Take back 2 Water 6-packs against an invoice

On the Nile Fresh day, two of the four Water 6-packs Nile Market bought at 09:35 didn’t sell. At 09:41 Omar takes them back. A return always goes against an invoice the shop received, and the return is the credit note. Every figure below comes from running that day through Slflo. Who: rep and office · Where in the cycle: Return.

Before you start

• Omar is checked in at Nile Market and his phone has INV-000001 (it synced after the sale).
• The default rep role has Record returns (RETURN_RECORD).
• Before the return: VAN-03 holds 36 Water 6-pack; Nile Market owes 368.00 after the morning’s payments.

The example, step by step

1 · 09:41 · Omar takes the packs back — phone

In the visit Omar taps Take goods back:

1. Which invoice › Pick an invoice › INV-000001.
2. Why — for the whole return: Did not sell.
3. What is coming back: 2 on the Water 6-pack line, which shows 4 invoiced.
4. The line stays on Goes back on the van (unsold goods start there).
5. The footer reads Credit EGP 114.00 — what the shop paid for those 2 packs, after discount, with VAT: 2 × 50.00 = 100.00, plus VAT 14.00.
6. He taps Record the return: “Recorded. It reaches the office at the next sync.”

1234

1. Which invoice
2. Why: Did not sell
3. How many, and whether it goes back on the van
4. Credit EGP 114.00 (with VAT)

2 · The return reaches the office

At the sync the office records it as RET-000001. In the same step the 2 packs go back on VAN-03 and the credit lowers what Nile Market owes — set first against INV-000001, the invoice it is against.

09:41 · Rep · Phone › Nile Market › Take goods back

Two Water 6-packs did not sell. They go back on the van against INV-000001, and the credit note lowers what the shop owes.

Credit note RET-000001 — against: INV-000001 · status: recorded · reason: unsold · quantity: 2 · total: 114.00

What changed

Item	Before	After	Change
VAN-03 · Water 6-pack	36 PCS	38 PCS	+2
Nile Market owes	368.00 EGP	254.00 EGP	−114.00

3 · The credit note — console

The phone keeps no copy of the credit note. The office finds it on Money › Credit notes: RET-000001, Nile Market, credits INV-000001, Unsold, Posted, 114.00. Print credit note opens the paper:

Nile Fresh

CREDIT NOTE · RET-000001

---

Customer

Nile Market

Against invoice

INV-000001

Reason

Unsold

Before VAT

100.00

VAT

14.00

---

• 2 PCS Water 6-pack × 50.00100.00
• VAT 14%14.00

Total creditedEGP 114.00

This credit is set against what the shop owes.

123

1. Status
2. Lines
3. Print credit note

Open the full-size picture (new tab)

The office prints it or sends it if the shop asks. The next morning Nile Market’s statement reads INV-000001 +1,368.00, the two payments −700.00 and −300.00, RET-000001 −114.00: 254.00 owed, “254.00 of 1,368.00” on INV-000001.

If the packs were damaged

Suppose instead the packs came back crushed. Omar chooses Damaged; the line starts on Held back, cannot be sold. The credit is the same 114.00, but the packs go to VAN-03’s held-back stock, VAN-03-Q, not to the shelf of the van. The credit note’s panel line reads “Into quarantine”.

What changed

Item	Before	After	Change
VAN-03 · Water 6-pack	36 PCS	36 PCS	0
VAN-03-Q · Water 6-pack (held back)	0 PCS	2 PCS	+2
Nile Market owes	368.00 EGP	254.00 EGP	−114.00

Out-of-date goods (Date has passed) can only be held back: “Out of date, so it cannot go back on the van.”

If the shop is over its return ceiling

Nile Fresh may cap returns per shop per month or per day (See a customer’s returns and set ceilings). Over a ceiling the return is refused, or — if the company chose approval — it waits: the shop shows “Goods taken back against INV-000001 wait for a supervisor: …”, the credit note is Waiting for approval, and nothing is credited or moved until a supervisor approves it (Approve or decline a held return).

What happens next

• Money: a posted credit note pays the invoice it is against first, then the oldest open invoices; anything left stays as credit for the next invoice.
• Stock: unsold goods are back on the van and can be sold again; held-back goods wait in VAN-03-Q until the office decides.
• ERP: posted credit notes are in the returns feed (RET-000001 is seq 1 there).
• A credit note can’t be cancelled.

Note

The phone gives the shop no credit note. Print or send it from Money › Credit notes when the shop asks for one.

If something goes wrong

What you see	What to do
More is coming back than went out on this line.	Lower the quantity. Earlier returns against the same invoice count.
This return is over the shop's return limit, so it wasn't accepted. Talk to the office.RETURN_REFUSED	The shop's return limit is reached. Talk to the office; the rep can't record it again.
This return is over the shop's return limit, so it waits for a supervisor's approval. Nothing is credited until then.RETURN_WAITS_APPROVAL	Nothing to do on the phone: a supervisor decides it. Nothing is credited until then.
That return option isn't possible for this item. Choose another.IMPOSSIBLE_DISPOSITION	Out-of-date goods can't go back on the van. Record them as held back.
There's nowhere set up to hold goods that can't be sold again. Ask the office to set one up.NO_QUARANTINE	The van has nowhere set up for held-back goods. Ask the office.
The invoice wasn't found. Sync, then pick it again.UNKNOWN_INVOICE	Pull down on Today, then record it again against the invoice.

Related

Take goods back

Find and print a credit note

Approve or decline a held return

See who owes and open a statement

Return (the stage)