Review the Sale Return Report
How to Review the Sale Return Report in Muhasib ERP
Overview
This guide will help you analyze sale returns for a selected scope and compare and confirm totals to return documents, stock, and customer settlements.
You get a return population for operational, quality, tax, and financial review.
Who can do this
You need access to Sale Return Report plus return, customer, stock, cost, tax, and payment visibility.
Before you start
Define company, period, locations, customers, items, statuses, reasons, and expected return count/value.
Before saving, check that the correct company is open and that you have permission to complete this task.
Where to find it
Back Office → Sales & Customers → Sale Return Report.
Review the Sale Return Report
Step 1: Set exact filters
Step 2: Generate the report
Step 3: Review return/original document, customer, item, quantity, price, tax, reason, settlement,
Review return/original document, customer, item, quantity, price, tax, reason, settlement, and status.
Step 4: Drill to return documents
Step 5: Reconcile stock and customer credit/refund
Step 6: Compare report total with Daily Sale and Return Summary
Check your work
Rows compare and confirm to Sale Return Inquiry, original sales, stock movements, customer ledger, and tax.
Take a moment to check your work before closing the window. This small check can save time later.
If something goes wrong
- Confirm return signs and original-sale linkage.
- Separate temporary-sale returns if excluded.