Sales returns

Sometimes orders are cancelled and you need to record the fact that the customer no longer wants to buy some (or all) of the goods or services supplied. This could be the result of damage to goods in transit, incorrect shipment, over-shipment, or provision of the wrong services.

To record the return of goods or services in Sage 200, you must:

• Create a sales return.

• Confirm receipt of the return, to indicate which sales return items have been received (or agreed if they are service items) so that accurate credit notes can be produced for the returns.

  Stock levels are updated automatically in the Stock Control module.

• Print the credit note for the sales return and issue this to the customer to match the value of the goods returned.
• Post the credit note on the system.

If online payment was made with the order which is being returned, an online card refund must be made (if the money is to be refunded). In order to do this, the original order must have been completed by posting an invoice from Sales Order Processing to the Sales Ledger. The sales return must be completed by posting the credit note to the Sales Ledger. The sales payment generated by the online card refund can then be allocated to the credit note.