Prompt Sale History for Each Item in Sale Return.

YouTube Link: How to Enforce Mandatory Selection of Sale Bill Against Sale Return Items ?

How to Enforce Mandatory Selection of Sale Bill Against Sale Return Items ?

In this tutorial, we'll guide you step-by-step to access and utilize sale history for each item when processing a sales return. This feature is designed to enhance your return management efficiency by providing accurate historical insights.

Steps to Activate

• Navigate to the "Sale Voucher Configurations".

• Select the "Relevant Billing Series".

• Enable the option: "Prompt sale history for each item in sale return".

Let's enable this feature and observe its impact.

• Save Changes: Ensure you save any changes made.

Demonstrating the Feature

• Ensure the Customer has already created a Sale Bill.

• Verify this feature by creating a new Sales Bill and adding an item along with the item you want to return or exchange.

• To Enter Return Product: Click on "Enter Return" and input the product details the customer wishes to return.

• After selecting an Item and Lot/Batch, a window displays a detailed sales history for both the customer and the item

Here is the Preview to Select Document Number for Each Item in Sale Return.

Completing the Return

• Finalize: Choose the document number corresponding to the sale, then click "OK" to process the return efficiently.

Tip: This functionality simplifies the management and adjustment of returns effectively.