Sales Return Guide
Objective: Create a return for a product or a previous sales invoice.
Steps to create a sales return: #
Step 1: Access the Sales menu
From the main interface, click the “Sales” icon.
Step 2: Open the full sales list
From the sales menu, select “All Sales” to view all invoices.
Step 3: Select the desired invoice
From the list of invoices, locate the invoice for which you want to create a return, then click the “Options” icon next to it.
Step 4: Create a Sales Return
From the drop-down menu, select “Sales Return” to create a return for the selected invoice.
Step 5: Saving the Return
After verifying the details, scroll to the bottom of the page and click the “Save” button to complete the return process.
Step 6: Confirming the process was successful
A confirmation message will appear at the top of the page indicating that the return process was successful.
✅ Additional tips: #
- Ensure you select the correct invoice before creating the return.
- Review the products and quantities before saving the return.
- After the return is created, the inventory will be updated automatically.
