How to Track Sales Returns in Bizconnekt (Find and Filter)

The sales return list is where you find every return you have recorded and follow it from the moment it is raised to the moment the customer is credited. This guide shows how to find a return, filter to the ones you care about, and read what each status is telling you.

How do I open the returns list?

1. Go to Sales in the sidebar.
2. Click Sales Return.
3. The list opens, showing your returns with the most recent at the top.

Each row shows the essentials at a glance — the return number, the customer, the date, how much came back, the value, and the current status.

How do I find a specific return?

Use the search box above the list. You can search by:

• The return number.
• The customer name.
• The original invoice or delivery the return was raised against.

Start typing and the list narrows as you go.

How do I filter the list?

Use the filters to focus on a smaller set of returns. Common ways to filter:

Filter by	Useful for
Status	Seeing only returns that are waiting, or only ones already credited
Customer	Reviewing everything one customer has sent back
Date range	Checking returns for a week, month or quarter
Reason	Spotting how often goods come back damaged, or as the wrong item

Combine filters to narrow further — for example, all damaged returns from one customer in the last month.

What do the statuses mean?

A return moves through a few stages from the time it is raised to the time it is settled. The status tells you where it is.

Status	What it means	What to do next
Draft	Saved but not yet finalised — still being worked on	Finish the details and submit it
Pending approval	Waiting for someone to sign off before stock moves and the customer is credited	Ask the approver to review it
Approved	Signed off — stock is being taken back and the credit note raised	Check the store and the credit note
Completed	Fully processed — accepted stock is back in and the customer is credited	Nothing — the return is settled
Rejected	Sign-off was refused — the return will not go ahead as recorded	Correct it and resubmit, or close it
Cancelled	The return was called off before it was processed	Nothing — no stock or credit changed

Statuses available to you depend on your plan and your role, and on whether your business requires sign-off on returns.

How do I see the full detail of a return?

Click any row to open the return. Inside, you can see:

• The items and quantities — what came back, and how much you accepted versus rejected.
• The reason each item was returned.
• The store the accepted stock went into.
• The restocking fee, if one was charged, and the final credit amount.
• The linked credit note raised in the customer's favour.

How do I track what happened to the stock and the credit?

Two things are worth checking on a completed return:

• The stock came back in. The accepted quantity is added to the store you chose. If you rejected damaged pieces, they are not added — so the store quantity only reflects the good stock. See Stores to confirm the on-hand quantity.
• The customer was credited. The return raises a credit note for the credit amount. Open the linked credit note to see the customer's credit and how it has been applied.

How do I read returns at a glance?

A few quick habits make the list easier to work with:

• Filter by status to separate what needs action (pending approval) from what is done (completed).
• Filter by reason now and then to spot a product or supplier causing repeat returns.
• Open a return whenever the accepted and rejected split matters — for example, to confirm damaged goods were not put back on the shelf.

Related guides

• How to raise a sales return — record a new return
• Sales Return overview — what a return is and when to raise one
• 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

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Need help? Contact support at support@bizconnekt.com