Learn How to Create Sales Return Invoice in RetailGraph Software

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:

  1. Go to Sales > Sales Return.
Reference Window:
SwilERP Dashboard Window

How to add customer details:

  1. To create Sales Return invoice, how to add customer details:-
  1. Go to the Home tab.
  2. Select the customer Name from the drop-down list.
  3. If required, then enter the Reference number of the invoice.
Reference Window:

add customer details

How to select the product details:
  1. Firstly select the product return type, i.e., products were Saleable/ Expired/ Damaged/ Price Difference/ Received short/ Shelf expired. 
  2. Then select the Product that you want to return to the vendor. 
  3. Select Invoice Number from the below-given list. 
  4. Then the Invoice Date will be entered automatically.
  5. Add the Quantity of product that you want to return. 
  6. All further details will be filed automatically. 
  7. You can enter the multiple products here to return the product. 
  8. Save and Draft the page with a click on the given option.
  9. To take the printout of this invoice, click on the Print tab.
Reference Window:

product details
How to view the invoice:
  1. If the user wants to view the previously created invoices they can view it form the below given options:-
  1. Go to the View tab.
  2. Click on the Previous and Next tab to view the created invoices.
  3. If required then you can also view the invoices details with the below given options:-
  4. Month wise
  5. Entry wise
  6. Date wise
  7. Current Year
  8. Last 7 Days
Reference Window:
​
view the invoice

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