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 — if you choose — raise a credit note in the same step. 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 always does one thing, and can do a second if you ask it to:
- 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. Damaged pieces go into the same store as Damaged stock, which cannot be sold.
- It can credit the customer. Tick Enable auto credit note on the return and a credit note is raised when you save it. Leave the box unticked and no note is raised — you raise it yourself from Credit Notes when you are ready.
The return moves the stock. A credit note only moves money. They are separate steps, which is why the credit note is your choice.
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 records the return and updates your stock. If you ticked Enable auto credit note, the customer's credit note for those 5 units is raised in the same save, so the customer is credited for exactly what they returned. If you left it unticked, you raise the credit note yourself once you have agreed the amount.
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 raise or check the credit note that settles 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 document the goods actually went out on: the delivery challan if the goods left on one, or the invoice only when the invoice itself sent the goods out. You can never take back more than went out, counting returns you have already made.
- It is tied to the customer who is returning the goods.
- The accepted stock comes back into one of your stores.
- If you tick Enable auto credit note, the return raises a credit note in the customer's favour. Otherwise you raise the credit note separately. An invoice has only one credit note: if one already exists, no second note is made and you are told which one to update.
What you can do with returns
Record the return
- Pick the items and the exact quantity coming back
- Choose a reason for each return
- Split the pieces into accepted, damaged and returned
Settle and track
- Send accepted stock back into a store
- Tick Enable auto credit note to raise the credit note in the same save
- Cancel a processed return and reverse its stock and accounts
- Track each return from draft to settled
- See accepted, damaged and returned 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 you can raise with a return
- Stores — where returned stock comes back in
Need help? Contact support at support@bizconnekt.com