Sales Return Report

Sales Return Reports

This section covers reports related to the process of returns or the sending back of goods from customers.

Report Module Guide: Sales Return Report

Module Location

Sales > Reports > Return Reports > Sales Return Report

Module Objective

The Sales Return Report module is used to generate a detailed list of all return transactions or goods returns made by customers within a specific period. This report is used to monitor, summarize, and analyze sales return activities.

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:

• Filter:

  • Use this dropdown to filter the report by the category of the returned product (e.g., RAW MATERIAL).

• Customer:

  • Select the customer scope for the report: All or Selected (Specific Customer).

• Sales Return 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).

• Show Details:

  • Check this box if you want to get a report with more complete details.

2. Steps to Generate the Report

Step 1: Set Report Parameters

Select all the parameters you need, especially defining the Sales Return 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 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 will display a list of all sales return documents.

Key Columns:

• Sales Return Number: The reference number of the return document.

• Sales Return Date: The date the return occurred.

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

• Shipment Note and Sales Order: Reference document numbers from the original sales transaction.

Tips & Important Notes

• Use this report to analyze return trends, for example, to find out which products or customers have the most frequent returns.

• This report is a recapitulation of the data input in the Sales Return module. Ensure all return data has been recorded correctly.

• This report is useful for the Quality Assurance, Sales, and Warehouse teams for further investigation into the causes of returns and for process improvement.