Customer Returns

The Customer Returns list page shows all return documents initiated by customers. A customer return records the intent to receive goods back from a customer and can be created manually or generated from a confirmed delivery. Returns follow the workflow: Draft → Confirmed → Closed, with a Cancelled terminal state.

Accessing the Page

Navigate to Commerce → Sales → Customer Returns in the sidebar, or go to /commerce/sales/customer-returns.

What you can do here

• Browse all customer return documents with filtering by status and date range.
• Search by document number or customer name.
• Create a new customer return manually or from a confirmed delivery.
• View, edit, duplicate, or delete individual returns.
• Confirm a return to commit it for processing.
• Track the return reason for each document.

Common tasks

1. Open Commerce → Sales → Customer Returns from the sidebar.
2. Filter by Status = Confirmed to find returns ready for return delivery.
3. Click a row to open the detail page and create a return delivery.

Notes

• Only Draft returns can be edited and deleted.
• Confirming a return locks line quantities. Use a Return Delivery to receive the physical goods back.
• A confirmed return shows a Create Return Delivery shortcut to receive the goods.
• A confirmed return also shows a Create Credit Memo shortcut to issue a financial credit.
• The Return Reason field is optional but recommended for tracking purposes.
• A customer return auto-closes when its fulfillment becomes complete: once all return lines are fully fulfilled by confirmed return deliveries, the document status flips automatically.
• When a line references a price list different from the document header’s price list, a confirmation prompt asks whether to apply the line’s price list to the header.
• In single-currency tenants the currency field is hidden from customer return forms.

List Columns

Column	Default Visible	Sortable	Description
Doc #	Yes	Yes	System-generated return number
Customer	Yes	Yes	Business partner name
Date	Yes	Yes	Document date
Status	Yes	Yes	Current workflow status badge
Grand Total	Yes	Yes	Total return amount including tax
Return Reason	No	No	Reason provided for the return
Currency	No	No	Document currency
Sales Person	No	No	Assigned sales person
Reference	No	No	External reference number
Created	No	Yes	Creation timestamp
Updated	No	Yes	Last modification timestamp

Status Values

Status	Description
Draft	Return is being prepared; editable and deletable
Confirmed	Return confirmed and committed for processing; locked
Closed	Return fully processed; terminal state
Cancelled	Return was cancelled; terminal state

Filtering

Filter	Type	Description
Search	Free text	Searches across document number and customer name
Status	Dropdown	Filter by return status; default shows all
Date From	Date	Show returns with a document date on or after this date
Date To	Date	Show returns with a document date on or before this date

Sorting

Click any sortable column header to sort ascending, then descending, then remove. Default sort: Created descending.

Pagination

Load More pattern — 20 records per load.

Actions

Page Actions

Action	Description	Permission
New Return	Navigate to the Create Customer Return form	Write

Row Actions

Action	Description	Permission
View	Open the Customer Return Detail page	Read
Edit	Open the Edit Customer Return form — Draft only	Write
Duplicate	Create a copy as a new Draft	Write
Confirm Return	Transition Draft → Confirmed	Write
Cancel	Transition Draft → Cancelled (requires reason)	Write
Delete	Permanently delete — Draft only	Admin

Click any row to open the detail page.

Deleting a Customer Return

1. Locate the return — it must have status Draft.
2. Click the row actions menu and select Delete.
3. A confirmation dialog warns that the deletion is permanent.
4. Click Delete to confirm.

Deletion is only available for Draft returns.

Related Pages

• Create Customer Return — Create a new return
• Customer Return Detail — View a specific return
• Edit Customer Return — Edit a draft return
• Deliveries — Source deliveries for returns
• Return Deliveries — Physical receipt of returned goods