Return Note
Guide to creating and managing Return Notes in RedERP.
Overview
The Return Note is used when a customer returns goods previously sold and delivered. It ensures proper adjustment of stock and financial records.
Purpose
- Record returned products
- Adjust stock levels
- Initiate credit process if needed
Typical Workflow
Invoice / Delivery Note → Return Note → Credit Note
Dashboard / List View
- Return Reference
- Customer
- Return Date
- Source Document — Linked Delivery or Invoice
- Status — Draft, Approved, Completed
- Total Returned Amount
Create New Return Note
Steps:
- Go to
Sales & Invoicing → Return Notes → Create New - Enter the required fields:
| Field | Description |
|---|---|
| Return Reference* | Auto-generated by system. |
| Customer* | Select returning client. |
| Return Date* | Date of product return. |
| Original Invoice / Delivery* | Select source document. |
| Location* | Warehouse where goods are received. |
| Remarks | Optional reason or note. |
- Add product lines and quantities being returned.
- Click Confirm Return to restock items.
Tips
- You can generate a Credit Note directly from a confirmed Return Note.
- Returned quantities are automatically added back to inventory.