Managing Sales Returns

The Sales Return module allows you to process customer returns efficiently. When a customer returns an item after a sales invoice has been generated, recording it here ensures that your inventory is accurately restocked and financial records are updated.

1. Accessing the Sales Return Module

1. Log in to your AiPSoft dashboard.
2. In the left-hand navigation menu, locate and expand the Sales module.
3. Click on Sales Return.

[Image: Left navigation menu highlighting the Sales Return option]

2. Understanding the Sales Return Dashboard

The dashboard provides a complete overview of all processed and pending sales returns. You can process returns from both the back-end system and the POS interface.

• Filters: Use the top filter bar to narrow down records by Date, Branch, or Status.
• Data Columns: The list displays key details including Voucher Number, Date, Branch, Customer, Sales Account, Currency, Grand Total, and Status.

[Image: Sales Return dashboard showing the list of returns and the red "Hold" status]

3. Creating a New Sales Return

To record a new return, follow these steps:

1. Click the blue + Add New button in the top right corner of the dashboard.
2. Fill in the Header Details:
   • Voucher: This number auto-generates, or you can enter it manually.
   • Branch: Select the branch processing the return.
   • Customer A/c: Choose the customer account returning the items.
   • Date & Due Date: Set the applicable dates for the return.
   • Optional Fields: You can also fill in Order Number, Salesman, Party's Name/Invoice details, LPO, and Remarks/Notes as needed.
3. Product Tab: Add the specific items being returned. Enter the required quantity, item rate, and any applicable discounts. The grand total will calculate automatically.
4. Payments Tab: Define how the return payment is being handled.
   • Select the mode of payment (e.g., Cash, Credit Card, or Cheque).
   • Tip: If selecting Cheque, be sure to input the cheque date and expiry date details.
5. Settings Tab: If you need to customize the fields visible during this process, use the Settings tab. You can enable or disable specific columns and item attributes from appearing in your form.
6. Click Save at the bottom of the screen to log the return.

[Image: New Sales Return form showing the Header, Product, Payments, and Settings tabs]

4. Viewing, Editing, and Additional Actions

You can review or modify an existing sales return at any time.

1. From the dashboard list, double-click on any sales return record to open its detailed view.
2. To Edit: Click the Edit button at the top right, update the necessary information, and save your changes.
3. To Print: Click the Print button located in the action menu to generate a physical copy of the return document.
4. To Export: Click Export to Excel to download the record data. (Note: Depending on your integrations, export to Zoho is also supported here).
5. Attachments: Navigate to the Attachments tab within the detailed view to upload and store related files, such as a picture of the original printed invoice or customer correspondence.

[Image: Detailed view of a sales return showing the Edit, Print, Export to Excel, and Attachments options]