# Sale Return Reason
Sale Return Reasons are master codes recorded on sale return orders. They standardize why goods were returned and can control return-to-return-center behaviour.
Overview & List View
Go to Sales → Settings → Sale Return Reasons from the left menu.
List columns
| **Column** | **Description** |
|------------|-----------------|
| Id | Record ID. |
| Title | Reason label shown on sale return orders. |
| Is Return To Return Center | Whether returns using this reason go to the user's return center. |
| Description | Optional internal notes. |
| Status | Active or Suspended. |
Quick filter tabs
| **Tab** | **Shows** |
|---------|-----------|
| Active | Active return reasons (default). |
| Suspended | Suspended reasons. |
Advanced filters
| **Filter** | **Description** |
|------------|-----------------|
| Title | Filter by reason title. |
| Status | Active or Suspended. |
| Created Date | Date the reason was created. |
List row actions
| **Action** | **Description** |
|------------|-----------------|
| View | Opens read-only details. |
| Edit | Opens the edit form. |
| Delete | Removes the reason when not referenced. |
| Suspend / Activate | Disables or re-enables the reason. |
New Sale Return Reason
Fields
| **Field** | **Description** |
|-----------|-----------------|
| Title * | Reason label shown on sale return orders. Must be unique. |
| Is Return To Return Center (if return center assigned in user setting) | When on and the user has a return center in user settings, returned stock is directed to that return center. |
| Description | Optional internal notes about when to use this reason. |
How It Works
- On Sale Return Order and Credit Note entry, the user selects a return reason from this list.
- Set a per-user default under User Settings → Defaults (Sale Return Reason). New credit notes and sale return orders pre-fill that reason. Enable Data filter to limit the reason picker and related lists to that reason only.
- The reason is stored on the document and prints on return documents when configured.
- When Is Return To Return Center is enabled on the reason and the user has a Sale Return Center in user settings, inventory on the return routes to that center instead of the default inventory center. The same applies in the Field Sale App credit note screen.
Connected reports: Analyse returns by reason on Sale Return Report and the Sales vs Return chart on Sale Dashboard.
Actions
List header: New
| **Action** | **Description** |
|------------|-----------------|
| Edit | Opens the reason form |
| Delete | Removes the reason when not referenced |
| Suspend / Activate | Disables or re-enables the reason |
Form buttons: Save / Update, Reset, Cancel
FAQ
Can I change the reason after a return is approved?
Edit the return order while it is still in draft or for revisal status. Approved returns require cancellation or revision workflows per your permissions.
What is Return To Return Center?
It uses the return center from the user's profile (when configured) as the receiving location for inventory on returns using this reason.
Can I set a default return reason for a user?
Yes. In User Settings, set Sale Return Reason. New Credit Notes and Sale Return Orders (web and Field Sale App) use that value. Turn on Data filter to restrict the user to that reason.
Is return reason mandatory on every return order?
Select a reason when creating the return from the sale invoice. It appears on Sale Return Report for analysis.
Can I deactivate a reason still used on old returns?
Suspend prevents selection on new returns. Historical return orders keep the reason recorded at creation.
How does reason relate to inventoryless credit notes?
Damaged or expired flows may use Without Inventory on the credit note. Return reason still documents why goods came back.
Should I create separate reasons for warranty vs commercial returns?
Yes. Distinct reasons improve return analytics and help credit control teams prioritise warranty claims vs sales adjustments.