Sales Return is merchandise sent back by a buyer to the seller. The return is usually because an excess quantity was either ordered or shipped, or due to defective goods.
A return may also be triggered by goods having been shipped too late, or the wrong items were shipped, or because the product specifications were incorrect.
Go to create the Sale Return (SRT) in Localizebook:
- Go to the Customer menu.
- Click Customer Center.
- Click on button +Add in the center of the page.
- Click on Sale Return (SRT).
- Enter the basic information of return:
1.Customer Name: Select Customer Name (required)
- Date: Transaction Date
- PO Number: Input PO Number from Vender
- Currency: Select Currency
- A/ R Account: Select account
- Price Level: Select price level
2.Number: Auto from system
- Salesperson: Select sale person
- Memo: Describe your transaction
3.Invoice Type: Select Invoice type
- Date: Transaction Date
- Warehouse: Auto from system
- Address: Auto from system
4.Discount and Tax Mode: Select Mode
- Subtotal: Auto from #5
- Discount: Auto from #5
- VAT:Auto from #5
- Grand Total : Auto from #5
5.Item:
- Item Name: Select Item that to Sale Return
- Item Code: Auto from item
- Description : Auto from item
- Qty: Input quantity
- Unit Name: Select unit Set
- Price: Auto from item
- Sale Price: Auto from item
- Amount($): Auto calculate
- Discount: Input discount amount or percentage
- Grand Total: Auto calculate after discount
- VAT: Select VAT or N/A
- Set Credit: For offset your Sale Return or credit note with an Invoice that you issued to your customer.
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Note: The save button for saving your current transaction line. if having a new transaction you must click the save button to have a new line to make a new transaction. The button for delete the transaction line.
After filling all with your information:
- Save & New: Save the current sale return and add another one.
- Save & Close: Save the current sale return and close the window.
- Close: Close: window without saving the current sale return.