# Customer RP

<p class="doc-lead">Customer RP records returnable packaging issued to or returned from a customer. Issue 50 milk crates on a Sale Invoice (<b>Out</b>), collect a deposit, then record 45 crates returned on a Credit Note (<b>In</b>). For ice cream freezers, issue one unit by serial number with a large deposit until the outlet closes.</p>

<div class="doc-toc">
<p class="doc-toc-title">On this page</p>
<div class="doc-toc-links">
<a href="#/rp/customer-rp?id=overview">Overview &amp; List View</a>
<a href="#/rp/customer-rp?id=movement">In and Out</a>
<a href="#/rp/customer-rp?id=quick-start">Quick Start</a>
<a href="#/rp/customer-rp?id=widget-sale-invoice">RP Tab on Sale Invoice</a>
<a href="#/rp/customer-rp?id=widget-credit-note">RP Tab on Credit Note</a>
<a href="#/rp/customer-rp?id=header-fields">Header Fields</a>
<a href="#/rp/customer-rp?id=line-table">Item Lines</a>
<a href="#/rp/customer-rp?id=field-sale-app">Field Sale App</a>
<a href="#/rp/customer-rp?id=actions-status">Actions &amp; Status</a>
<a href="#/rp/customer-rp?id=faq">FAQ</a>
</div>
</div>

<hr class="doc-section-divider">

<h2 id="overview">Overview &amp; List View</h2>

Go to <b>RP → Customer RP</b>.

<b>List columns:</b> Id, Date, Center, Customer, Employee, Sale Invoice [Id], Credit Note [Id], Status.

<b>Quick filter tabs:</b> Default, Approved, Draft, Cancelled, Closed.

<b>Advanced Filters:</b> Customer, Center, Employee, Status.

<b>List row actions:</b> Edit (Draft, For Revisal), Delete (Draft, For Revisal), View.

<hr class="doc-section-divider">

<h2 id="movement">In and Out</h2>

There is no separate "Issue" or "Return" transaction type. Movement is captured on line columns:

| **Column** | **Meaning** | **Example** |
|------------|-------------|-------------|
| **Out** | Company → Customer (issue) | 50 milk crates on Sale Invoice delivery |
| **In** | Customer → Company (return) | 45 crates returned on Credit Note |
| **Net** | In − Out | Computed per line |

<p><b>Balance</b> on reports = packaging the customer still holds and must return.</p>

<hr class="doc-section-divider">

<h2 id="quick-start">Quick Start — Milk crate example</h2>

<ol>
<li>Approve a <a href="#/sales/sale-invoice">Sale Invoice</a> delivering milk to Retailer A.</li>
<li>Open the invoice → <b>RP</b> tab → enter <b>Out</b> = 50 on Milk Crate.</li>
<li>Click <b>Save and Approve</b> on the RP tab.</li>
<li>Collect deposit via <a href="#/rp/rp-deposit">RP Deposit</a> (from Sale Invoice widget or standalone).</li>
<li>When Retailer A returns 45 crates, approve a <a href="#/sales/credit-note">Credit Note</a> → <b>RP</b> tab → <b>In</b> = 45.</li>
<li>Refund or adjust deposit for the 5 short crates.</li>
</ol>

<p><b>Freezer example:</b> On Sale Invoice RP tab, select Deep Freezer, enter Sl No <i>SN-0042</i>, <b>Out</b> = 1. Collect large deposit. On dealership closure, Credit Note RP tab <b>In</b> = 1 with same serial number.</p>

<hr class="doc-section-divider">

<h2 id="widget-sale-invoice">RP Tab on Sale Invoice</h2>

On an approved or closed Sale Invoice, open the <b>RP</b> tab.

<ul>
<li>Shows existing Customer RPs linked to the invoice (read-only), or an editable grid if none exist.</li>
<li>Enter <b>Out</b> per RP item — packaging issued with this delivery.</li>
<li><b>Save and Approve</b> creates and approves Customer RP linked to the Sale Invoice.</li>
<li>If RPs already exist, <b>Create New</b> allows an additional Customer RP.</li>
</ul>

<p>Center defaults from the invoice shipping center. Also available on the Sale Invoice screen in the <b>Field Sale App</b>.</p>

<hr class="doc-section-divider">

<h2 id="widget-credit-note">RP Tab on Credit Note</h2>

On an approved or closed Credit Note, open the <b>RP</b> tab.

<ul>
<li>Enter <b>In</b> per RP item — packaging returned by the customer.</li>
<li><b>Save and Approve</b> creates Customer RP linked to the Credit Note.</li>
</ul>

<p><b>Example:</b> Retailer A returns 45 of 50 milk crates — Credit Note RP tab In = 45 on Milk Crate.</p>

<hr class="doc-section-divider">

<h2 id="header-fields">Header Fields</h2>

| **Field** | **Description** |
|-----------|-----------------|
| Date * | Transaction date. |
| Center * | Center issuing or receiving RP. |
| Customer * | Customer. Use info button for customer summary. |
| Notes | Remarks. |

View also shows Sale Invoice [Id], Credit Note [Id], Delivery Note [Id], Receipt Note [Id], Employee.

<hr class="doc-section-divider">

<h2 id="line-table">Item Lines — ITEMS</h2>

| **Column** | **Description** |
|------------|-----------------|
| RP Item * | Returnable packaging item. |
| Sl No | Serial number *(when serial tracking enabled)*. |
| In | Customer returns to company. |
| Out | Company issues to customer. |
| Net | In − Out (read-only). |

<hr class="doc-section-divider">

<h2 id="field-sale-app">Field Sale App</h2>

<ul>
<li><b>Customer RP</b> — create issue/return at the customer outlet from the app menu.</li>
<li><b>Customer RP on Sale Invoice</b> — issue crates while billing on the van (RP widget on invoice screen).</li>
<li><b>RP Stock Report</b> — check crates on the van or outstanding with customers.</li>
</ul>

See <a href="#/field-sale-app/transactions">Field Sale App transactions</a>.

<hr class="doc-section-divider">

<h2 id="actions-status">Actions &amp; Status</h2>

| **Action** | **Available when status is** |
|------------|------------------------------|
| Approve | Draft |
| Edit | Draft, For Revisal |
| Delete | Draft, For Revisal |
| Clone | All |
| Cancel | Approved, Open |
| Master Update | Approved, Closed |
| Add/Update Note | All |
| Print | All |

<hr class="doc-section-divider">

<h2 id="faq">FAQ</h2>

<p><b>Do I need a separate Customer RP for every Sale Invoice?</b><br>Yes — use the RP tab on each invoice where packaging is issued. This keeps crate movement tied to the delivery document.</p>

<p><b>What if the customer returns crates without a Credit Note?</b><br>Create Customer RP manually under RP → Customer RP with <b>In</b> quantity, or process a Credit Note for the return.</p>

<p><b>How do I see what a customer still holds?</b><br><a href="#/rp/reports/customer-wise-rp">Customer Wise RP Stock</a> (includes cash deposit, deposit quantity, and balance quantity per RP item) or <a href="#/rp/reports/customer-rp-summary">Customer RP Summary</a>.</p>
<p><b>In vs Out on lines?</b><br><b>Out</b> = issue to customer. <b>In</b> = return from customer. Net = In − Out.</p>
<p><b>Serial RP rules?</b><br>Serial items: quantity 1 and SL No required when serial tracking is on.</p>