Book A Demo
Sales Returns

This page is designed to manage and track product returns from customers. It helps businesses process returns efficiently, maintain accurate inventory records, and ensure customer satisfaction.

Key components of the page include:

  • Return List: Displays all returned products with details such as return date, customer name, product, quantity, and reason for return.
  • Search and Filter: Filter return records by date, customer, product, or status, or search using keywords.
  • Export Data: Export return data for reporting and analysis.
How to add Sales Returns?
  1. Click on the "Add Return" button on the Sales Return List page.
  2. In the Order Table section, enter the product name, code/SKU, batch number, quantity, net unit price, discount, and tax for the item being returned.
  3. If applicable, choose an order tax from the dropdown menu.
  4. Enter a return note explaining the reason for the return.
  5. Optionally, attach any relevant documents by selecting a file from your computer and clicking "Choose File."
  6. Enter any staff notes related to the return.
  7. Click on the "submit" button to create the sales return.

Note: If you have registered for VAT in the system, you will get on your receipt a validated QR code from ZIMRA. Otherwise, the code will show your transaction ID.

Purchase Returns

This page is where you track and manage other financial inflows of your business. It serves as a centralized hub for recording, reviewing, and analyzing income transactions, helping you maintain financial oversight.

 

Key components of the page include:

  • Return List: Displays all returned products with details such as return date, supplier name, product, quantity, and reason for return.
  • Search and Filter: Filter return records by date, supplier, product, or status, or search using keywords.
  • Export Data: Export return data for reporting and analysis.
How to add a Purchase Returns?
  1. Click on the "Add Return" button on the Purchase Return List page.
  2. In the Order Table section, enter the product name, code/SKU, batch number, quantity, net unit price, discount, and tax for the item being returned to the supplier.
  3. Select the Account which will be credited the amount you were charged for the purchase.
  4. If applicable, choose an order tax from the dropdown menu.
  5. Enter a return note explaining the reason for the return.
  6. Optionally, attach any relevant documents by selecting a file from your computer and clicking "Choose File."
  7. Enter any staff notes related to the return.
  8. Click on the "Submit" button to create the purchase return.

The system will automatically calculate the subtotal, order tax, and grand total for the returned items. Once submitted, the purchase return will be added to the Purchase Return List page.