Sales Return by Division, Customer, and Product
Goods returned by each customer, per product. The counterpart of Sales by Division, Customer, and Product - subtract the two for net sales per customer.
Questions It Answers
- Which customers return goods most often, and which products?
- What is a customer's return value this period?
- Are returns concentrated on one product (a quality problem)?
Filters
| Filter | What it does |
|---|---|
| Transaction Date | Date range of the returns. Empty means the whole history - slow on years of data, so always fill it. |
| Division | Pre-filled from the user role's default division. A role locked to one division cannot change it. |
| Customer | One customer only. A role locked to a specific customer gets it pre-filled and read-only. |
| Sales Representative | One sales rep only; pre-filled from the role's default when set. |
| Product Code | One product only - handy for tracing the history of a single item. |
| Serial Number | Match a serial number exactly (=) or partially (like). Only meaningful when the company uses serial numbers. |
How To Read It
Nested result: Division > Customer > returned product rows.
| Column | Meaning |
|---|---|
| Quantity, Unit | Quantity returned, in the unit written on the return note. |
| Gross | Price x quantity before line discount. |
| Discount | Discount per product line. Invoice-level discount (at the foot of the invoice) is not here. |
| Net | Gross - Discount. |
| Tax, Extra Tax | Line VAT, and any extra tax (e.g. restaurant tax) computed per product. |
| Subtotal | Net + Tax + Extra Tax. |
| Profit, Profit Margin | Shown only to roles allowed to see purchase prices. Profit = Gross - Discount - tax included in the price - COGS at the time of sale. Profit Margin = Profit / (Gross - tax included in the price) x 100%. |
| Serial Number, Expiration Date | Shown only when the company uses product serial numbers/expiry; otherwise the columns are absent. |
Source: approved Sales Return notes (when the approval workflow is on). Figures are positive; subtract them from the sales reports yourself for net sales.
Why The Numbers May Differ
- What is read is the return note date, not the original invoice date - this month's return of last month's sale counts in this month.
- Documents still waiting for approval are not counted. If the approval workflow is on and the figures look low, check the Approval Queue.
- Quantities are not converted between units: a product sold in boxes and in pieces shows as separate rows with their own quantities.
- Profit and Profit Margin disappear from the table when the user's role may not see purchase prices - not because the data is empty.
Purchase Price Permission
Columns derived from COGS or purchase prices - COGS, inventory value, purchase prices and totals, and profit - appear only for roles that have the Show Purchase Price History permission in User Roles. For other roles those columns are absent from the screen, prints, and exports, and the server does not send the figures at all - they are not merely hidden by the layout.
- A missing column does not mean the data is empty. If the user should see it, turn the permission on for their role and ask them to log in again so the report layout follows.
- Custom-built reports are not protected automatically; a copy made with Duplicate in Report Designer keeps the settings of the original.
Menu Location
- Sales & POS / Sales Reports / Sales Return by Division, Customer, and Product
/report/salesreturndivcustprod