Sales Order SO-001
item Qty Price/qty Total
Item A 22units 65USD 1430
Item B 3 Units 650 1950
Sales order Converted to sales invoice
Sales Invoice SI-001
item Qty Price/qty Total
Item A 22units 65USD 1430
Item B 3 Units 650 1950
Sales invoice converted to Delivery Note
Delivery Note DN-001
item Qty Price/qty Total
Item A 22units 65USD 1430
Item B 3 Units 650 1950
Can anyone explain the use case here for Sales Return. How can we solve these use cases in erpnext
Case 1:
In case customer returned the below items and took the money back.
Case 2:
Customer returned the below items and purchased other items of the same value of the returned items(Item C and Item D)
Case 3:
Customer returned the below items and purchased other items of different value of the returned items(Item C and Item D), Value can be more or less, both cases.
Customer Returned the following:
item Qty Price/qty Total
Item A 8units 65 520
Item B 1 Units 650 650
Case 1:
In case customer returned the below items and took the money back.
Create a Sales Return against Delivery Note. Against a Sales Invoice, create a Credit Note, with “Is Paid” checked".
Case 2:
Customer returned the below items and purchased other items of the same value of the returned items(Item C and Item D)
Create a Sales Return against Delivery Note. Make a new Delivery Note against a Sales Order for the replacement item.
Case 3:
Customer returned the below items and purchased other items of different value of the returned items(Item C and Item D), Value can be more or less, both cases.
Create a Credit Note and Sales Invoice for the original Sales Invoice. Create a new Sales Invoice for the new items. In the payment entry, you should be able to keep both the invoices and pay only the difference amount.
Case 1:
In case customer returned the below items and took the money back.
Create a Sales Return against Delivery Note
Against a Sales Invoice, create a Credit Note, with “Is Paid” checked".
Cannot find “Is Paid” Under sales Invoice form when I press Make > Return / Credit Note Instead of “Is Paid” we have to do the following.
Need to check “Include Payment (POS)” and then add the total amount in negative value under Payment Section to make it return Payment Section appears only when “Include Payment (POS)” is checked.
EDIT: When I did the above. The original Invoice becomes Paid. and the return Invoice Shows Return as status. Is this the correct way to handle sales return with full amount paid back
Hi @umair, this is the post that comes closest to determining the problems with returns. Case 2, restrictive by code, is one of the most normal cases.
To all this could be added the cases of return and reuse of money, without using the form of the journal entry that is not very intuitive.
They are elementary issues for retail, and we usually create many PR with my team (which lately are all corrections and still do not accept them in V11 ), but this exceeds us, and we do not understand why they do not give importance, as they are reason for filtering when choosing an ERP.
If in this or another post, you can define well the requirements, and that can impact, we can take charge of the development, but usefully not even in github we are having an answer.
We can assist with our development team as well. As we have made many changes for the Retail Domain and as you mentioned that ERPNext is not concentrating on retail domain.
We need Store credit Mechanism in Place for credit notes issued. As currently there is only in Accounting ledger but nowhere in Customer/Supplier master as Store Credit details
Maybe we can Create a Topic and take it forward ourself and then discuss with the ERPNext Team.
These issues are not exclusive to ratail, we are simply talking about any company that manages stock.
Not to mention the accounting issues related to credits and use credit notes as a balance.
We can discuss it and develop a new topic, but we are having a hard time accepting PRs or simply expressing an opinion about it (besides being correct or not, it goes to V12).
The case 2 of your examples, is the one that we should prioritize since it is the simplest and most common case, and we see some complexity in which would be the correct form (for example, to take out the condition that allows to make a DN, it is not feasible, because the process of sale is wrong. another example, to use a button like the one that has the OV, to update items, neither we understand if it is correct that it is invoiced to another product in case that only modifies the order of sale, and allows to deliver this new product).
This case alone has several issues that we need to help us validate, and not waste time then reject the PR.
Did you guys manage to find any feasible solution for this?
I think the 3 use cases of sales return described by @fkardame are universally applicable in all industries dealing with stock and inventory management.
Currently, in the latest v14 as well, this issue seems to be persistent and no clear documentation to support it.
For now, to process a sales return, 2 steps are required (to properly affect stock ledger and accounting ledger)
What happens to this credit note amount is still not very clear. @federico_calvo your point about allowing the customer to utilize the credit note amount as store credit in his/her next purchase is a valid one too. Right now, there seems to be no straightforward way to achieve this.
), but this exceeds us, and we do not understand why they do not give importance, as they are reason for filtering when choosing an ERP.