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Sales Order Return & Refund Mapping | Accounting and Bookkeeping Software | UK Compliant.
Sales Order Return and Refund Mapping in Britixo ensures that all returns and refunds from the Omni Sales module are correctly allocated to accounts. Only returns with a Finish status and created refunds will appear in the transactions. Mapping helps you keep track of adjustments in your sales and financial reports.
Manual Mapping
Sales Order Return
Go to Omni Sales → Order List and create a return order.
Accept the return and change its status to Finish .
Go to Transactions → Accounting → Sales → Sales Order Return .
Click the mapping icon, select the account, and click Save .
Sales Refund
Go to Omni Sales → Order List , create a return order, accept the sale return, and create a refund.
Open Transactions → Accounting → Sales → Sales Refund .
Automatic Mapping
Navigate to Settings → Accounting → Mapping Setup → Omni Sales .
Enable Order Return Mapping , select the payment and deposit accounts, and click Save .
Create and accept a return order, then change its status to Finish .
The return will appear under Transactions → Sales → Sales Order Return , mapped automatically.
Enable Refund Mapping , select the payment and deposit accounts, and click Save .
Create a return order, accept the return, and create the refund.
The refund will appear under Transactions → Sales → Sales Refund , mapped automatically.
Mass Mapping
Enable the relevant mapping setup (Order Return or Refund) and configure the accounts.
Go to Transactions → Sales → Sales Order Return or Sales Refund .
Select the records with the status Has not been mapped .
Click Bulk Actions → Mass Mapping → Confirm .
Edit & Delete Mapping
Edit Mapping:
Click Edit , change the account, and click Save . The balance updates automatically.
Delete Mapping:
From the same menu, click Delete .
Confirm your selection; the mapping is removed, and accounts are adjusted.
Mass Delete Mapping:
Select mapped transactions from Sales Order Return or Sales Refund .
Go to Bulk Actions → Mass Delete Mapping → Confirm .
This version combines both Sales Refunds and Sales Order Returns into a single structured guide.
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