hey everyone welcome back to another video in this video we are going to discuss about the sales return and refund in Odo 17 sometimes the customers May return the items that they have purchased the returning reason of the item will be different for different individuals so it is advisable to use a return policy and a refund option to make the things smoother with a good return policy the customer will be more relaxed and happy with their purchase and which even eventually brings a TR between the customer and the vendor so let's see how can we
manage the sales return and refund policy in Odo 17 so let's see how can we manage the sales return in Odo 17 for that you can just go to the sales module and uh we are going to create an order for the customer C broses uh for the product Cable Management box here you can set the quantity and you can just save and confirm the order so as we just confirm the order you can see that the quotation has moved from uh quotation to sale order now we have to create an invoice for this so
we can just create a regular invoice and let's confirm the uh invoice and let's register the payment so here you can see that we are requesting uh the customer to make the payment so let's click on create payment and after reconation the payment will be moving to the bank but we haven't delivered the item yet so let's move on to the sales order and here you can see the delivery and we are going to process the order so you can just click on validate button to make the delivery so as the item is delivered to
the customer the received item is damaged so the customer thought of returning the item to the um company itself so um if the customer wants to return the item the customer can choose a return button so so the customer is going to return the item and here we can see that the customer has demanded for one quantity of the product that's why the quantity is set as one and if you want to just uh change the quantity like if the customer uh has demanded for 100 quantity and uh three among them is damage uh we
can just return that three items So currently we have only one item so we are going to return that one item so let's return the item so as uh the item is return rning to the company itself The Source document will be in such a way of uh Return of the reference number here you can see that and now we are going to validate that process so uh here now we have just returned the item so as we have just return returned the item uh you can see that the um uh smart button uh will
be triggered here that shows the number of items that is return returned as well as we have just made two deliveries one uh delivered from the company to the customer side as the demand of the customer and uh as the product is um damage the customer has just returned the item from customer side to the company side so here you can see two delivery will be created now as the item is delivered I mean returned to the uh company uh the customer must receive a refund for the item because he has made a payment so
in order in order to receive payment let's move on to the invoices that we have created and here we have an option to add the credit node so here you can just give the reason to display in the credit node so here we have just received the damaged items and we can give the reason for that and let's click on reverse and create an invoice for this so if you want to just create an invoice and reverse this um you can just use this button and here you can just confirm that so as you confirm
um you can just make a payment I mean a request for getting back the money that is for the refund and let's create the payment and after reconciliation the payment will be moving to the bank and here you can see that currently the um transfer is reversed and under the sale order you would be able to see that um yeah one is reversed and the other one is um the invoice that we have just created and uh uh the amount that is refunded will be shown here and the uh invoice that we have created and
reversed every details will be shown here so this is how we manage with the sales return in Udu 1 actually sales return bring a negative aspect for a business but it also bring a customer satisfaction brand reputations and repeated purchase in a business so hope this concept is clear for you as always stay awesome and thank you for watching the video [Music] sh