# Sale Return Report Adv
Advanced sale return report with item-level detail, return reasons, damage flags, and full financial breakdown.
Overview
Go to Sales → Reports → Sale Return Report Adv.
Report title in ERP: Sale Return Report Adv
What it shows. Each sale return or credit note with customer, original invoice, item lines, return reason, damage status, and return totals.
When to use it. Use when you need more detail than the standard Sale Return Report — item lines, HSN, and extended filters.
How amounts are calculated. Includes approved sale returns and credit notes within the selected date range.
Use Cases
- Quality control — Analyze return reasons and damaged goods by item or customer.
- Accounts receivable — Verify credit note values against original sale invoices.
- Inventory adjustment — Review returned quantities by item for stock corrections.
- Field sales review — Filter by employee to review return activity per representative.
Filters
Date, Return Reason, Show All / Damaged, Hide Items / Show Items, Employee. Advanced Filter: Customer, Customer Group, Customer Category, Center, Form Type, State / Province, Zone, Branch, Route, Customer Route, Brand, Reference name, District / Region, Area.
Customer Category limits returns to customers assigned to the selected Customer Category. Combine with Customer Group or Route when analysing returns by customer segment.
Columns
| **Column** | **Description** |
|------------|-----------------|
| Date | Return or credit note date. |
| Inv No. | Return document number. Click to open. |
| Customer | Customer who returned goods. |
| Sale Inv | Original sale invoice reference. |
| Item | Returned item name. |
| HSN Code | HSN code. |
| Return Reason | Reason for the return. |
| Damaged | Whether marked as damaged. |
| Qty | Quantity returned. |
| Rate | Unit rate. |
| Taxable Amount | Taxable amount before tax. |
| Tax Amount | Tax reversed. |
| Net Amount | Net return value. |
| Bill Total | Total return document amount. |
Actions
- Generate — run the report for the selected filters
- Export / Export All — export to Excel
- Print — print the report
- Advanced Filter — open additional filter fields
- clear — reset active filters
- Inv No. link — open the return document
FAQ
How is this different from Sale Return Report?
The standard report is summary-level. Adv adds item lines, HSN, location filters, and extended advanced filters.
Can I filter by customer category?
Yes. Use Customer Category in Advanced Filter to show returns only for customers in that category.
Can I filter damaged returns only?
Yes. Use Show All / Damaged.
Does this include return orders not yet invoiced?
It lists recorded return invoices. Open return orders are in Sales → Sale Return Orders.
How do returns affect outstanding?
Approved credit notes reduce receivables. See Customer Outstanding Statement.
What extra fields does Adv show?
Extended credit note and line fields beyond standard Sale Return Report.
Are inventoryless returns included?
Yes when approved in period — stock may not have moved for damaged/expired returns.