Create Sale Return from Sale Bill

YouTube: How to Create a Sales Return from a Sales Bill?

How to Create a Sales Return from a Sales Bill?

In this tutorial, we will learn how to create a Sale Return directly from a Sale Bill in Logic ERP. This feature ensures accurate return processing, proper stock adjustment, and correct accounting impact.

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Open Sale Return Creation Module

• Navigate to Create Sale Return from Sale Bill

• Choose the source document:

  • Sale Bill

  • Sale Order

• For this tutorial, proceed with Sale Return against Sale Bill

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Select Sale Bill

• Select the required Sale Bill

• Click Refresh

• After Refreshing:

  • Upper Section displays Sale Bill header details

  • Lower Section displays all items included in the Sale Bill

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Define Return Quantities

• Enter the Return Quantity in the SR Quantity column against each item

• Alternatively, scan return quantities using:

  • Item Code

  • Additional Item Code

  • Lot Code

Note: Ensure Use Item Scanning is enabled in configuration to activate scanning functionality.

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Configure Charges and Calculation

• Define which Extra Charge fields should be displayed

• Set the Calculation Basis for these fields as required

• Scan the item quantity (if applicable)

• The scanned quantity is automatically reflected in the SR Quantity column

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Item Selection Logic

• Press the Space Bar on the selected column to untick an item

  • The SR quantity resets to zero

• When SR quantity is entered:

  • The item is automatically selected

• Color Indicators:

  • Yellow → Partial quantity returned

  • Green → Full quantity returned

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Review Header and Remarks

• Review Sale Return Header Details

• Enter additional information in the Remarks field, if required

• Add any Additional Charges, if applicable

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Save and Verify Sale Return

• Click Save to complete the Sale Return process

• Open the Sale Return module

• Verify that:

  • The sale return is reflected correctly

  • All item, quantity, and charge details are accurate

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Sale Return for Retail Customer

• Open the Retail Sale Bill for which the return needs to be processed.

• Select the items and enter the return quantity as required.

• If you want to maintain a separate ledger for a retail customer:

  • Enable Create Account for Retail Customer

• Upon selection:

  • A dedicated ledger account is automatically created

  • The customer ledger is reflected in the accounting entry

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Verify Ledger Posting

• Save the Sale Return document

• Open the Ledger Report

• Confirm that:

  • The Sale Return entry is posted against the specific retail customer

  • Accounting impact is accurate and traceable

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Conclusion

Creating a Sale Return from a Sale Bill ensures:

• Accurate stock reversal

• Transparent item-wise return tracking

• Correct customer-wise ledger posting

• Better control over retail and regular customer returns