User Guide: Sales Return Invoice Screen

User Guide: Sales Return Invoice Screen - Sales System Smart Pro ERP

Accessing the Sales Return Invoice Screen:

1. After logging into the system, go to the side menu.
2. Click on "Sales System" in the menu.
3. Select the node "Transactions - Sales Return Invoice".

Adding a New Sales Return Transaction:

General steps:

1. Click "New" to start a new sales return invoice transaction.
2. Enter the transaction data in the required input fields.
3. Click "Save" to save the data.

Step-by-step instructions:

1. "New" button:

• Steps:

1. Click the "New" button to start a new sales return invoice transaction.
2. The input fields on the screen will be initialized, allowing you to enter the details of the new transaction.
3. Enter the required information in the mentioned input fields (number - branch, warehouse, payment method, customer - sales invoice number - print template).
4. Click "Save" to save the transaction.

2. "Save" button:

• Steps:

1. After entering the transaction details, click the "Save" button.
2. The transaction data will be saved in the Sales System.

3. "Print" button:

• Steps:

1. After saving the transaction, display it and click the "Print" button or the F6 key.
2. A report containing the transaction details will be printed.

4. "Return from Invoice" button:

• Steps:

1. Click the Return from Sales Invoice button.
2. Enter the invoice number to be returned, or some of its items.
3. After completing the transaction, click the Close button.

5. "Return by Item" button:

1. Press the Return by Item button.
2. Enter the item name or item code number, then press Search to display it.
3. After completing the transaction, click the Close button.

6. "Retrieve Data" button:

• Steps:

1. Click the "Retrieve Data" button.
2. The data of the last sales return transaction saved in the system will appear, where you can edit it, cancel it, or undo the action.

7. "Item Search" button:

• Steps:

1. Click the "Search Items" button or press F12 on the keyboard and enter the search information to find the required items.

10. "Additional Options" button:

1. Fill in the required fields (date - employee - return type - returned warehouse - discount amount - cash register - invoice type - return reason)
2. Select the free quantities option if applicable
3. Write the statement about the transaction
4. You can view the invoice journal entry by clicking the View Journal Entry button.

7. "Export to Excel" button:

• Steps:

1. After displaying the transaction, click the "Export to Excel" button.
2. The transaction data will be saved in an Excel file that can be opened and used outside the system.

Data Display Table:

• This table is used to display the details of the items included in the sales return transaction in an organized manner, and you can click the item name column to select the required items.

Delete Button in the Table:

• You can use the delete button available in each row of the table to delete the selected item from the sales invoice.

Specifications and Data Displayed in the Table:

• The table rows consist of the following columns Each item includes the following data:
• Item Code: displays the item code.
• Item Name: displays the item name.
• Unit: displays the unit of measure for the item.
• Quantity: you can enter the quantity to be returned
• Unit Price: to enter the item unit price.
• Total: calculated automatically based on quantity and unit price.

Adding and Editing Items in the Table:

• Select the required item from the drop-down list.
• After selecting the item, it will be displayed in the table with its data.
• You can edit the quantity and unit price as needed.
• You can also use the delete button in each row to remove the item from the transaction.

Navigation and Search Keys:

• Use the following keys to navigate and search within the Sales Invoice screen:
• > : move to the next record.
• <: return to the previous record.
• >]: move to the last saved transaction.
• [<: move to the first saved transaction.
• 🔍: search using the transaction number you want to review or view