Sale Return
Process product returns from customers against existing sale invoices. Load an invoice, select return items with quantities and reasons, and generate a credit note. Supports partial and full returns.
How to Open
Menu → Transaction → Invoice Return
Keyboard Shortcuts
F12 Save F5 New/Clear Esc Close
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Form Preview
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How to Use
➕ Adding a New Return
- Open Sale Return from the menu
- Fill in the required fields
- Add optional details as needed
- Press F12 or click Save
- Confirm when prompted
✏️ Editing an Existing Return
- Type the name in the Search box on the left
- Select the record from the search results grid
- The form fields will load with the selected data
- Modify the fields you need to change
- Press F12 or click Save
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Field Descriptions
Customer Required
Customer name. Auto-populated when an invoice number is entered.
Balance Optional
Customer's current balance. Auto-populated.
Invoice # Required
Enter the original sale invoice number to load its line items for return.
Inv. Date Optional
Date of the original invoice. Auto-populated.
Booking By Optional
Original booking man on the invoice.
Reason Required
Select the return reason from the dropdown (e.g., Expired, Damaged, Wrong Product). Reasons are configured in Return Reason Setup.
Qty Required
Quantity being returned. Cannot exceed the original invoiced quantity.
Bonus Optional
Bonus units being returned.
Remarks Optional
Additional notes about the return.
Salesmen Optional
Override the salesman for this return transaction.
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Buttons
| Button | Shortcut | What it Does |
|---|---|---|
| 🔍 Search | F1 | Opens the search panel to find an existing record by name. |
| 💾 Save | F12 | Saves all changes. The system will ask for confirmation before saving. |
| ❌ Close | Esc | Closes the Sale Return screen. |
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Important Notes
Invoice-Based Return: Returns must reference a valid sale invoice. The system loads all line items from the invoice and allows selecting which items to return.
Add All: Click Add All to return all items from the invoice in one click, then adjust quantities as needed.
Convert to Invoice: The Convert To Invoice button creates a new sale invoice from the returned items (e.g., for exchange scenarios).
Availability Panel: The availability panel shows current stock for the returned product to help decide whether to restock.