Sales returns

Sometimes you many cancel sales orders because your customer no longer wants to buy some (or all) of the goods or services that you're supplying. You might cancel orders for many reasons, such as damage to goods in transit, incorrect quantities, or incorrect items. You enter a sales return to record the goods or services that your customer ordered but no longer requires.

Sales return process

The key stages in the sales return process are:

Create a new sales return, or copy from an existing sales order.
Confirm receipt of the return (in the Sage 200 desktop), to record that you've received the items, and to update stock levels.
Print the credit note for the sales return (in the Sage 200 desktop) and issue this to the customer, to match the value of the goods returned.
Post the credit note (in the Sage 200 desktop) to create the credit transaction and update the customer account and nominal accounts.

You can currently create sales returns in the Web Portal, but you must process the return in the Sage 200 desktop; for example, to confirm receipt, print and post credit notes.

Sales return status

Sales returns have one of these statuses, shown as the Return status or the Document status:

Live: The return has been generated and is in the process of being returned. Some credit notes still need to be posted for the return.
Completed: The return has been fully received and credited, or has been cancelled. Credit notes have been posted for the return, and the customer and nominal account balances have been updated.
On hold: The return has been put on hold to stop any further processing of the return.

See Amend sales return status (on hold).