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How to create Sales Returns?

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In this section let us learn how to create Sales Returns.

Follow these steps to create a Sales Return:
  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, you will see the Sales Return option.
  9. Click Sales Return.

  1. Under the Sales Return Information section, the following fields are autofilled:
  1. Name - Name of the Sales Return.
  2. Sales Order - Sales Order linked to the Delivery Note.
  3. Delivery Note - Delivery Note linked to the Sales Return.
  4. Organization Name - Sales Order’s Organization Name.
  5. Contact Name - Sales Order’s Contact Name.
  6. Status: Select an appropriate status for the sales return from the dropdown, such as:
    1. Created - When you have initiated a Sales Return.
    2. Received - When you have received the returned products.
    3. Accepted - When you have accepted the returned products.
Note: Status Created is chosen by default.
  1. Assigned To: Owner of the Sales Return.

  1. Under the Item Details enter or select the following details:
  1. Returned Quantity - Enter the number of products returned from customers.
  2. Return Reason - Select an appropriate reason for the Sales Return from the dropdown (as stated by customers).
Note: All the other fields are auto filled.
  1. In the Description Details the description is autofilled if available for the Delivery Note.
Note: If you create a Sales Return via Sales Return module you will have to manually add or select all the above auto filled fields.
  1. Click Save. You will be directed to the Summary View of the Sales Return record displaying the success message Sales return Created!.
With this, a Sales Return record will be created and saved in the Sales Return module.
You have now successfully created a Sales Return.
If you create a Sales Return for a Delivery Note with any Status other than Delivered, you will be directed to the following error message Selected Delivery Note status should be Delivered.

To know more about Sales return click here.
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