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Creating a Sales Return

Sales return involves handling the items that a customer has returned for whatever reason. Depending on business rules, you may want to process sales in either of the following ways:

Accept back the returned item and return the cash to the customer. In this case, the returned item will be added back to the stock.

Replace the returned item with a new item of the same price. The returned item will be added back to the stock and the replaced (sold) item will be deducted from the stock.

In place of the returned item, the customer buys something that costs less than the returned item. The extra amount is paid back to the customer.

In place of the returned item, the customer buys something that costs more than the returned item. The extra cash is paid by the customer.

Accepting Back the Returned Item

Navigate to the Item Code field.

Scan or enter the name of the item you want to return.

The item will load in the cart on the right side of the screen.

Click the Minus sign twice to make it a return. Or manually enter the minus sign with the quantity.

The Net Total Amount will be in negative showing you have to return the amount to the customer.

Now click the Payment tab to go to the payment screen and Save.

sales return in Nimbus online retail software-min

When you have saved the return, the item that is returned is added back to the stock. You can search for sales returns by clicking the Search button on the Search tab next to the Sales and Return tab on top of the screen.

Replacing the Returned Item with a New Item of the Same Price

To replace a returned item with a new item, load the returned item with a negative quantity as explained above.

Load the new item.

If the price of both the returned and the new item is the same, the Net Total will be zero.

if the returned item is replaced by an item that costs more than the returned item, the balance amount that the customer has to pay will appear in the Net Total field without the negative sign.

Go to the payment screen and click Save.

 

in Selling & Returns