If a customer returns a product due to a manufacturing defect or because it was unsuitable, you can easily create a sales return through "Edara".
This ensures that the return process is properly recorded in the system, and the related financial records are updated.
Creating a Sales Return
Go to the “Sales”.
Open the "Sales Returns" page.
Select the warehouse name from the dropdown list.
Note: You can create a sales return using a different “warehouse” than the one used in the original sales order.
Click on "New".
Search for the sales order.
Note: You can search for the sales order by the serial number or by entering the document code (e.g., issue order, sales order, or ref. doc).
Select the return date.
Note: If you need to modify the date while creating the document, ensure the user has permission to change the document date by enabling "Allow modifying date in new mode," and verify the user has the required permission to edit the date.
Choose the salesperson’s name from the dropdown list (If the sales order is already linked to a specific salesperson, you won’t be able to modify it).
Select the “treasury” through which the return value will be processed.
Note: If you need to show or hide certain columns, you can easily do so by clicking the (⁝) icon on the right.
Add your comment on the return (if any).
Save the return.
Additional Information
You can make the order taxable or non-taxable using the tax icon ⚙️.
You can upload a copy of the paper document as an attachment using the attachment icon 📎.
You can create a sales return for a sales order (stock, service, or both).
You can save the return as an NR or on account after deleting the bank name.
You can click "Save" and then click on to send the document to the Electronic Invoice Portal if it is linked to the tax authority.
Searching for a Sales Return
Go to the Sales module.
Click on "Sales Return".
Click on the search icon "🔍" and enter the sales return code.
Editing a Sales Return
You can follow the same search steps mentioned above and then click on "Edit".
Deleting a Sales Return
You can follow the same search steps mentioned above and then click on "Delete".
If you encounter any challenges or have any questions during these processes, you can contact our technical support team, which is ready to assist you.