Returns, exchanges and cash on delivery

Restock or write off a return in one step, send a replacement, and reconcile cash-on-delivery by courier.

1. Step 1

   Create a return

   Open the sales order → Return, or Sell → Returns → New. Pick the lines and quantities coming back and a reason from your list.

   Click path: Sell → Returns → New

   

2. Step 2

   Restock or write off

   Per line choose Restock (back into a warehouse with a lot) or Write off (damaged). The ledger records both with the return as the source.

   Click path: Sell → Returns → (return) → Restock / Write off

   

3. Step 3

   Exchange in one step

   Tick Exchange: send a replacement. A replacement sales order is created for the same customer and reserved from stock; change the item or size per line if needed.

   Click path: Sell → Returns → (return) → Exchange

   

4. Step 4

   Return reasons

   Sell → Returns → Reasons shows returns by reason and product, so a size that keeps coming back shows up in a week, not a quarter.

   Click path: Sell → Returns → Reasons

   

5. Step 5

   Cash on delivery

   Open Cash. COD orders are grouped by courier with delivered, returned and refused counts and the amount the courier owes you.

   Click path: Cash

   

6. Step 6

   Reconcile a settlement

   When the courier pays, upload or enter the settlement. Matched orders are marked paid; differences are listed per order so nothing is lost.

   Click path: Cash → (courier) → Settlement