Returns

Track product returns to keep your financial records and inventory levels accurate. Argo Books supports both expense returns (returning items to a supplier) and customer returns (customers returning items to you).

Returns Dashboard

The Returns page (under Tracking in the sidebar) displays four summary cards at the top:

Total Returns: All returns across both types
Expense Returns: Items returned to suppliers
Customer Returns: Items returned by customers
Total Refunded: Total value of all refunds issued

The page has two tabs: Expense Returns and Customer Returns, letting you view each type separately.

A return is recorded from the expense or revenue transaction it belongs to, so that transaction needs to exist first. See Expense/Revenue Tracking.

Recording an Expense Return

To return items from an expense transaction back to a supplier:

Go to "Expenses" in the navigation menu, under Expenses
Find the expense transaction containing the items to return
Click "Mark as Returned" in the action buttons
Select a return reason: Wrong item received, Quality issues, Not as Described, Duplicate order, Changed Mind, Better price elsewhere, or Other
Add any notes and confirm. The refund is the transaction's total.

Recording a Customer Return

To process a return from a customer:

Go to "Revenue" in the navigation menu, under Revenue
Find the revenue transaction containing the items being returned
Click "Mark as Returned" in the action buttons
Select a return reason: Customer return, Wrong item sent, Quality issues, Not as Described, Changed Mind, Defective, or Other
Add any notes and confirm. The refund is the transaction's total.

What Happens When You Record a Return

Stock: Stock levels don't change. If returned items go back on the shelf, record an Add adjustment on the Adjustments page.
Financial Records: The return is recorded with the refund amount for accurate bookkeeping
Audit Trail: A complete history of returns is maintained for reference

Viewing Return History

Each return record shows the product, supplier or customer name, date, reason, refund amount, and any notes. Use the search and filter options to find specific returns by type, reason, or date range.

Undoing a Return

If a return was recorded by mistake, you can undo it. This removes the return record, and the original transaction is left as it was.