Sales Return
The Sales Return object in Cloudy Business Ops 360 is used to manage product returns from customers. It captures all the details needed to process a return — including the return reason, refund method, restocking fees, and status tracking. This ensures that customer returns are handled efficiently, refunds are processed accurately, and inventory is updated in real time.
Sales Returns are critical for maintaining customer satisfaction, managing reverse logistics, and ensuring financial accuracy.
Use Cases
- Processing returned goods from customers.
- Issuing refunds or store credits.
- Restocking inventory after inspection.
- Tracking reasons for returns to improve product quality.
- Generating reports on return frequency and costs.
Checkbox Functionality
Adding checkboxes makes the return workflow more user-friendly and ensures process compliance.
| Checkbox Field | Purpose |
| Refund Approved? | Marks whether the refund request has been approved by Finance. |
| Refund Processed? | Indicates that the refund transaction is completed in the system. |
| Restocking Required? | Flags whether the returned items should go back into inventory. |
| Quality Check Done? | Confirms inspection of returned goods before restocking. |
| Customer Notified? | Confirms that the customer has been informed about the refund/replacement. |
| Replacement Sent? | Marks that a replacement item has been shipped if it’s an exchange. |
| Return Completed? | Final checkbox to mark the return process as fully closed. |