Customer Material Return Process – Step-by-Step Guide

Customer Material Return Process – Step-by-Step Guide

Objective

To help users correctly process a customer return in ManufApp, starting from Sales Order creation, shipment, approval, return creation, and final stock verification.

This process ensures every item returned by the customer is recorded correctly, added back to stock under a traceable /RET lot, and fully visible in audits and transaction history. It keeps your inventory accurate and prevents mistakes in accounts, quality, and stock management.

Step 1: Create Sales Order

  1. Go to Orders → Sales Orders .



  1. Click Add New SO.



  1. Select Customer.

  2. Fill header fields (Customer Ref, Type of Order, Dates).

  3. Add Item Code, Quantity, Price.

  4. Click Submit.

Step 2: Create Outward to Customer (Shipment)

  1. Go to Inventory → Outward Request.



  1. Set Outward to = Customer.



  1. Select Customer and Sales Order.

  2. Choose Item Code.

  3. Enter Requested Qty.

  4. Select Lot Id.

  5. Click Submit.



Step 3: Approve Outward (Material Issue to Customer)

  1. Go to Inventory → Transactions → Outward.



  1. Find the SHP/C entry.

    • The status will be Pending.

  2. Click Approve.



  1. The status will immediately change from Pending to Approved.



Step 4: Create Customer Return Request

  1. In the same Outward tab, find the SHP/C/ row.



  1. Click the Return icon.

  2. Enter Return Quantity.

  3. Confirm Lot Id auto-updates with /RET.



  1. Click Submit.

Step 5: Approve Customer Return (Inward)

  1. Go to Inventory → Transactions → Inward



  1. Find RSHP/C/ GRN.

  2. Click Approve.



  1. The returned quantity is added back to stock.

Step 6: Verify Returned Stock in Live Inventory

  1. Go to Inventory → Warehouses.

  2. Select  tab.



  1. Expand the item.

  2. Check the /RET lot and its quantity.



  1. Open Transaction Summary to see full movement.



Conclusion

Once these steps are completed, the customer return is fully recorded, approved, and reflected in inventory with a clear audit trail. The returned lot is visible under the /RET identifier, and all movements can be verified in the transaction summary for complete traceability.

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