Sales returns can be handled in two ways:
a. With Sales Return Order.
b. Without Sales Return Order.
A. With sales return order:
In a sales return order, you enter information about the products that has been returned by the customer on the basis of which subsequent material inbound of the products will be done.
By default, Sales Return Orders are disabled. To enable Sales Return Order, Go To Setup > Apps > Packaging > Installed Packages > Click Configure in Arka Inventory > Go to Sales Section > enable sales return order.
To create a Sales Return Order:
In the main page, Go to More > Sales Returns > New.
Important fields in Sales Returns:
Sales Order: Select the Sales Order number. Upon selection of Sales order, the system will show all the material outbounds against the selected Sales order. Select the products customer intends to return.
When you create a Sales Return, system will not be increasing the inventory quantity of the product immediately. Inventory quantity will be increased only when you create a material inbound of the product against the sales return.
To create a material inbound, in the main page, Go To Material inbound > New
Select material inbound type as 'Sales Return' and select the customer from whom the goods are being returned. When you select the customer, system will show all the outstanding sales return orders against the customer. Just select the product being returned. You can edit the quantities if the quantities being returned is less than the quantity in sales return. To know more on Material inbound refer Material Inbound.
Auto Creation of Sales Returns:
B. Sales Returns without Sales Return Order:
To make sales return process simple, you can disable sales return orders and just record the sales returns when materials are inbound from the customer. By default sales return order is disabled in Arka Inventory. If in case sales return is enabled, to disable the sales return, Go To Setup > Apps > Packaging > Installed Packages > Click Configure in Arka Inventory > Go to Sales Section > disable sales return order.
To record sales returns in material inbound, in the main page, Go To Material inbound > New
Select material inbound type as 'Sales Return' and select the sales order number against which materials are returned.
When you select the sales order, system will show all the material outbounds against that sales order. Just select the product(s) being returned. You can edit the quantities if the quantities being returned is less than the outbound quantity. To know more on Material inbound refer Material Inbound.
Sales Returns in case of Retail Sales (i.e Sales without Sales Orders):
If you have raised a retail invoice without a sales order, to record sales returns, in the main page, Go To More > Credit Note > New
Credit Note Type: Select the type as 'Refund Receipt' if the original invoice against which products are being returned is 'Sales Receipt'. Otherwise select the type as 'Credit Note'.
Refund Account: If the type is 'Refund Receipt' select the bank or cash account from which the refund is made. This is a general ledger list.
Return Order Ref: If the credit Note type selected is 'Credit Note', select 'Without Return Order' in return order ref. field.
Location: Select the location to which the goods is returned.
When you create a Credit Note against a retail invoice (i.e invoice without sales order), system will auto create a Material Inbound for the quantities of the product in the credit note.
To know more on Material Inbound refer Material Inbound.