ERP Sales Returns and Price Adjustments

• ESREAL ERP allows Returns of Products included in already registered invoices of Cash and Credit Sales.
• The user may select the invoice by entering initial characters of the customer, salesman, invoice, or order number, or by selecting them from alphabetically ordered lists.
• The selected invoice is presented, and the user just needs to adjust the quantities to the amounts being returned. Only quantities equal or below the original ones may be recorded. If there have been previous returns on the same invoice the quantities available for return are adjusted so that the total never exceeds the original quantity. In the same window the user may review documents supporting previous returns on the same invoice if any.
• ESREAL ERP allows also to return advanced collections registered in non-shipped Customer Orders. Returns may happen for all partial collections at once or each one individually.
• In a separated activity, ESREAL ERP allows the adjustment of the prices in the original invoice. Adjustments can be made only on non-returned quantities, and future returns will show the adjusted price. Again, the user may review documents supporting previous returns and adjustments on the same invoice if any.







• When the Return or the Adjustment generates a payment ESREAL ERP offers the four methods mentioned in ERP Cash Administration (Cash, Check, Credit Card, Wire Transfer) that may be selected and registered from the same window.
• If the Adjustment generates a collection, ESREAL ERP offers the four methods of collection mentioned in ERP Cash Administration: receive Cash, Checks or a Credit Card collection at a Cash Desk, or a direct Bank Wire Transfer.
• In both cases, Returns and Adjustments and with the required authorization, the user may also debit or credit the transaction to an Accounting Account instead of a cash account.
• At the very moment of registering a Return or an Adjustment, ESREAL ERP generates the corresponding accounting entries so that the accounting of your company is always up to date.
• Right after the registration of the Return or Adjustment, the user may email the generated PDF document to the Customer, using automatic or manual assisted processes.
• For those countries where Electronic Invoice is required by local authorities, ESREAL ERP may generate, sign, save, and send the required XML Debit or Credit documents. When these documents are generated, they are also sent to the client in the automatic operation of the previous point. Please consult our documentation about countries where ESREAL ERP has already implemented electronic invoicing.