How to Issue Sales Return with Serial Number

How to Issue a Sales Return with Serial Number

To issue a sales return with a serial number in AltheaSuite, follow the steps below:

Log in to your AltheaSuite account using your credentials.

Issue Sales Return from Existing Invoice

Navigate to Sales > Sales Invoice.

Select the invoice for which you want to process the return.

Click on the context menu (three dots) next to the invoice and choose “Issue Sales Return” from the options.

Select the mode of payment as chosen by the customer, enter the amount and click ‘create’ to complete the return transaction.

While saving the document, a popup window will appear prompting you to select the serial number of the item being returned by the customer.

Once the serial number is selected and the document is saved, the selected serial number will be returned to the same warehouse from which it was issued.

Return With or Without Invoice from Sales Return Module

Navigate to Sales > Sales Returns.

Click on +New to create a new sales return transaction.

If you do not have the Invoice Number, check the box “Allow to Return Without Invoice” to proceed. This option is useful when a customer does not have an invoice history in their account but wants to return a previously sold item.

You will be able to simply select the customer, add the item to be returned and proceed with the return process.

If you have the invoice number, select it from the dropdown list and continue with the sales return by entering the necessary details.