Customer returns and receivable adjustments

Use a sales return for goods received back from a customer and trace it to the original delivery. Stock, receivable and refund movements are separate checks.

Steps

1. Switch Sales delivery to Sales Return and select customer, warehouse and date.
2. Reference the approved original where possible and enter actual returned quantities with the original unit, batch, price and tax basis.
3. Save and approve, then check the stock increase and customer balance change.
4. For amounts already paid, process the approved refund or future credit arrangement with payment evidence.
5. Trace the return to the original and avoid recording a POS return again as an independent back-office return.