Register Retur Report

Report Module Guide: Return Register Report

Module Location

Sales > Reports > Sales Return Reports > Return Register Report

Module Objective

The Return Register Report module is used to generate a "register book" or a highly detailed transactional record of all sales return activities. This report provides raw, line-by-line data from each return, making it highly suitable for audits, in-depth tracing, and data verification.

1. Report Parameters (Filter)

The main page of this module is a form containing various parameters to customize the report that will be generated.

Here is an explanation for each parameter:

• Warehouse:

  • Use this list box to filter the report based on the warehouse where the returned goods were received.

• Customer:

  • Select the customer scope for the report: All, Category, Leader, Salesman, or Selected (for a specific Customer).

• Customer Date:

  • Specify the From and To date range to define the period of returns to be displayed (e.g., August 1, 2025, to August 31, 2025).

2. Steps to Generate the Report

Step 1: Set Report Parameters

Define the parameters you need, especially selecting the Customer scope and the Customer Date range.

Step 2: Generate the Report

After all parameters are set, click one of the two buttons in the bottom-left section of the page:

• Display Report: To preview the return register report directly on your screen.

• Export To MS Excel: To download the report data in an Excel file format. 

  

3. Example of the Report View

After you click, the system will generate a detailed report like the following, which details every return transaction.

Report Explanation: This report presents return data in a highly detailed register or log format, displaying one row for each item that was returned.

Key Columns:

• Notes Number: The reference number of the return document.

• Customer Name: The name of the customer who made the return.

• Warehouse: The destination warehouse for the returned goods.

• Item Code, Item Name: Details of the product that was returned.

• Qty, Price, Amount: The quantity and value details of each returned item.

• Salesman: The name of the salesperson associated with the original transaction.

Tips & Important Notes

• Use this report for audit purposes or when you need the most complete details of every return transaction.

• This report is a recapitulation of the raw data from the Sales Return module.

• The Export to MS Excel feature is very useful for further processing of this register data, for example, to create pivot analyses.