Create Sales Return Invoice
How to Create and Manage a Sales Return Invoice in SwilERP Software
A sales return is when a customer returns a product to the seller. A customer may return an item for several reasons, including:- Expired, Damaged, Saleable, Price Difference, Shelf Expired, and Received Short. In the SwilERP software, there is an option to create a sales return invoice in the 'Sales' section.
Start with login in the SwilERP dashboard to initiate the process:
- Go to Sales > Sales Return.
Reference Window:
How to add customer details:
- To create Sales Return invoice, how to add customer details:-
- Go to the Home tab.
- Select the customer Name from the drop-down list.
- If required, then enter the Reference number of the invoice.
Reference Window:
How to select the product details:
- Firstly select the product return type, i.e., products were Saleable/ Expired/ Damaged/ Price Difference/ Received short/ Shelf expired.
- Then select the Product that you want to return to the vendor.
- Select Invoice Number from the below-given list.
- Then the Invoice Date will be entered automatically.
- Add the Quantity of product that you want to return.
- All further details will be filed automatically.
- You can enter the multiple products here to return the product.
- Save and Draft the page with a click on the given option.
- To take the printout of this invoice, click on the Print tab.
Reference Window:
How to view the invoice:
- If the user wants to view the previously created invoices they can view it form the below given options:-
- Go to the View tab.
- Click on the Previous and Next tab to view the created invoices.
- If required then you can also view the invoices details with the below given options:-
- Month wise
- Entry wise
- Date wise
- Current Year
- Last 7 Days
Reference Window: