop-down list users can select the payment method through which customers will pay the sales order it can be check or cash.

10.Shipping Method: Users can select the shipping method through which products will be shipped.

11.Sales Rep: Users can select their sales representative from this drop-down list. Sales reps ensure current customers have the right products and services, identify new markets and customer leads, and pitch prospective customers.

12.Site/Location: Users can choose one of the 'Site/Location' in this dropdown. Sites can be actual warehouses with different addresses, trucks, piles, staging areas, or any other locations—large or small—where you want to track inventory quantities.

13.Ship Date: Users select the "Ship Date" in this field.

14.Required Date: Users select the "Required Date" in this field.

15.Item: This column will display products for which you are generating a Sales Order.

16.Description: If users want to enter product/item description then it will be entered in this field.

17.QTY: Users will enter Quantity Number of the product in this field.

18.Rate: Users will enter Rate of a single quantity of a product in this field.

19.Amount: This field will show total amount of a product.

20.Delete: This button will delete a product from the list users can select multiple products by ticking the box on the left side.

21.Add More: This button will add more products in the Sales Order.

22. Sub Total: This field will show sub total amount of all the products that are in your Sales Order.

23.Shipping Charges: User can enter the "Shipping Charges" in this field.

24.Others: User can enter "Other details" in this field.

25.Discount Percentage: Users can enter the "Discount Percentage" in this field.

26.Discount Amount: Users can enter the "Discount Amount" in this field.

27.Interest Percentage: An interest rate refers to the amount charged by a lender to a borrower for any form of debt given, generally expressed as a percentage of the principal

28.Interest Amount: Interest is the amount charged when a debit is incurred through the borrowing of money.

29.Total: This field can show the total amount of all the products that are in your Sales return.

30.Customer Message: If users want to display a message on Sales Order then it will be entered in this field.

31.Memo: Users want to write a Memo for Sales Order then it will be entered in this field.

32.Save & Close:  Users click "Save and Exit", then it will redirect to the list page of the Customer Center screen.

33.Save & Continue: Users click the "Save & Continue" button it will open a new screen with different options here you Manipulate according to the "Sales Return" screen.

34.Back to List: Users click the "Back to List" button then it will redirect to the "Sales Return" screen.

Step 7. Users click the 'Save & Continue' then save the record and show the edit screen of that record.

1.Delete:  Deletes the Sales Return screen record when we click the Delete button

2.Print: Users click the "print" button then opens a new window where you can "Download" or "Print" Corresponding slip.

3.Send Email: Users click the 'Send Email' button, a popup screen opens next to us in which we can see the format of the email.

4.Back to List: Users click the "Back to List" button then back to the sales return index page.

5.Upload file: Users click the "Upload" button then it will upload the image in this field.

step 8. When we return the invoiced items, users can see the quantity on hand.

Step 9. Users click the "print" button then opens a new window where you can "Download" or "Print" Corresponding slip.

Step 10. Users click the 'Send Email' button, a popup screen opens next to us in which we can see the format of the email.

Step 11. Users click the "Back to List" then move to the sales return main index page.

1.Add New Record: Users click the Sales Return button, a new screen opens up in which we can create a sales return.

2.ID: This column will show the ID number of the Sales Returns it will be auto-generated by the system.

3.Customer: This column will show Customer Name.

4.Date: This column will show Return Date.

5.Memo: This column will show the Memo of every Sales Return.

6.Total Amount: This column will show the total amount that has been returned.

7.Edit: Users click the 'Edit' button then we have a new screen open that we can update the existing record.

Step 12. Users click the 'Edit' button then we have a new screen open that we can update the existing record.