Process a Sales Return in GPOS

This tutorial will guide you step-by-step on how to create and save a sales return in GPOS.

🛠️ Why You Might Need to Process a Sales Return

• Customer wants to return purchased items

• Wrong or defective product delivered

• Order cancellation after billing

• Partial return due to damaged goods

📋 Steps to Process a Sales Return in GPOS

✅ Step 1: Go to the Sales Return Screen

1. Log in to your GPOS dashboard.

2. Navigate to the “Sales Return” module from the side menu.

3. Open the Sales Return form.

✅ Step 2: Enter Customer Details

1. Select the customer from the Customers dropdown.

2. You will see the customer’s Closing Balance displayed.

✅ Step 3: Select the Original Sales Invoice

1. Search the original Sales Invoice ID related to the return.

2. Choose the correct Warehouse from which the product was sold.

✅ Step 4: Set Return Date and Sales Ledger

1. Set the Return Date (default is today’s date).

2. Select the appropriate Sales Ledger for accounting.

✅ Step 5: Voucher Number and Price Group

• Voucher No will auto-generate (e.g., SR-2508-0001).

• Choose Price Group if applicable (default is selling price).

✅ Step 6: Add Products to Return

1. Search product by Name or Code.

2. Enter the Return Quantity (should be less than or equal to the sold quantity).

3. Unit price, discount, tax, expiry date, and subtotal will display automatically.

✅ Step 7: Review Return Summary

• Check Total Item, Total Quantity, and Net Total Amount.

• Apply Return Discount if any (fixed or percentage).

• Select Return Tax if applicable.

• Add any Return Note for reference.

✅ Step 8: Payment Details

1. Enter the Paying Amount if refunding the customer now.

2. Select Payment Method (Cash, Card, etc.).

3. If credit adjustment is needed, select Credit A/c.

4. Add Payment Note if required.

5. Check the Current Balance after return processing.

✅ Step 9: Save the Sales Return

1. Review all details carefully.

2. Click Save to complete the sales return process.

3. Inventory and accounting records will update accordingly.

🔐 Important Notes

• Only authorized users can process sales returns.

• Returns must reference an original sales invoice.

• All return transactions are recorded for audit and reporting.

🎯 Tips

• Always verify the product quantity and condition before processing a return.

• Use the search function for quick invoice and product selection.

• Keep return notes clear for future reference.

By following these steps, you can efficiently manage customer returns in GPOS while keeping your records accurate and up-to-date.