ERP User Manual

Return

The Return Module allows users to manage returned goods from sales or to suppliers. It consists of two main sections: Sale Return and Purchase Return. Each supports returning items, applying taxes, notes, and managing document attachments.

Sale

Sale Return Index Figure X: Sale Return List

The Sale Return page lists all returned sales with the following columns:

  • Date
  • Reference No
  • Sale Reference
  • Warehouse
  • Biller
  • Customer
  • Grand Total
  • Action – Options: View, Edit, Delete

To add a new return, click the Add Return button which triggers a popup form:

Sale Return Form Figure X: Sale Return Popup
  • Sale Reference Number – Enter the reference number of the original sale.
  • Submit – Proceeds to return entry page based on the sale record.
Sale Return Form Figure X: Sale Return Form
Sale Return Form Details:
  • Order Table – Lists products from the original sale:
    • Product Name & Code
    • Batch Number
    • Quantity (editable for returned qty)
    • Net Unit Price
    • Discount
    • Tax
    • Subtotal
    • Choose (checkbox to include/exclude items from return)
  • Order Tax – Tax for the returned items (dropdown selection).
  • Attach Document – Optional file upload for proof or notes.
  • Return Note – Reason for return or description.
  • Staff Note – Internal remarks for processing or reference.
  • Submit – Save the return record.

Purchase

Purchase Return Index Figure X: Purchase Return List

The Purchase Return page shows all returns to suppliers. It includes:

  • Date
  • Reference No
  • Purchase Reference
  • Warehouse
  • Supplier
  • Grand Total
  • Action – Options: View, Edit, Delete

To initiate a return, click the Add Return button, which triggers a popup form:

Purchase Return Form Figure X: Purchase Return Popup
  • Purchase Reference Number – Input required to proceed to the return form.
Purchase Return Form Figure X: Purchase Return Form
Purchase Return Form Details:
  • Order Table – Products auto-filled from the selected purchase:
    • Product Name & Code
    • Batch Number
    • Quantity (editable for return)
    • Net Unit Price
    • Discount
    • Tax
    • Subtotal
    • Choose (checkbox)
  • Order Tax – Tax field applied to return.
  • Attach Document – Optional file upload.
  • Return Note
  • Staff Note
  • Submit
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