User Guide: Sales Return Invoice Screen for Representatives

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

Accessing the Sales Return Invoice Screen:

1. After logging into the system, go to the side menu.
2. Click on "Representatives System" in the menu.
3. Select the node "Operations - 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 detailed 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, where you can 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, view it and click the "Print" button or F6.
2. A report containing the transaction details will be printed.

4. "Return from Invoice" button:

• Steps:

1. Click the return from a known 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, then click 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, and you can edit it, cancel it, or undo the action.

7. "Search Items" button:

• Steps:

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

10. "Additional Options" button:

1. Fill in the required fields (date - employee - return type - return warehouse - discount amount - cash box - invoice type - return reason)
2. Mark the free quantities option if available
3. Write the description of 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 viewing 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 item details involved in the sales return transaction in an organized way, and you can click the item name column to select the required items.

Delete Button in the Table:

• You can use the delete button next to each row in 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 The following data is included for each item:
• Item Code: displays the item code.
• Item Name: displays the item name.
• Unit: displays the item unit of measure.
• 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 appear 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:
• > : go to the next record.
• <: go to the previous record.
• >]: go to the last saved transaction.
• [<: go to the first saved transaction.
• 🔍: search using the transaction number you want to review or view.