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Sales return

In CoreX ERP, goods that were shipped to a customer and come back are handled with two documents: a return request to agree on the quantity and reason before the goods come back, and a sales return to take the goods into stock when they arrive at the warehouse. The request is optional; the return is always received from the delivery with which the goods were shipped.

Scenario

M-0004 Trakya Et ve Et Ürünleri A.Ş. reports that 12 cans from batch DET-2609-002 of the item MAM-0008 Sıvı Deterjan 5 LT, received with delivery SV-2026-000001 dated 01.11.2026, arrived with cracked caps. On 02.11.2026 the sales team opens a return request for 12 units; when the goods arrive at the warehouse they are received into Mamul Deposu / RAF-M2 (Finished Goods Warehouse / RAF-M2) in the Karantina (Quarantine) stock status, because they will await quality inspection.

Delivery SV-2026-000001 ──► Return Request IT-2026-000001 ──► Approval ──► Sales Return SI-2026-000001
 (Goods Issue Posted)         (Awaiting Approval)              (Approved)    (stock +12, Quarantine)
                                     │                                        │
                                     └── Reject / Cancel (final status)       └── Reverse Return (for a wrong posting)

1. Find the delivery​

Lojistik Yönetimi › Giden Teslimat › Teslimatlar (Logistics › Outbound Delivery › Deliveries) — open the delivery details. The return buttons appear only on a delivery in Mal Çıkışı Kaydedildi (Goods Issue Posted) status: İade Talebi Aç (Open Return Request) and İade Al (Receive Return). İade Geçmişi (Return History) at the bottom of the page lists the returns received from this delivery.

Delivery detail — return actions and return history
  1. 1Returns only after goods issue
  2. 2Open Return Request — agree first
  3. 3Receive Return — goods arrived
  4. 4Returns taken from this delivery

2. Open the return request​

On the delivery details, click İade Talebi Aç (Open Return Request) → Yeni İade Talebi (New Return Request):

  1. Talep Tarihi (Request Date) (cannot be earlier than the delivery date) and İade Nedeni (Return Reason): Hasarlı teslim (Damaged on delivery).
  2. Açıklama (Description): "Müşteri DET-2609-002 lotundan 12 bidonun kapağının çatlak geldiğini bildirdi." (The customer reported that 12 cans from batch DET-2609-002 arrived with cracked caps.)
  3. In the Kalemler (Items) table, enter 12 in the Talep (Requested) cell of line 20 (batch DET-2609-002, Dönebilir (Returnable) 220).
  4. Click Talebi Aç (Open Request).
New Return Request form
  1. 1Return reason
  2. 2Returnable — shipped − reversed − returned
  3. 3Requested quantity
  4. 4Open Request — stock unchanged

Result: IT-2026-000001 — Onay Bekliyor (Awaiting Approval). The request is a decision document; stock does not change. Details: Open a return request.

3. Decide on the request​

Satış › İade Yönetimi › İade Talepleri (Sales › Returns Management › Return Requests) — the approver sees their queue with the Durum: Onay Bekliyor (Status: Awaiting Approval) filter and opens the request.

Return request detail — awaiting approval
  1. 1Status
  2. 2Approve — someone other than the requester
  3. 3Reject — with a reason
  4. 4Segregation of duties
  5. 5Quantity returned against the request

The screenshot above is the screen of the person who opened the request (Demo Kullanıcı): Onayla (Approve) is disabled. The decision is made by another approval authority — in the demo environment Demo Onaylayıcı (Sales Manager):

Return request — approver’s view
  1. 1Status
  2. 2Approve — someone other than the requester
  3. 3Reject — with a reason
  4. 4Requested · Returned · Remaining
  • Onayla (Approve) → Onaylandı (Approved) (no dialog opens): the return can be received from this request, for the request's items and up to its remaining quantity. The Karar (Decision) field records who made the decision and when; the buttons become İade Al (Receive Return) and Kapat (Close).
  • Reddet (Reject) (a Red gerekçesi — rejection reason — is required) → Reddedildi (Rejected); İptal Et (Cancel) (an İptal gerekçesi — cancellation reason — is required) → İptal Edildi (Cancelled). Both are final statuses.
Approved return request — Receive Return and Close
  1. 1Status
  2. 2Receive Return — form linked to the request
  3. 3Close — remainder not expected, with a reason
  4. 4Who decided and when

The person who opened the request cannot approve it: the button is disabled and reads "Kendi açtığınız talebi onaylayamazsınız; kararı başka bir yetkili verir." (You cannot approve a request you opened yourself; another authorized user makes the decision.) Details: Approve or reject a return request.

In the demo environment

IT-2026-000001 was approved by Demo Onaylayıcı on 02.11.2026. The example return SI-2026-000001 (step 4) was received directly from the delivery before the request was approved, so it is not linked to the request: the request's Dönen (Returned) quantity is 0 and Kalan (Remaining) is 12. The İade Al (Receive Return) button of the approved request opens the same form with the line "IT-2026-000001 onaylı iade talebinden — yalnız talebin kalemleri, talebin kalanı kadar." (From approved return request IT-2026-000001 — only the request's items, up to the request's remaining quantity.); the line's İade edilebilir (Returnable) quantity is the request's remaining quantity (12), and no return can be received from a delivery line that is not in the request.

New Sales Return — from an approved request
  1. 1Request link — only its items, up to the remainder
  2. 2Line with nothing left to return
  3. 3Return this line
  4. 4Return quantity — up to the request remainder
  5. 5Stock status — e.g. Quarantine
  6. 6Save — stock increases at once

4. Receive the return into stock when the goods arrive​

On the approved request, click İade Al (Receive Return), or on the delivery details click İade Al → Yeni Satış İadesi (New Sales Return):

  1. İade Tarihi (Return Date) and İade Nedeni (Return Reason): Hasarlı teslim (Damaged on delivery); Açıklama (Description): "12 bidon kapağı çatlak geldi; kalite kontrolü için karantinaya alındı." (12 can caps arrived cracked; placed in quarantine for quality inspection.)
  2. On line 20, click Bu satırı iade al (Return this line) → İade Miktarı (Return Quantity) 12.
  3. Giriş Deposu (Receiving Warehouse) MAMUL — Mamul Deposu, Lokasyon (Storage Location) RAF-M2 — Mamul Rafı 2, Stok Durumu (Stock Status) KARANTINA — Karantina.
  4. Click İadeyi Kaydet ve Stoğa Al (Save Return and Receive into Stock).
New Sales Return — return from delivery
  1. 1Return reason
  2. 2Return this line
  3. 3Return quantity — up to the returnable
  4. 4Receiving warehouse and location
  5. 5Stock status — e.g. Quarantine
  6. 6Save — stock increases at once

Result: SI-2026-000001 is saved and the goods enter stock at the same time. The document cannot be changed.

Sales return detail
  1. 1Receiving warehouse / location
  2. 2Stock status received into
  3. 3Returned lot or serial
  4. 4Reverse Return — for a wrong entry

Stock effect:

MAM-0008 · batch DET-2609-002
Before the returnOn hand 0 (all 220 units had been shipped)
After the returnMAMUL / RAF-M2 / Karantina: on hand 12, available 0
Value1.500,00 TRY — the goods come in at the cost at which they left with the delivery (125,00 TRY/unit)

Stock in the quarantine status is not counted as available; it is not allocated to sales or shipments. After the quality decision, change the stock status with Stok Yönetimi › Mal Hareketleri › Stok Durumu Değişimi (Inventory › Goods Movements › Stock Status Change).

Other effects:

  • Sales order SS-2026-000001 stays shipped (a return means the delivery did take place; it is not a correction).
  • The returnable quantity of the delivery line drops from 220 to 208; SI-2026-000001 appears in İade Geçmişi (Return History).
  • If the return was received from a request, the request's Dönen (Returned) quantity increases; when all items have come back, the request automatically becomes Kapandı (Closed).
  • The return amount (3.528,00 TRY, approximately from the order price) is deducted from the customer's rebate basis — in the example, İadeler −2.940,00 TRY (Returns, net) in rebate agreement PRA-2026-000001.
  • The invoice side of the return is in Finance.

Details: Receive a return from a delivery.

5. Wrong posting: reverse the return​

On the return details, click İadeyi Geri Al (Reverse Return) → İade geri alınsın mı? (Reverse the return?): the stock receipt is reversed with today's date, the document remains as "geri alınmış" (reversed) and the goods can be received as a return again. Geri Alma Gerekçesi (Reversal Reason) is required. If a return received from a request is reversed, the quantity goes back to the request.

FAQ / Troubleshooting​

What happenedCause and what to do
İade Talebi Aç (Open Return Request) / İade Al (Receive Return) is missing on the deliveryThe delivery is Açık (Open) or İptal Edildi (Cancelled) (the goods did not leave), or you do not have the permission (erp-sales-return-requests.create, erp-sales-returns.create).
Onayla (Approve) is disabled: "Kendi açtığınız talebi onaylayamazsınız; kararı başka bir yetkili verir." (You cannot approve a request you opened yourself; another authorized user makes the decision.)Segregation of duties. Another approval authority must open or approve the request. Server message: "Kendi açtığınız iade talebini onaylayamazsınız. Kararı başka bir yetkili vermeli." (You cannot approve a return request you opened yourself. Another authorized user must make the decision.)
"İade talebi henüz onaylanmadı; onaysız talepten iade alınamaz." (The return request has not been approved yet; a return cannot be received from an unapproved request.)The request is Onay Bekliyor (Awaiting Approval). A decision must be made first — or receive the return from the delivery without a link to the request.
"İade talebi kapalı; bu talepten iade alınamaz." (The return request is closed; a return cannot be received from this request.)The request is Kapandı (Closed), Reddedildi (Rejected) or İptal Edildi (Cancelled).
"10. talep satırı: iade miktarı (15) talebin kalanını (12) aşıyor." (Request line 10: the return quantity (15) exceeds the request's remaining quantity (12).)A return received from a request cannot exceed the requested quantity (the numbers are examples).
"20. teslimat satırı daha önce tamamen iade edilmiş ya da geri alınmış." (Delivery line 20 has already been fully returned or reversed.)No returnable quantity is left on the line.
"Yalnız karar bekleyen talep iptal edilebilir; onaylanmış talep kapatılır." (Only a request awaiting a decision can be cancelled; an approved request is closed.)If the remaining quantity is no longer expected on an approved request, use Kapat (Close).
"İade tarihi teslimat tarihinden önce olamaz." (The return date cannot be earlier than the delivery date.)Correct the date.
"'MAMUL' deposunda lokasyon seçimi zorunlu." (A storage location must be selected in warehouse 'MAMUL'.)In a warehouse with storage location tracking, select a Lokasyon (Storage Location) (the warehouse code is an example).
"Stok bu sırada başka bir işlemle değişti. Sayfayı yenileyip tekrar deneyin." (Stock was changed by another transaction in the meantime. Refresh the page and try again.)Another transaction at the same time; update the form with İade bilgilerini yenile (Refresh return information).
"İade faturalanmış (fatura, fatura referansı ya da gelen iade faturası bağlı) — geri almadan önce o bağı kaldırın." (The return has been invoiced (an invoice, invoice reference or incoming return invoice is linked) — remove that link before reversing.)An invoiced return cannot be reversed.

Step-by-step tasks​

1. Open a return requestFrom the delivery, before the goods come back.2. Decide on the requestApproval, rejection, closing.3. Receive a return from a deliveryWarehouse, stock status, batch and serial number.Return without a deliveryGoods coming back without a delivery.