Returns

Purpose

Use the Returns report to review returned sales lines in a filterable and exportable list.

Roles involved

• Store manager
• Retail analyst
• Finance user

Preconditions

• The user needs permission to read the Returns report.
• Return transactions must exist.

Navigation path

Reports → Returns

Step-by-step procedure

1. Open Reports → Returns.
2. Use the available filters such as receipt time, creation date, location, POS, vendor and category.
3. Run the report.
4. Review the result list. The report includes document number, product number, description, category, quantity, amount excluding VAT, VAT, total amount, location, POS, vendor, worker, receipt time and creation date.
5. Open the document number to drill into the original sales document detail.
6. Use export when you need the result in file form.

Required fields

• No single filter is mandatory, but date or location filters are recommended.

Validation rules

• Filter values must come from configured locations, POS, vendors and categories.

Exceptions

• The report shows returned sales lines only, not all negative movements from every module.

Common errors

• Users compare returns to stock corrections or credit documents even though the report is built from sales return lines.
• The list is too large because no date filter is used.

Troubleshooting

• Use receipt time or creation date filters to narrow the period.
• Use the document number link to verify the source transaction before drawing conclusions.

Questions / Gaps

• The exact business rule that populates ReturnFlag should be confirmed in live use if a formal return definition is needed.