Returns

You can only select Returns as an Entry type if the User Preference option Returns entry is selected.

Return transactions are entered the same way as sales transactions Prices and discounts are determined using the customer, item, location and quantity combinations. Options available to the user in terms of editing fields and changing values in relation to sale transactions are also applicable when entering returns.

Instead of processing a receipt, a unapplied Refund is processed for a return, fully applied to an unapplied AR credit note.

Information

If the selected receipt method for a refund has the EFTPOS Online option selected in Receipt Method Maintenance, the EFTPOS function applies.

If the customer has a Cash account type, you can't save the return transaction unless a refund is processed using the Refunds form. If the customer has an Account or Lay-by (functions as Account) type, the transaction can be saved without processing a refund and the customer's outstanding balance updates (reduced) by the value of the transaction.

The Additional Line Details form of the entry of sale transactions also applies to the entry of returns.