Operations

Return Challan

Handle customer returns cleanly — every item accounted for

Every return must reference an existing Delivery Challan. Record the condition of each returned item — Good, Damaged or Defective — and return only the items that actually came back.

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Return Challan in HVAC Flow
What it does

Everything Return Challan handles

Must be linked to an existing Delivery Challan

Return condition per item: Good, Damaged, Defective

Partial returns — return subset of items from a DC

Status: Pending → Confirmed / Cancelled

Full traceability: original DC → return challan → disposition

Ownership-filtered visibility for non-admin users

Feature deep-dive

How it works in practice

01

Returns are always linked to their original dispatch

A Return Challan must reference an existing Delivery Challan. This is enforced by design — it prevents orphan transactions, ensures the returned items were actually dispatched, and maintains the full traceability chain.

  • RC must reference an existing DC — no standalone return transactions
  • Only items that exist on the original DC can be returned
  • Full traceability: DC → Return Challan → inventory credit
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Return Challan list view

02

Track the condition of every returned item

Not all returns are equal. Record per item whether it came back Good, Damaged or Defective. This is essential for determining whether to restock, raise a supplier claim or write off the item.

  • Condition per line item: Good, Damaged or Defective
  • Notes field per line for specific damage description or return reason
  • Status: Pending → Confirmed / Cancelled

Return Challan

Track the condition of every returned item

02 / 3
1

Condition per line item: Good, Damaged or Defective

2

Notes field per line for specific damage description or return reason

3

Status: Pending → Confirmed / Cancelled

03

Partial returns — return only what actually came back

A customer might return two of the four units dispatched. Partial returns are fully supported — create the RC with only the items and quantities being returned. The original DC remains unchanged.

  • Return a subset of items from a DC — partial returns supported
  • Return partial quantity per line: return 2 of 4 dispatched units
  • Original DC unchanged — the return is a separate linked record

Return Challan

Partial returns — return only what actually came back

03 / 3
1

Return a subset of items from a DC — partial returns supported

2

Return partial quantity per line: return 2 of 4 dispatched units

3

Original DC unchanged — the return is a separate linked record

Return Challan FAQ

Common questions

No. Every Return Challan must reference an existing DC. You can only return items that were formally dispatched. If a transaction isn't in the system, create the DC first.

Set the condition field for that line item to 'Damaged' and add a note describing the damage. The condition is stored against the return record — useful for raising claims with the customer's insurer or the manufacturer.

Yes. Partial returns are fully supported. Add only the items being returned, at the quantities being returned. The rest of the DC remains as delivered.

Good-condition returns updating inventory automatically is on the roadmap. Currently, inventory adjustments for returns are handled manually in the Inventory module.

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