Sale Return Process

Purpose

The purpose of this SOP is to outline the step-by-step procedure for initiating and processing a Sale Return Requisition and Sale Return in the POMS application. This procedure ensures that returns are accurately processed, and relevant details are captured for proper documentation and follow-up.

Step 1: Initiating the Sale Return Requisition.

1. Log in to POMS Application.

2. Navigate to Sale Return Requisition :

   • Go to Parts > Sale > Sale Return Requisition.
     
   • Click the New button to open the Sale Return Requisition form.
     

Step 2: Entering Sale Return Requisition Details

1. Return Details - 

   • Sale Invoice: Select the sale invoice number from the dropdown list.
   • Branch: Select the relevant branch.
   • Requested By: Select the employee's name who is requesting the return.
     

      2. Customer Details - 

• Customer: Select the customer from the dropdown.
• Check Customer Details: Ensure all customer details (e.g., contact information, address) are correct and up to date.

      3. Parts Details - 

• Ensure that the part details (e.g., item description, part number, quantity, etc.) are entered correctly.
• Save the Sale Return Requisition form once all details are verified.

Note: The creation of a Sale Return Requisition document is optional. Users can skip this step and proceed directly to creating a Sale Return document.

Step 3: Initiating the Sale Return

1. Navigate to Sale Return :

• Go to Parts > Sale > Sale Return in the POMS system.
• Click the New button to open the Sale Return form.

Step 4: Entering Sale Return Details

1. Return Details

   • Sale Invoice / Requisition: Select the relevant sale invoice or requisition from the dropdown list.
   • Branch: Select the branch where the return is being processed.

1. Other Details
   

• Customer: Ensure that the customer details are selected correctly.
  

1. Cancellation Reason & Remarks

   • Cancellation Reason: Choose the appropriate reason for return (e.g., Duplicate, Data Entry Mistake).
   • Cancellation Remarks: Provide any relevant comments or explanation (e.g., "Customer returned a duplicate item" or "Incorrect entry in the system").

1. Save the Sale Return Document

• Cross-check the part details.
• After completing the necessary fields, save the Sale Return document.
  

Validation Check

The "Cancel Qty" cannot be greater than the "Qty" on the original sale invoice.

Open Credit Transactions done in Past to be Auto Reconcile/Adjust with the Present Debit Transactions on "Save" irrespective of Month and Year. (Credit Note, Debit Note, Sale Invoice, Receipts, Payments)

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