Sales and purchase returns, fees and warranty
Create return orders, control stock effects, record serial numbers, apply fees and report warranty information.
Guides in this workflow
Follow the guide that matches the exact action, filter, menu change or issue.
Use the return-order register
Search sales and purchase return orders.
Create a return order
Select return type, related source, client/vendor, warehouse, date and item lines.
Create a sales return
Return delivered stock from a customer and create the appropriate stock-import effect.
Create a purchase return
Return received stock to a vendor and create the appropriate stock-export effect.
Load related order or document data
Select a supported relationship and load its items into the return.
Complete return-order lines
Choose item, return quantity, warehouse, serial and fee information.
Load client or vendor details
Use the supported party selection and related-data actions.
Select serial numbers for a return
Identify the exact serial values being returned or sent back.
Apply return-order fees
Use the configured return fee and total calculations.
Validate a return before approval
Resolve relationship, quantity, serial and stock errors.
Approve a return order
Record the configured approval or rejection decision.
Create stock import or export from a return
Run the implemented action that posts the approved return into inventory.
View return-order details
Review party, source, items, fees, approval and stock-document relationships.
Download a return-order PDF
Generate the return PDF.
Delete an eligible return order
Delete only where permission and status permit.
Use the warranty-period report
Review serialised products and warranty dates.
Download a warranty-period PDF
Generate warranty-period evidence as PDF.
Review expired inventory
Use the expiry table to identify affected stock.