Sales Return From POS

POS Return Page
The POS Return page is designed to manage sales returns, such as for damaged goods or incorrect shipments. This process ensures that inventory is correctly moved back into stock and financial records (including payments) are updated accurately. User can access this page by navigating to the POS module -> New button (top left) and selecting POS Return.
  Return List & Search
On the left side of the screen, the system displays a history of transactions:
  • Invoice List: A chronological list of transactions showing the invoice number (e.g., #006/2025), date, customer name, and the total value.
  • Payment Status Labels: Each invoice is marked with a color-coded status such as Unpaid (orange) or Credited (red), helping the user identify the current financial state of the sale.
  • Search Reference: The search bar at the top allows the user to quickly find a specific invoice by typing the reference number or the customer’s name.
  Invoice Detailed View
Once an invoice is selected from the list, the right side of the screen populates with the specific details of that sale:
  • Customer Information: Displays the customer name, address, and contact details associated with the original transaction.
  • Sold Items List: A table showing all items from the original invoice, including the Item Description, Quantity sold, and the Price.
  • Return Qty: This is an editable field where the user enters the exact quantity of the product being returned.
  • Summary Totals: Displays the Sub Total and Amount Total for the items currently being processed for return.
  Action Buttons
The bottom of the screen contains the buttons to finalize the return process:
  • Update: Recalculates the return totals based on the quantities entered in the Return Qty field.
  • Return Button: Finalizes the return transaction. This action generates the credit note and initiates the process to put the goods back into inventory.
  • Print Credit Note: Generates a physical or digital document for the customer confirming the return and the credit value.
  Return Scenarios & Exchange
The system handles several return logic scenarios:
  • Exchange via POS: If the user is performing an exchange, the return should be initiated from the main POS screen (using the Exchange button) so the balance can be applied to a new purchase.
  • Refunds: If a full or partial refund is required, the system initiates a Bank Payment to debit the money from the selected bank account and provide it back to the customer.
  • Direct Sales Credit: To record a return without an invoice reference, the user must navigate to the Sales Module -> New -> Sales Credit.
 

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