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.
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
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
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.
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
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
Review Header and Remarks
Review Sale Return Header Details
Enter additional information in the Remarks field, if required
Add any Additional Charges, if applicable
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
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
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
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
