Sale returns
The sale returns feature is for recording when stock is returned from a customer, which affects the stock levels.
Note
To view the legacy version, please select Legacy User Guide.
How to view Sale returns
Viewing Sale Returns
As per Generic Navigation options, either from left-hand navigation panel, select Sale returns from the Stock folder or enter Sale returns in the Search option.
This will then show the Sale returns on the system where normal customisation of Sets can be used.
- Doc #: The document code.
- Customer: The customer returning the stock.
- Return Type: This is the document type.
- Return date: The date of the return.
- Gross: The cost of the stock.
- Period: This is the financial period that the return is being logged in.
Tip
To modify the columns displayed, select 
option on the right of the column display, then tick/untick the information you want to hide or display.
How to create Sale returns
Create a Sale Return
Select Sale returns from one of the options as shown above in Viewing a Sale returns.
Select either New or New (from template) - from the drop down menu.
Enter the Customer and a description.
Fill in the remaining fields as appropriate.
- Doc Type: This will be auto filled with the document type.
- Return Date: The date of the return.
- Period: This is the financial period that the document will be logged in.
- Legal entity: Select the legal entity.
- Their Ref: This is the unique reference given to the return.
Add Lines and posting attributes.
Lines
SKU: This is the stock keeping unit.
Product: This is the stock product being returned.
Account: This is the chart of account.
Description: Depending on the Force change setting in Chart of Accounts
If the Force change is not ticked, then the Description field will be auto-filled ...
... however it can be edited.
If the Force change is ticked, then the Description field will be blank and you will be forced to enter a description.
Tax Band: A tax band can be added here.
Unit: This is the unit to measure the product.
Qty: This is the quantity of the stock product being returned.
Unit price: This is the price per unit of the product.
Posting attributes
The posting attributes are derived from the chart of account rules related to the account code. Common attributes include cost centre and department but can also include custom attributes.
Note
Deferred Income
This item will appear depending on the settings for the Invoice type selected - see Deferred income guide for further information.
Also, this item may or may not be ticked, depending on the Customer's Ignore deferred income setting - see the Defaults section on the Customer tab in the Customers guide for further information.
6. Select Submit to complete the creation.
How to copy Sale returns
Copy a Sale Return
If you are regularly repeating a stock take you can copy a pre-existing one rather than creating a new one every time.
To do so, select the stock take that you would like to copy then select Copy.
Updated October 2025