Process Sales Returns

When a customer returns goods, you need to create a Return Order (RMA) to handle the receipt of the items and generate a credit memo. The RMA can be created by copying data from an existing Sales Invoice or entered manually.

Creating an RMA from a Sales Invoice

• Access Sales Invoices:

  • Open the App Launcher and search for Sales Invoices.

Copy Data to Create an RMA:

• Select the Sales Invoice you wish to use and click Create RMA to initiate a Sales Return.

• All relevant information, including the Cust PO No., will be copied to the RMA.

• Adjust the header and line details as needed by clicking Edit.

Manually Entering a Sales Return

• Open Sales Orders:

  • Open the App Launcher and search for Sales Orders.

• Create a New Return Order:

  • Click New to create a Sales Return manually.

• Enter the customer details.

• Check the Return Order checkbox to indicate a return.

• Provide item details:

  • Enter the Item.

  • Set the Quantity as a negative number.

  • Specify the Unit Price.

  • Enter the Unit Cost, which will be used to cost the returned inventory.

• Click Save to store the changes.

Creating the Return Warehouse Shipment

• Receive the Returned Goods:

  • Once the goods arrive, click Create Shipment on the RMA to generate a return Warehouse Shipment.

  • With the Return Order checkbox checked, a Warehouse Shipment will be created, returning the inventory back into stock.

• Handling Lot-Tracked Items:

  • If the returned items require a Lot Number, enter it using Enter Shipping Lots or Enter Lots.

• Post the Shipment:

  • Posting the return Warehouse Shipment will increase the inventory of the returned items in the Return bin defined in the warehouse.

  • After receiving the goods, use a Warehouse Movement journal to transfer the inventory to other bins if needed (e.g., damaged, QC, pick).

Creating a Credit Memo

• Generate the Credit Memo:

  • After receiving the returned items into inventory, create a Credit Memo by clicking Create Invoice from either the Warehouse Shipment or the Return Sales Order.

  • The Credit Memo will display as a negative invoice amount.

• Post the Credit Memo:

  • Once posted, the document will be marked as a credit (negative) invoice, with the Credit Memo field checked.

Article Process-Sales-Returns  ·  Last updated September 29, 2025 · GoldFinch ERP Help Center