Sales Return in Bizconnekt: Take Goods Back and Credit the Customer
Sometimes a customer sends goods back — the wrong item shipped, a few pieces arrived damaged, or they simply ordered more than they needed. A Sales Return is how you record that in Bizconnekt: you note what came back and why, take the good stock back into one of your stores, and give the customer credit for it with a credit note. It keeps your stock count honest and your customer's account square, all from one record.
Availability depends on your plan and your role.
What is a sales return?
A sales return is a record of goods coming back to you after you have already sold them — usually after an invoice or a delivery. It answers three questions in one place: which items and how many came back, why they came back, and where the stock should go. When you save it, Bizconnekt gives it its own return number so you can always find it and refer to it later.
A return does two real things behind the scenes:
- It brings stock back in. The pieces you accept are added back to the store you choose, so your on-hand quantity is correct again.
- It credits the customer. The value of the returned goods becomes a credit note against the customer, which reduces what they owe you (or can be adjusted against a future sale).
A real example
A customer ordered 100 units and paid on an invoice. Ten days later, 5 of those units arrive back at your gate, damaged in transit. You raise a sales return for those 5 units, mark the reason as damaged, choose the store the stock should go into, and accept them back. Bizconnekt adds 5 units back to that store and issues the customer a credit note for the value of the 5 units — so the customer is credited for exactly what they returned, and your stock shows the 5 units are back.
When should you raise a return?
Raise a return whenever goods you have already sold come back to you, for any reason. Common ones include:
| Reason | Typical situation |
|---|---|
| Damaged | Items arrived broken or were damaged in transit |
| Defective | Items do not work as they should |
| Wrong item | You shipped something different from what was ordered |
| Excess quantity | The customer received more than they ordered |
| Expired | Goods reached their expiry before use |
| Quality issue | The goods did not meet the expected quality |
| Not as ordered | The goods do not match the order specification |
| Warranty claim | Returned under a warranty |
| Other | Anything not covered above — add a note explaining |
Who uses sales returns?
Returns touch a few people in your business:
- Sales and support staff raise the return when a customer reports a problem.
- Store and warehouse staff receive the physical goods and confirm how many are fit to take back into stock.
- Accounts staff rely on the credit note the return produces to settle the customer's balance.
- The owner or manager watches returns to spot patterns — a supplier whose goods keep arriving damaged, or a product with repeat quality complaints.
How a return connects to the rest of Bizconnekt
A sales return is the closing chapter of a sale, so it links back to the documents that started it and forward to the credit that settles it:
- It is raised against the original invoice or delivery challan, so you only ever take back what actually went out.
- It is tied to the customer who is returning the goods.
- The accepted stock comes back into one of your stores.
- The value of the return becomes a credit note in the customer's favour.
What you can do with returns
Record the return
- Pick the items and the exact quantity coming back
- Choose a reason for each return
- Accept the good pieces and reject the unusable ones
- Deduct a restocking fee where you charge one
Settle and track
- Send accepted stock back into a store
- Issue the customer a credit note automatically
- Track each return from draft to credited
- See accepted, rejected and pending quantities at a glance
Getting started
| Task | Guide |
|---|---|
| Raise a new sales return | How to raise a sales return |
| Find and track your returns | How to track sales returns |
Related guides
- How to raise a sales return — step-by-step
- How to track sales returns — find, filter and follow returns
- Invoicing — the original sale
- Delivery Challan — how the goods went out
- Customers — the party returning the goods
- Credit Note — the credit the return produces
- Stores — where returned stock comes back in
Need help? Contact support at support@bizconnekt.com