Processing a Sales Return

This guide shows you how to process a sales return in RAAD ERP. You pick the original invoice, enter the quantity returned, choose a refund method and save or post the return.

Go to: Sales > Sales Return

Step 1: Open Sales Return

On a computer, click Sales in the left sidebar. On a phone, tap the menu button (☰) at the top left, then tap Sales.

Click or tap Sales Return. The Sales Returns list opens.

The Sales menu. Sales Return is highlighted.

Step 2: Click Create Sales Return

The Sales Returns page lists your returns with their number, date, customer, type, refund method, status and total amount.

Click Create Sales Return at the top right. A new sales return form opens.

A new Sales Return form. Fields marked * are required.

Step 3: Pick the Original Invoice

In Return Details, click Original Invoice and select the sales invoice this return is for. This field is required.

The Customer and the invoice line items fill in automatically. A banner shows which invoice the return is linked to.

Select the Original Invoice from the dropdown.

Step 4: Check the Return Date and Salesman (optional)

Return Date is required and is set to today. Change it if needed.

You can also change the Salesman. The default is fine for most returns.

Return Date and Salesman after the invoice is selected.

Step 5: Enter the quantity returned

In Line Items, enter Qty Returned on each line you are returning. It cannot be more than Max Returnable.

The Subtotal, Tax and Total Return Amount update as you type.

Qty Returned entered. Totals update automatically.

Step 6: Choose the Refund Method

In Return Information, choose the Refund Method: Cash, Card, Bank Transfer or Store Credit. This field is required.

For Cash, the Bank/Cash Account fills in automatically. Check it, or choose another account. This field is also required.

Refund Method set to Cash. Bank/Cash Account fills in automatically.

Step 7: Add notes (optional)

You can add Notes and a Return Reason. Both are optional.

Step 8: Save or post the return

Click Save (F4). A dialog asks how you want to save this sales return.

Save keeps a draft. Save & Post finalises the return. You can also click Post (F3) to post directly without the dialog.

Save Sales Return dialog with Cancel, Save and Save & Post.

Important Notes

Original Invoice, Return Date, Refund Method and Bank/Cash Account are required.
Qty Returned cannot be more than Max Returnable on that line.
Saved drafts may not appear in the Sales Returns list. Use Search Return at the top of the form to find them.