How to do Sales Return Approval in RetailEasy On Cloud
Sales return approval is the process of verifying and authorizing returned goods from customers. It ensures the return meets company policies, such as return period and product condition. Once approved, necessary actions like stock adjustment, refund, or replacement are taken, helping maintain inventory accuracy and customer satisfaction.
Steps to proceed for sales Return Approval
1. Navigate to the Tools tab -> Click on Configuration → Business Configuration.
2. Then search the configuration (Sales Return approval required) enable the configuration, and click on save.
2. Create the sales return after that, you can proceed for sales return approval
Navigate to Sales → Sales Return Approval choose the sales return and click on "Approve".
3. After clicking on "Approve" you will get one pop-up window enter the remarks and click on Approve/ Reject as per the condition. Then you will get a successful save message pop-up
Frequently Asked Questions (FAQ)-
Where can we see the sales return approval status?
You can check the sales return approval status in two ways:
Open the Sales Return Approval screen and use the filter option. In the filter dropdown, select the required status (Pending, Return, or Cancelled).And check the return status with the SR number.
2. Alternatively, navigate to the Sales Return Summary Report (Reports → Sales → Returned Transactions → Sales Return Summary) to view the status.
Who approves the sales return?
The approval manager assigned to the user, or the Admin, can approve the sales return. You can verify the assigned approval manager for a user in the Employee Master.
Note: User can't able to do approval.
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