Sales Return of Items without QLN

The Sales Return feature in AltheaSuite allows the user to process returns for delivered Non-QLN items directly from the original sales order.

You can create a sales return for all or part of the delivered quantity, ensuring inventory and sales records remain accurate.

Orders that have already been delivered cannot be cancelled, but they can be returned using this feature.

Use this feature when:

• A customer wants to return a delivered non-QLN item.
• You need to process a full or partial return against an existing order.
• An order has not yet been delivered and needs to be cancelled instead of returned.

Example Case: Two Wooden Cabinets were delivered, Customer now wants to keep only one of them.

NOTE: A completed delivery item only can be returned or exchanged.

STEP 1: Verify Order Document from Delivery History 

NOTE: Navigate to Delivery History to get the order details and customer details for the next step

If the item has to be returned, a TRIP has to be scheduled. Hence creating a new order with customer detail is an essential step. 

STEP 2: Create a new Order : With the items and details for return 

• Create a new order with the items to be returned 
• Add the details referred from Delivery History screen
• Scroll down to the item list in order document 
• Click on three dots 
• Click on ‘Add Return/Exchange’ 

• Click on ‘Select Document Number’

• A pop-up window will appear and list out the documents containing that item
• Select the order document 
• Quantity of that item will be displayed 
• Manually enter the quantity to be returned 

STEP 3: Click on Create and Confirm Message 

• Accept the Confirmation message 

STEP 4: Confirm the document created 

• In the order screen a new document will be created 
• It will have Grand total as a Negative Value

STEP 5: Navigate to Pending Deliveries 

• The Return Pending Delivery will be in Red 
• Click on the check box

NOTE: A Trip to the customers location is essential to pick up the item for return

STEP 6: Confirm Schedule to start the TRIP for Return

• Enter the date of trip 
• Verify the Quantity is in negative 
• Click on OK

STEP 7: Items Will be unloaded back to the warehouse and moved to ‘Picked up Items’ in AltheaSuite