Tight control of returned items

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🎯 Mastering Sale Returns in Logic ERP

Welcome! In this tutorial, we’ll walk you through how Logic ERP provides strong controls over item returns to ensure βœ… accuracy, 🚫 prevent discrepancies, and πŸ“¦ enhance inventory management.

Let’s break it down step-by-step! πŸ‘‡


πŸ”„ Creating a Sale Return

To process a Sale Return, follow these steps:

  1. πŸ“ Navigate to the Sale Return Window

    • Go to the Sale Return section in the main menu.

  2. πŸ“¦ Select the Item Lot

    • Choose the lot for which you want to initiate a return.

  3. 🧾 Sale Bill History Window Appears

    • As soon as the lot is selected, the Sale Bill History window will appear.

    • This window displays all previous sale bills associated with the selected lot.

    • Choose the sale bill that you want to adjust with the sale return.

  4. ✍️ Enter the Return Quantity

    • Input the number of items to return.

πŸ’‘ Note: If the return quantity is greater than > sold quantity ➑️ ❌ Error message will be generated! This ensures no one can return more than what was sold, keeping stock manipulation in check. πŸ”’


⚠️ Controlling Returns of Expired Lots

Logic ERP allows administrators to regulate sale returns for expired lots. This feature prevents the return of expired products and ensures inventory remains πŸ’― compliant.

πŸ”§ Configure Expired Lot Return Settings

  1. Go to Logic Admin > Sale Return

  2. Click on Sale Return under Global Settings.

🧠 Understand the Expired Lot Return Options:

  • Option 1: Allow Sale Return After Lot Expiry Date

    • Set a grace period in days (e.g., 0 = no return allowed after expiry, 10 = return allowed up to 10 days after expiry).

    • This option lets you define how many days after expiry an item can still be returned.

  • Option 2: Action on Attempted Return

    • Choose how the system reacts when someone tries to return an expired item:

      • ⚠️ Prompt with a warning

      • ❌ Disallow return altogether

πŸ§ͺ Test It Out (Testing the Expired Lot Return Restriction)

Return to the Sale Return window and attempt to return an expired lot.

  • If set to "prompt" Based on the chosen settings, a prompt will appear, stating: πŸ‘‰ "This lot has been expired more than 10 days. Do you want to continue?"

    • βœ… Yes to proceed

    • ❌ No to cancel

  • If disallow is selected in settings: The return will be completely blocked! πŸ›‘


πŸ’³ Configuring Credit Note Validity Days

Credit Notes act as a replacement for πŸ’°cash refunds and can be applied to future purchases. For better control, Logic ERP lets you set expiration (validity period) for credit notes.

πŸ› οΈ Setting Up Credit Note Validity Days

  1. Go to Logic Admin > Sale Return > Global Settings

  2. Locate the Credit Note Validity Days field.

  3. Enter the number of days for which the Credit Note will remain valid.

  4. πŸ’Ύ Save settings.

πŸ” Testing Credit Note Validity in Sale Bill

  • Open the Sale Bill where you want to use a Credit Note.

  • Open the payment window and click on Link Sale Return.

  • Select the Sale Return that you want to link with the Sale Bill.

If the credit note has expired, Logic ERP will generate a message prompt: 🚫 "Some of the selected Credit Notes have expired. Cannot allow to continue."

This ensures only valid credit notes are used, keeping things clean and accountable. βœ”οΈ


🌟 Key Benefits of Logic ERP’s Return Management

βœ… Prevents Fraudulent Returns – Restricts unauthorized or excessive returns.! πŸ›‘οΈ Controls Expired Lot Returns – Avoids accepting expired items back into stock πŸ“Š Enhances Inventory Accuracy – Real-time updates = less chaos. πŸ’΅ Manages Credit Note Usage – No misuse or expired credits.

By leveraging these features, businesses can maintain better inventory control, improve accuracy, and prevent losses due to uncontrolled returns.


🏁 Conclusion

Logic ERP’s return control features offers you: 🧩 Structure πŸ“ˆ Efficiency 🧾 Transparency

By configuring return settings smartly, businesses can protect inventory, stay compliant, and boost productivity. πŸ’Ό

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