Sales Return B2B Help Guide

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How to Create/Modify/Cancel Sales Return B2B in Chanakya ERP

Create Sales Return B2B
  • Click on Sales Return (B2B) in Inventory Menu to open Sales Return (B2B) option (as shown in below image).
  • If You have Created Multiple Billing Groups then Select Billing Groups, Credit Note No. will be Created (Automatically & Manual Setting in Document Number Settings option) 
  • Select Credit Note Dt., the date in which Sales Return is being done by Customers
  • CN Type will be Automatically selected According to Buyers Details Address
  • Enter Ref. Invoice No. (Reference Invoice No.), Invoice No. which was generated during B2B Billing.
  • Enter Ref. Invoice Dt. (Reference Date), which was generated during B2B Billing.
  • Press "F12" Key or Click on Three Dot (...) to open Buyers List where you can Select Particular Buyers for Sales Return, as shown in below image
  • Click on Plus Button (+) to Open Party Master Window where You can Create Party (Buyers) Details.
  • Select Ref. Invoice No & Ref. Invoice Date and Click on Item Code Row to Select Item that is to be Return by Buyer,Double Click/Select on  Item from List, as shown in below image
  • Selected Item For Sales Return will appear in a Row, Now Enter Quantity to be returned of Particular Product, with other details as shown in below image
  • Credit Note Value for particular Returning item will be shown at Bottom of the screen,Click on Save Button to Save the Credit Note as shown in below image

Modify Sales Return B2B
  • Press "F12" Key on Credit Note No. Column to Open/View Previous Credit Note List as shown in below image
  • Select/Double-Click on Sales Return B2B List for Modification of that Particular Sales Return Credit Note, as shown in below image
  • Selected Sales Return No. Will be Displayed in detail with Buyers details and Item details which has been Selected in Sales Return B2B List, you can Edit/Modify Sales Return B2B  and Save it, as shown in below image

Cancel/Delete Sales Return B2B
  • Press "F12" Key on Credit Note No. Column to Open/View Previous Sales Return B2B List as shown in below image
  • Select/Double-Click on Sales Return B2B List for Modification of that Particular Sales Return Credit, as shown in below image
  • Right-Click with your Mouse on Any Blank Area (Color Area) where you will get option for "Cancel Sales Return (B2B)" as shown in below image
  • After Clicking on "Cancel of Sales Return B2B" Button a New Pop-Up Window will open which will ask "Reason of Cancellation of Sales Return B2B" you will have to provide Reason of Cancel/Delete in Message Box, If you have to Release Serial Number then Select Check Box (By default Check Box is Selected), if not then Uncheck Check Box and then Click on "Cancel Invoice" button, as shown in below image
  • You can Preview Sales Return on Clicking Preview Button and Preview of Estimate can be Exported in Multiple Extension and can also be Send as an Attachment File through Email as shown in below image



Thank You!

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