Dears,
Upon delivering and invoicing an order to a customer, the customer decided to return one of the sold items as it was found defective. Now, what is the proper workflow sequence for this case in ERPNext? Noting that this item is defective and cannot be returned to our warehouse or returned to our supplier and shall be scrapped/discarded.
for that case, you should only the receivable since you will not accept the rejected items
@Abdelrahman_Aly In ERPNext, Try this Flow:
Create Sales Return (Credit Note)
Go to Sales Invoice → Create → Return
Set the Target Warehouse as “Scrap Warehouse”
This records the returned defective item separately.
Remove from inventory
Create a Stock Entry
Type: Material Issue
Purpose: Write Off / Scrap
This permanently removes the item from stock.
Looks very logical sequence, first sales return, then delivery note return, then material issue, but how that would be handled in accounting side to make our books proper
Hi , during sales return , enable the “update stock“ flag then both stock and accounting will be handled for proper books Note : if this update stock check box is enabled ter is no need to do delivery return transaction.