Return from Customer

The return-from-customer document records the return of previously sold goods back to the warehouse from a buyer. It reverses the selling process and adjusts both stock and customer debt.

How to Access

Navigate to: Sidebar > Warehouse > Return from Customer

Route: /warehouse/documents/return-from-covenantee

Quick actions:

• Open list
• Create new

Overview

A return-from-customer document is used when a buyer returns previously purchased goods — due to defects, dissatisfaction, or agreement. After conducting, items are added back to the warehouse and the customer's debt is reduced accordingly.

Document List

Columns

Column	Description
No.	Document number
Date	Document date
Organization	Organization
Warehouse	Warehouse
Customer	Customer returning goods
Conducted	Posting status
Created	Creation date
Total	Document amount
Employee	Responsible employee
Note	Comment

Creating a Document

Main Fields

Field	Description	Required
Date	Return date and time	Yes
Organization	Organization accepting the return	Yes
Warehouse	Warehouse receiving returned goods	Yes
Customer	Customer returning goods	Yes
Note	Free-text comment	No
Total	Amount (auto-calculated)	—

Item Grid

Column	Description
#	Row number
Item	Item name
Quantity	Quantity returned
Unit	Unit of measurement
Price	Unit price
Total	Row total

Step-by-Step Guide

1. Go to Warehouse > Return from Customer.
2. Click Add.
3. Select the Organization, Warehouse, and Customer.
4. Set the Date.
5. Add returned items and specify quantities.
6. Verify the prices match the original sale.
7. Click Save, then Conduct.

FAQ

Does the return price have to match the selling price?

Typically, yes. The return should be at the same price as the original sale to correctly adjust mutual settlements.

Can I accept a partial return?

Yes. You can accept any quantity — it does not have to match the full original sale.

How does this affect the customer balance?

After conducting, the customer's debt decreases by the return amount.