Answer
Open Create Return, locate the original sale or item context, choose the correct return method and refund handling, then save the return and review it in the returns list.
Before you start
- Keep the original invoice or enough sale information to find the transaction.
- Confirm whether the refund is cash, exchange, credit note or another allowed return path.
- Know whether the item is serialized, damaged or already involved in another after-sales process.
Step-by-step guide
- Open Create Return and search for the original invoice, customer or item reference.
- Select the item being returned and choose the correct return or refund method.
- Review quantities, return reason and any value adjustments before saving the transaction.
- Open Returns & Exchanges List afterward to confirm the return is recorded correctly.
How to confirm it worked
- The saved return links to the correct original sale.
- The refund or exchange handling matches the approved branch policy.
- Stock, customer value or financial impact reflects the chosen return path.
Common mistakes
- Creating the return without checking the original invoice carefully.
- Choosing the wrong refund method for the situation.
- Returning a serialized item without confirming the exact device record.
Do this in Cellivo
Open the live Cellivo screen in the next tab while keeping this answer open here.
More answers
How do I send returned stock back to a supplier?
Use Supplier Return Dispatch after the return decision is approved, select the items going back, confirm the supplier-side value, then save the dispatch record.
How do I check a customer's loyalty points before using them?
Open Customer Points, find the customer, review the current balance and recent movement, then open the points ledger if you need transaction-level detail.