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How to Raise a Sales Return in Bizconnekt (Step by Step)

When a customer sends goods back, you raise a sales return to record what came back, take the good stock into one of your stores, and credit the customer. This guide walks through it from start to finish, using a simple example: a customer returns 5 damaged units from a 100-unit order.

Before you start​

You will find the return easiest to raise if you have these ready:

  • The original invoice or delivery challan the goods went out on.
  • The customer who is returning the goods.
  • The store where you will receive the returned stock.
  • How many pieces are coming back, and the reason.

Step-by-step guide​

Step 1: Open a new sales return​

  1. Go to Sales in the sidebar.
  2. Click Sales Return.
  3. Click the Add button to open a blank return.

Bizconnekt gives the return its own return number automatically. You can leave it as it is.

Step 2: Choose the customer and the original document​

  1. Select the customer who is returning the goods.
  2. Link the original invoice or delivery the goods were sold on.

Linking the original document matters: it tells Bizconnekt what was actually sold, so you can only take back what genuinely went out. In the example, you link the invoice for the 100-unit order.

Step 3: Set the return dates​

  1. Return date — the date you are recording the return. This defaults to today.
  2. Goods received date — the date the physical goods actually came back to you. This can be earlier than today if the goods arrived a few days ago.

Step 4: Pick the items and quantities​

For each item the customer is sending back:

  1. Select the item from the original document.
  2. Enter the return quantity — how many pieces are coming back.
  3. Check the original quantity shown, so you never take back more than was sold.

In the example, you pick the single product and enter a return quantity of 5 against an original quantity of 100.

If a return involves batches, expiry dates or serial numbers, record those against the line as well, so the exact pieces coming back are traceable.

Step 5: Choose a reason​

Set the reason for the return. Choose the one that best fits — for example, Damaged for the 5 units that arrived broken. The reason is what lets you later spot patterns, such as a product that keeps coming back for quality problems.

Step 6: Accept or reject each item​

Not everything that comes back is fit to resell. For each line, split the returned pieces into:

  • Accepted — good enough to take back into stock.
  • Rejected — damaged or unusable, not added back to stock.

Only the accepted quantity is added back to your store. In the example, if all 5 damaged units are unusable, you accept 0 and reject 5 — the customer is still credited for the return, but no damaged stock re-enters your store. If the units are resaleable, you accept all 5 and they go back on the shelf.

Step 7: Choose the store to receive the stock​

Select the store where the accepted goods should come back in. This is the location whose on-hand quantity goes up when you save the return. Pick the store that will actually hold the returned pieces.

Step 8: Add a restocking fee (optional)​

If you charge customers a fee for taking goods back, add a restocking fee on the return. You can set it as a percentage (for example, 15% of the returned value) or a fixed amount. The fee reduces the credit the customer receives.

Step 9: Review the totals​

Check the summary before saving:

  • The quantity coming back, and how much you have accepted versus rejected.
  • The return value, any tax, any restocking fee, and the final credit amount.

Make sure the credit amount matches what you intend to give the customer.

Step 10: Save the return​

Click Save. If your business requires sign-off on returns, the return goes for approval first; otherwise it is recorded straight away. Once the return is approved and processed:

  • The accepted stock is added back into the store you chose.
  • A credit note is raised in the customer's favour for the credit amount.

Field definitions​

FieldWhat it means
Return numberThe automatic reference Bizconnekt gives every return, so you can find it later.
CustomerThe party sending the goods back.
Original documentThe invoice or delivery the goods were sold on — limits what you can take back.
Return dateThe date you are recording the return.
Goods received dateThe date the physical goods actually came back to you.
Original quantityHow many of the item were sold on the original document.
Return quantityHow many pieces the customer is sending back.
Accepted quantityThe good pieces you take back into stock.
Rejected quantityThe unusable pieces that are not added back to stock.
ReasonWhy the goods came back — damaged, wrong item, and so on.
StoreThe location where the accepted stock comes back in.
Restocking feeAn optional charge for taking goods back, deducted from the credit.
Credit amountThe value credited to the customer through the credit note.
Customer's referenceThe customer's own return note number, if they gave you one.

Common issues​

The item is not available to select​

The item can only be returned if it was on the original document. Check that you linked the correct invoice or delivery, and that the item you are looking for was actually sold on it.

Bizconnekt will not let you return that many​

You cannot take back more than was originally sold. If the return quantity is higher than the original quantity, reduce it to match what actually went out.

Stock did not increase after saving​

Only accepted pieces are added back to stock. If you rejected all the returned pieces, the store quantity will not change — which is correct for damaged goods you are not reselling. Check the accepted quantity and the store you selected.

The credit is smaller than expected​

A restocking fee reduces the credit. If the customer expected the full value back, check whether a restocking fee was applied and whether that is what you intended.

The return is waiting and nothing has happened​

If your business requires sign-off on returns, the return waits for approval before stock moves and the credit note is raised. Check its status and who needs to approve it.

Need help? Contact support at support@bizconnekt.com