Managing Customer Returns in StoreYug
When a customer returns a delivered product, you don't need to navigate between different screens or manually calculate write-offs. StoreYug's order return modal includes a built-in "Restock items to inventory" control designed specifically for retail returns.
Step-by-Step Return & Restock Flow
- Open the order: find the delivered order in Orders or Sales History and open it.
- Start the return: in Orders, click Update Status → Refund Order; in Sales History, click Process Return (Cancel / Refund for a counter bill). The Return Order window opens.
- Reason (required): choose why the item came back.
- Add Additional Notes (Optional): Enter details regarding the return (e.g. "Customer returned in original intact packaging").
- "Restock items to inventory" checkbox (under Inventory): Keep it checked (default) if the returned item is in good, resalable condition (unused with tags) to automatically restore it to your shelf stock at weighted average cost. Uncheck it if the item was returned damaged, broken, stained, or spoiled so the refund is issued without adding damaged goods back to your catalog.
- Refund Details: enter the Refund Amount (₹) and Refund Method (UPI, Bank Transfer or Cash).
- Click Return Order & Notify (Cancel Bill & Refund for a counter bill). StoreYug marks the order Refunded and updates your stock ledger.
💡 Built-in Convenience: You never have to visit the Inventory tab separately to write off damaged returns. Simply uncheck the "Restock items to inventory" box in the return modal, and StoreYug handles the inventory write-off automatically!
What if an Unchecked Return is Later Repaired?
If you unchecked the restock box because an item needed minor servicing or packaging replacement, and it later becomes resalable, simply go to Inventory, open the product and click Add Stock to re-introduce the unit to your shelf.