Sale Returns
Customer returns with reason tracking and automatic credit-note posting.
Handle customer returns with reason tracking and automatic credit note generation. Returned stock is reinstated to inventory immediately on approval, keeping balances accurate.
How Sale Returns actually works.
Returns are the test of an ERP. A bad system makes returns a mess of manual journal entries, mismatched stock and angry customers. Pipetal handles returns as a first-class document: structured reasons, GL impact, stock reinstatement, all in one flow.
Every sale return ties back to the original invoice or DC, so the audit trail is unbroken from quote to delivery to return to credit note.
Inside Sale Returns.
Linked to original invoice
Pick the source invoice or DC and the system pre-fills items, rates and quantities. No re-typing.
Reason tracking
Configurable reason masters: short-delivery, quality reject, damaged in transit, customer cancellation. Reports flag patterns.
Auto stock reinstatement
On approval, returned stock comes back to inventory at the original location and grade.
Auto credit note
A credit note is generated automatically with the reverse GL posting, the customer’s receivable balance drops the same minute.
Approval workflow
Returns above a configurable amount or for high-risk reasons go to a senior approver before posting.
Return analytics
Per-customer, per-item, per-reason return rate. Identify quality issues at the SKU level.
Where Sale Returns sits in the receivable flow.
A Faisalabad textile rejects 8 tons of sub-spec coil and gets credited the same day.
A textile customer rejects 8 tons of GP coil at receipt because the gauge tolerance is off. The trader logs a sale return at the customer’s site, attaches a quality photo, and submits. Approval comes through on the manager’s phone, the credit note posts, and the customer’s receivable balance updates instantly. No paperwork shuttling.
What buyers usually ask.
Yes, partial returns are supported, you specify the quantity and items being returned.
By default yes, but you can re-route it to a quarantine warehouse for re-inspection.
The credit note creates a customer credit balance which can be applied to the next invoice or refunded.
Related sub-modules
See Sale Returns live, on your factory data.
A 15-minute discovery call is enough. Bring your messiest workflow, your most stubborn vendor dispute, your hardest reporting question. We will show you the screen.