Sales Return

Understanding Sales Returns in Zuriey POS

In Zuriey POS, managing sales returns is an essential part of the sales process. This guide outlines the two methods for processing sales returns and explains why the return value does not decrease the payment value from the parent invoice.

Two Ways to Add Sales Returns

First Way: Edit Existing Invoice

1. Access the Invoice:
   • Navigate to the invoice you want to edit.
2. Remove or Reduce Product Quantity:
   • Either remove the product from the invoice or reduce its quantity as needed.
3. Save Changes:
   • Save the edited invoice. The system will automatically add the returned quantity back to stock.

Recommendation: This method is simple and recommended for processing returns efficiently.

Second Way: Using Return Process

• Follow the instructions provided in your system documentation or screenshots to process a return through a dedicated return interface.

Why Does the Sales Return Value Not Decrease Payment Value from the Parent Invoice?

When a sales return is processed, it does not automatically adjust the payment value on the original invoice for several reasons:

1. Profit & Loss Reporting:
   • Zuriey POS adjusts these values in the Profit & Loss report, ensuring that financial records accurately reflect returns without altering payment records directly.
2. Transaction Recording:
   • Users need to manually create a transaction for receiving payment from the customer and then process a refund. This approach ensures that all financial transactions are recorded accurately, maintaining a clear audit trail.
3. Flexibility in Payment Management:
   • By separating the return process from payment adjustments, businesses can manage customer credits or refunds more effectively, allowing for flexibility in how they handle customer payments and returns.

Summary

Managing sales returns in Zuriey POS can be accomplished through editing invoices or using a dedicated return process. Understanding why sales return values do not directly affect payment values helps maintain accurate financial records and ensures proper transaction management within your business operations. For more detailed guidance, refer to your system's documentation or support resources.