Documentation · Sales · Customer Returns

Customer returns management with automatic inventory updates

Manage customer and product returns from delivery notes, control returnable quantities, restore inventory automatically and maintain complete commercial and financial traceability.

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Overview

A return directly linked to a delivery note.

Each customer return is created from an existing delivery note and remains connected to the customer, warehouse and delivered products.

  • Automatic reference
  • Source delivery note
  • Customer
  • Warehouse
  • Return date
  • Reason
  • Notes
  • Returned products
  • Inventory restoration
  • Tax information
  • Optional invoice relationship
  • Customer credit note when required
List

Browse customer returns.

The list provides the commercial traceability of each return.

  • Reference
  • Date
  • Delivery note
  • Related invoice
  • Customer credit note
  • Customer
  • Total return amount
  • Created by
  • Created at
  • View
  • PDF
  • Delete when permitted
Creation

Create a return from a delivery note.

A customer return is not created directly from the return list. It is initiated from the related delivery note.

  • Creation from delivery note
  • Required date
  • Optional reason
  • Optional notes
  • Select quantities to return
  • At least one return quantity greater than zero
Quantities

Respect remaining returnable quantities.

SUIGEST360 tracks delivered and previously returned quantities to prevent excessive returns.

  • Delivered quantity
  • Already returned quantity
  • Remaining quantity
  • Return quantity
  • Blocked when return exceeds remaining quantity
  • Blocked when all products have already been returned
Remaining quantity = delivered quantity − quantity already returned.
Products

Use the original delivery note data.

Return lines are based on products actually present on the delivery note.

  • Original product
  • Quantity
  • Delivery note unit price
  • Historical tax
  • Subtotal excluding tax
  • Total including tax
  • Product and delivery note line validation
Inventory

Automatically return products to stock.

A customer return creates a real incoming inventory movement.

  • Return to the original warehouse
  • Increase available stock
  • Create product/warehouse stock record when required
  • Create Customer Return stock movement
  • Movement linked to the return document
Unlike an invoice, a customer return directly modifies inventory quantities.
Discount

Restore the corresponding discount share.

When the delivery note contains a discount, SUIGEST360 calculates the portion corresponding to the returned products.

  • Discount proportional to returned subtotal
  • Original discount type preserved
  • Percentage discount
  • Prorated fixed discount
  • Taxable base recalculated
Taxes

Calculate return tax values.

Return tax amounts are calculated proportionally from the source delivery note.

  • Returned subtotal
  • Return discount
  • Taxable base
  • Return tax
  • Return total including tax
  • Amounts displayed negatively to represent sales reversal
Invoice

Returns before or after invoicing.

A return may relate to an uninvoiced delivery note or one that has already been invoiced.

  • Uninvoiced delivery note: return linked directly to delivery
  • Invoiced delivery note: return remains possible
  • Related invoice is displayed
  • An alert is shown when the delivery note is already invoiced
Customer credit note

Create a credit note for invoiced returns.

When a return concerns an invoiced delivery note, its financial effect must be handled through a customer credit note.

  • Credit note status displayed
  • Credit note required for invoiced returns
  • Relationship with the invoice
  • Relationship with the customer return
  • Financial traceability
The return restores inventory. The customer credit note handles the financial consequence of the return on an issued invoice.
Details

View customer return details.

The Customer Return page presents commercial information, products, amounts and traceability.

  • Reference
  • Date
  • Customer
  • Warehouse
  • Delivery note
  • Related invoice
  • Related credit note
  • Number of products
  • Total returned quantity
  • Total return amount
  • Products
  • Discount
  • Taxes
  • Reason
  • Notes
  • Created and updated by
Excel

Export customer returns.

The list supports Excel export with an optional date range.

  • Start date
  • End date
  • Reference
  • Customer
  • Delivery note
  • Invoice
  • Credit note
  • Return amount
PDF

Generate a customer return PDF.

The PDF contains the commercial and tax information of the return.

  • Company information
  • Logo
  • Customer
  • Delivery note
  • Related invoice
  • Warehouse
  • Returned products
  • Quantities
  • Prices
  • Taxes
  • Discount
  • Return total
  • Amount in words
  • Reason and notes
  • Signatures
  • Optional stamp
  • Bank information
  • Page X / Y pagination
Deletion

Delete a return when permitted.

Customer return deletion is tightly controlled to preserve inventory and financial consistency.

  • Blocked when a customer credit note exists
  • Blocked when the delivery note has an invoice
  • Inventory checked before reversal
  • Previously restored quantities removed from stock
  • Return stock movements deleted
  • Return lines deleted
Deleting a return reverses its inventory effect: quantities previously returned to stock are removed again.

Need help with Customer Returns?

For issues involving quantities, inventory, invoices, credit notes, calculations or PDFs, open a request through the SUIGEST360 support portal.

Open support portal