This is what happens in the video
How to register and post sales returns in Business Central
When a customer returns goods that you need to take back into your warehouse, you handle it with a sales return order in Business Central. The process covers everything from creating the return order to posting the receipt and generating the credit memo. Here is how it works in practice.
You can find the sales return orders in a couple of different places, depending on your role center. It can be on the front page, or you can navigate to it under sales and then sales return orders. You can also just use the search function and look it up directly.
Creating a sales return order
To create a new return, you press New. Then you fill in the customer number, the type, and the item the customer is returning.
You can also add a return reason code to document why the customer sent the item back. These reason codes are set up separately, and that is covered in another video. Finally, you enter the quantity the customer is returning.
Posting the return order
Once all the fields are filled out the way you want them, you can post the document. You do this through Posting and then Post.
When the warehouse physically receives the items, you can simply choose Receive. This creates a posted return receipt in the system.
Invoicing and the credit memo
After you have received the items, you can invoice the return. You also have the option to receive and invoice at the same time in one step.
When you invoice a sales return order, the system creates a posted sales credit memo automatically. This handles the financial side of crediting the customer for the returned goods.
Q&A
What is a sales return order used for in Business Central?
A sales return order is used when a customer returns goods that you need to take back into your warehouse. It lets you register the returned items, post the receipt, and create a credit memo for the customer.
Where do you find sales return orders in Business Central?
Depending on your role center, you can find sales return orders on the front page or under sales and then sales return orders. You can also search for them directly in the search menu.
What information do you fill in on a sales return order?
You enter the customer number, the type, and the item being returned. You can add a return reason code to document why the customer returned the item, and you specify the quantity being returned.
What happens when you receive a sales return order?
When you choose Receive, the system creates a posted return receipt that records the items coming back into the warehouse.
What does the system create when you invoice a sales return order?
When you invoice a sales return order, the system automatically creates a posted sales credit memo. You can also receive and invoice at the same time in one step.