How to Create Sales Return

When a customer files a return request against an order, it’s easy to create it in SeeBiz Inventory. Here’s how. 

Accessing Sales Order Creation

There are multiple ways to access the sales return creation section. 

Method 1: Go to the Item Navigation Sidebar and select “Returns”. If you are creating your first sales return, click on the “Create Sales Return” button. 

Method 2: Click on the “+” icon next to the “Sales Return” tab.

Method 3: Click on the “+New” button at the top right corner of the sales return window.

Creating Sales Return

Here, you’ll need to fill out all the important details regarding a sales return.

1. The system will automatically generate a sales return number. 
2. Select the name of the customer who requested the sales return. 
3. Select the sales order number against which sales return was requested by the customer.
4. Set the date when the return was requested.
5. Select the reason for the return request. Click on “Other” if the reasons in the list don’t apply to the current sales return.  
6. Check the box if you want to add the returned items back to your stock. 

Insight: If the items were defective or damaged, they won’t be added back to your stock. 

1. Here, you’ll have to enter the amount of items returned by the customer. 
2. Click on the “Save” button to finish creating the sales return.
3. Or, click on the “Cancel” button to discard all changes.