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Sales Return
A guest brings something back. This puts the stock back, reduces what they owe or refunds them, and leaves a document behind.
What this screen is for
A sales return is the reverse of a sale. Raising one:
- puts the returned quantity back into stock,
- reduces the customer's balance, or pays them back in cash,
- creates a return document that shows up in History and in the returns figures on the Dashboard.
How to get here
Sidebar → Sales → Sales Return.
The screen, part by part
Return information
| Field | Notes |
|---|---|
| Customer | Who is bringing it back. Pick the same account the sale was on |
| Date | Defaults to today |
| Payment Method | How you are settling — Cash or Bank |
| Bank | Which account the refund leaves from, when Bank is chosen |
| Reference | Free text — the original bill number is the useful thing to put here |
Items
Add Item adds a line. Per line: the item, the quantity coming back, the rate it went out at, and the line total.
Put the original selling rate in, not the current menu price. The return has to undo the sale at the price the sale actually happened at.
Totals
- Total — the value of everything coming back
- Amount paid — how much you are handing over in cash right now
- Balance — the rest, which comes off what the customer owes you
Step by step
Refunding a cash guest
- Choose the customer (or Walk-in).
- Add the item and quantity.
- Set the rate to what they paid.
- Put the full amount in Amount paid and save.
Crediting a khata customer
- Choose the customer.
- Add the lines.
- Leave Amount paid at zero.
- Save. The return comes straight off their outstanding balance — check it on Account Statement.
Good to know
- Stock really does come back. If the food was thrown away rather than resold, raise the return and then write the stock off on Stock Consumption, or your stock figure will be too high.
- A return against a menu item returns the dish. Ingredient-level recovery is not assumed.
- Returns appear on the Dashboard's Monthly Returns chart — a dish returning often is worth investigating in Profit by Item.