Sale Delivery Return
In PrismERP, Sale Delivery Return (SDR) records products returned from customers or parties after a sale delivery. Each return entry updates inventory levels for the selected branch and inventory location while capturing details such as delivery date, cancellation reference, credit account, sale order, and processing center. Added SDRs can be tracked, edited, and closed, and their Details Page provides operational and accounting information with reports available for viewing or download.
Add Sale Delivery Return
| Field | Action |
|---|---|
| Branch | Select the branch from which the sale delivery return is recorded. |
| Party | Select the customer or party returning the products. |
| Delivery Date | Enter or select the date when the products are returned. |
| Cancellation | Select the related cancellation entry, if applicable. |
| Credit Account | Select the accounting ledger to record the credit entry for the returned products. |
| Sale Order | Select the linked sale order associated with this return, if applicable. |
| Center | Select the processing or return center handling the returned products. |
After a Sale Delivery Return (SDR) is added, it immediately appears in the Sale Delivery Return List. Users can use the search panel to filter and locate a specific SDR. Each SDR has a status reflecting its current stage: Pending, Completed, Rejected, or Closed. Users can update the status at any point, and even edit an SDR after it has been closed if adjustments are needed. Once the return process is fully completed, the SDR can be marked as Closed to finalize it in the system.
Clicking on an SDR opens its Details Page, where information is organized in two views: General View for operational details such as delivery dates, quantities, branch, and party information, and Accountant View for ledger entries and financial tracking. From this page, users can generate reports such as return challans or other delivery return documents, which can be viewed or downloaded in multiple formats.
