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Journey · Sales and orders

A return,handled cleanly

The customer asks in the portal; the goods come back and the refund posts itself.

3 steps

Step by step

  1. Step 1

    Asked for in the portal

    The customer asks for the return in their own portal instead of phoning you, and it reaches your Online Store, where returns are handled cleanly.

    Return · Customer Portal → Online Store

  2. Step 2

    The goods come back

    The courier brings the goods back, and the return is recorded in stock as it happens.

    Return · Courier & 3PL → Logistics + Return · Logistics → Stock

  3. Step 3

    The refund posts itself

    The refund posts itself to your books, like every order and payment, so nobody re-types the sales register.

    Refund · Online Store → Sales → Accounting

Live on ERPNext

Run it on the real screens

The demo opens on a demo company in a new tab. You make, in order: Sales Invoice → Credit Note → Payment Entry.

See it live (opens in a new tab)

All 43 journeys

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