How to create Sales Return

Step 1: On the top bar menu, click New > Sales Return.

Step 2: Enter the Sales Invoice (SI) number in the input field and click Search.

If the customer doesn’t have the receipt, you can find the sales invoice number in Report > Daily Sales Transaction. You copy the SI No and paste it to the Search bar

Step 3: Select Items to Return

  • The items from the original invoice will appear.
  • Click an item once to return 1 quantity.
  • Click twice to return 2 quantities, and so on.

Step 4: Set Return Details

On the right side panel, fill in the following:

  • Return Reason – select the reason for the return from the dropdown
  • Return to Warehouse – choose the warehouse where the returned item will go
  • Refund Method – select how the refund will be processed

📝 These fields is auto-fill based on the original invoice but can be edited as needed.

Step 5: Save the Return

✅ The returned items will be recorded and reflected in inventory and sales reports.

Step 6: Confirm the Return in Reports

  • On the top bar menu, go to Report > Daily Transaction Report
  • You should see the Sales Return transaction listed along with the details.