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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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 | F2 | 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
Credit Limit: A customer can carry a Credit Limit, set on Customer Setup. Where one is set, Convert To Invoice is refused at save if it would take the customer’s Balance above it, and the message names the limit, the balance, this document’s amount and the room left. The return itself is never refused: only the invoice the conversion raises is measured, because only that adds to what the customer owes. No permission lifts this — not even ADMINISTRATOR. Receive money against the customer’s bills, or raise the limit, and the save goes through. A customer left at 0 is unrestricted and behaves exactly as before.
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.
Returning A Flat-Rate Line: A line sold on a flat rate is credited at the rate it was actually charged at — trade price 200 sold at a flat 100 less 15% is credited at 85 a unit, the same figure the customer paid. The return records the trade price and the total discount rather than the flat pair, which is what keeps the credit, the stock and the company claim all agreeing with the original sale.
Posted In Error: A return saved against the wrong customer or the wrong invoice is withdrawn on Menu → Transaction → Cancel Sale Return, which puts the stock, the credit and the invoice back together. It cannot be edited here once saved.
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.