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.

Revision #1
Created 8 August 2025 09:19:21 by Muhammad Ali Akbar
Updated 8 August 2025 09:47:22 by Muhammad Ali Akbar

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:

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.

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.