Zoho Inventory

FAQ

  sales-returns

The items are shipped but the order was cancelled before receiving the payment. How do I handle the return for this in Zoho Inventory?

Step 1: Create an invoice for the sales order

  • Open the sales order.
  • Click on Create > Invoice.
  • Save the invoice and keep it unpaid.

Step 2: Create a sales return

  • Navigate to the sales order.
  • Open the sales order.
  • Click on Create > Sales Return.
  • Configure the items and the quantity returned.
  • Click Save.

Step 3: Receive items from the sales return

  • Open the sales return.
  • Click on Receive and choose whether you want to receive the items partially or completely.
  • Click Save to record a receive of the items in your warehouse. This will increase the physical stock of the item.

Step 4: Associate a credit note to the sales return

  • Open the sales return.
  • Click on the Create Credit Note button.
  • Save the credit note.

Step 5: Apply credits to invoice

  • Open the above credit note.
  • Click on the Apply to Invoice button.
  • Against the above created invoice number, enter the invoice amount itself in the Amount to Credit field.
  • Click Save to apply the credits. This will offset the invoice amount and completes the return process for your order.