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How to generate Sales Returns?

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You can generate a Sales Return via:
  • Delivery Notes module
  • Sales Return module 

Follow these steps to generate a Sales Return via Delivery Notes module:
Note: You can generate a Sales Return only for Delivery Notes whose Status is Delivered.


 
  1. Login to your CRM account.
  2. Click the User Menu.
  3. Click Inventory.
  4. Look for Order Fulfillment.
  5. Select Delivery Notes.
  6. Select a Delivery Note with Status Delivered. You will be directed to the Summary View of the Delivery Note record.
  7. Click More (3 dots) on the top right corner of the screen.
  8. With a scroll down, under Add or Link you will see the Sales Return option.
Note: Only once the Status of the Delivery Note record is Delivered will you see Sales Return as an option under More > Add or Link.
  1. Click Sales Return to generate a Sales Return.
 
Note: 
We recommend generating a Sales Return via Delivery Notes as details for a Sales Return available for a Sales Order and Delivery Note are autofilled.

Follow these steps to generate a Sales Return via Sales Return module:
  1. Login to your CRM account.
  2. Click the User Menu.
  3. Click Inventory.
  4. Look for Others.
  5. Select Sales Return.
  6. Click +Add Sales Return to generate a Sales Return.

Let us now learn how to create a Sales Return.
 
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