Zoho Inventory

FAQ

A customer has requested a refund for receiving an expired product. How do I handle this in Zoho Inventory?

Assumption: The shipment has been delivered and the invoice has been paid.

Step 1: Create a sales return

Insight: In this case, you have to record a sales return even though there is no return initiated for the product. Since you have specified the quantity returned under ‘Credit-Only’, it will not be taken back into stock. Hence, it’s the same as the customer not returning it. This step is essential to create a credit note for the item.

Step 2: Create a credit note

Step 3: Record a refund

To record a refund:

The return process is complete.