Adding Sales Returns

How to Add a Sales Return / Credit Note #

To manage and track sales returns in Lutrack Inventory, follow these steps:

1. Go to Sales
2. Click on Sales Return / Cr. Note.
3. Click on the Add New Sales Return button.
4. Fill in the Sales Return Details:
   • Invoice Number: Enter the invoice number, or leave it blank to generate automatically.
   • Customer: Select the customer from the dropdown list or add a new customer by clicking the + button.
   • Return Date: Select the date of the return.
   • Product: Use the search bar to find and select the products being returned by name, item code, or barcode. Enter the quantity for each product.
   • Terms & Conditions: Review or modify the default terms and conditions.
   • Notes: Add any additional notes for the sales return.
   • Order Status: Select the status of the return order from the dropdown menu.
   • Order Tax: Select the applicable tax for the order.
   • Discount: Enter any discount amount.
   • Shipping: Enter the shipping cost.
5. Click the Save button to finalize and save the sales return.

Sales Return Overview #

1. Sales Return Overview Panel:
   • Invoice Number: Displays the unique invoice number for each sales return.
   • Return Date: Shows the date the return was made.
   • Customer: Indicates the name of the customer associated with the return.
   • Return Status: Displays the current status of the return (e.g., Received, Pending).
   • Total Amount: Shows the total amount for each return.
   • Paid Amount: Indicates the amount that has been paid.
   • Due Amount: Shows any remaining amount due.
   • Payment Status: Displays the payment status (e.g., Paid, Unpaid).
2. Actions for Each Sales Return:
   • Click on the three vertical dots under the Action column to perform various actions on a sales return:
     • View: View detailed information about the sales return.
     • Edit: Edit the details of the sales return.
     • View Payments: See the payment history for the sales return.
     • Download Invoice: Download a PDF copy of the invoice.
     • Print Invoice: Print the invoice directly.