User Guide: Sewing Return Invoice Screen

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

Accessing the Sales Return Invoice Screen:

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

Adding a New Sales Return Transaction:

General steps:

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

Step-by-step detailed steps:

1. "New" button:

• Steps:

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

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 button to return from a known sales invoice.
2. Enter the invoice number to be returned, or some of its items.
3. After completing the process, click the Close button.

5. "Return by Item" button:

• To return a specific item, click "Return by Item"
• After selecting the item, 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 F12 on the keyboard and enter the search information to find the required items.

8. "Additional Options" button:

1. Fill in the required fields: (date - employees - return type - warehouse returned to - discount amount - cash box - cost center - invoice type - reason for return)

. Check the options you want to add

• Return free quantities.

To post the invoice, check the Post option.

1. You can view the invoice journal entry by clicking the View Journal Entry button.
2. Write the description about the transaction.

9. "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 the details of the items included in the return transaction in an organized manner.

Delete Button in the Table:

• You can use the delete button located on each row in the table to delete the selected item from the returns invoice.

Specifications and Data Displayed in the Table:

• The table rows consist of the following columns

It includes the following data for each item:

• Item Code: Displays the item code.
• Item Details: Displays the item name.
• Quantity: You can enter the quantity to be returned
• Price: Displays the item price.
• Total: Calculated automatically based on quantity and price.

Adding and Editing Items in the Table:

• - Select the required item from the dropdown list.
• After selecting the item, it will be displayed in the table with its data.
• You can modify the quantity and unit price as needed.
• You can also use the delete button on 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