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.

Recording an Expense Return

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

Go to "Expenses" in the navigation menu (under Transactions)
Find the expense transaction containing the items to return
Click "Mark as Returned" in the action buttons
Select a return reason (Defective, Wrong Item, Not as Described, Changed Mind, or Other)
Enter the return details and refund amount
Save the return

Recording a Customer Return

To process a return from a customer:

Go to "Revenue" in the navigation menu (under Transactions)
Find the revenue transaction containing the items being returned
Click "Mark as Returned" in the action buttons
Select a return reason and enter the refund amount
Save the return

What Happens When You Record a Return

Inventory Update: Stock levels are adjusted automatically to reflect the returned items
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 reverses the return and restores the quantities to the original transaction.