---
title: Counter Sale Returns
description: Learn how to create and manage counter sale returns in EMDECS. From adjusting part quantities to adding surcharges, follow this simple guide to finalize and print credit invoices.
---

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# Counter Sale Returns

For more information on how to create counter sales click [here](https://knowledge.brightorder.com/counter-sale-manager?hsLang=en).

### Video Walkthrough

<iframe height="360" src="https://screenpal.com/player/c0QtIxV5jby?width=640&amp;height=360&amp;ff=1&amp;title=0" style="margin: 10px auto; display: block; clear: both;" width="640" allowfullscreen></iframe>

### Create Counter Sale Returns

 

1\. To create a counter sale return go to **Parts** \> **Counter Sale Manager** 

 

 ![](https://help.fleetsquared.com/galleryDocuments/edbsnbd2491ca28469e7bb174e3d4c357ac21d955ac840fe153d9d029b354e1fa838af26f59d3c92465d92196978ac94eb48e?inline=true)

 

2\. Under **Things To Do** on the left hand side of the screen click on **Counter Sale Return**

 

![](https://help.fleetsquared.com/galleryDocuments/edbsna6596b0f61383bb11cff9bbacb54cacb2a54d958e0b64413ac875140e017da8085ecc8b6e9adfc6e892589acb05fe3a0?inline=true)

3\. A screen will pop up where you can input the **Original Counter Sale Invoice Number**. If you know the invoice number you can start typing it in the field until it populates or you can click on the **magnifying glass icon** to open up different search fields.

 

![](https://help.fleetsquared.com/galleryDocuments/edbsn034da8bb88afbcf883ca24324d3a9cf36aa4409a7e24537935fec072448c18a7040411fb7ee0848202699e6b0349db86?inline=true)

 

You can click the **Search** button to show all the available counter sale invoices, or you can search for **Invoice Number**, **Code** and/or **Name** to narrow down the search results.

 

![](https://help.fleetsquared.com/galleryDocuments/edbsn349ccf1bf0477ec6c5c335c14782f8d3a680f1907d49d12e902d0e4b3001a802ba073f756225ec2d604788f51d4a3b9c?inline=true)

**Note: To edit the # of days return window for counter sales click on the number hyperlink. In the popup you can change the # of Days and click OK to save.**

 

This narrows down the search criteria and results in showing you only the valid counter sale invoices the X number of days back 

 

![](https://help.fleetsquared.com/galleryDocuments/edbsn2bcccaf6de368a79a27503f6545ac716ea0d441050894aebd2037ea22759a0ffa3ab659789fa25709c33afb35a9c6b77?inline=true)

 

4\. When you input a valid counter sale Invoice the **Create New Counter Sale Credit** button will turn blue and you'll be able to click on it.

If you have any open or invoiced returns associated with the counter sale # they would appear here as well.

You can click on any opened return counter sales or create a new one by clicking **Create New Counter Sale Credit.**

 

![](https://help.fleetsquared.com/galleryDocuments/edbsn139e0bf0dcc378974d1768c44423dbcb64550b5572eac6659dba69acd5dd1945e3a8ad44b40f5194a958961d9c1d07c4?inline=true)

5\. When you open a new Counter Sale Return you will get a pop-up screen as shown below. You can edit the **Date** and add any **Notes**.

 

To add a **Surcharge** click on the **Surcharge** hyperlink.

 

![](https://help.fleetsquared.com/galleryDocuments/edbsncf2b311d050cfaaac0ed5a4da34b55df406a895b94f709cbbfc37c7d9f264f8ce4c86b14eb0ff6a5575187b17c8a5916?inline=true)

 

 

If your part does not appear on the list, go to Parts-\> Part Master and check whether the item is enabled for return. Enter a specific Day amount if items are only able to be returned within a certain length of time![](https://knowledge.brightorder.com/hs-fs/hubfs/image-png-Oct-06-2025-09-00-41-6559-PM.png?width=899&height=432&name=image-png-Oct-06-2025-09-00-41-6559-PM.png)

 

 

 

6\. In the pop-up screen you will see the list of available **Surcharges**. Click on the **green +** to add the Surcharge to the counter sale return.

 

![](https://help.fleetsquared.com/galleryDocuments/edbsn86d26cdd33756e8d04d6b164969a442d22facaa2c7a0933b5798621a07654bae77cb8abd99006873600fbb7bb060ca2e?inline=true)

 

7\. To set the **Surcharge** percentage, fill in the **%** column.

 

![](https://help.fleetsquared.com/galleryDocuments/edbsn139e0bf0dcc378974d1768c44423dbcbed6a85ccabb9c7d85f523d8ab4ad5e565e76c83d390bff675f5f12c6247fbb33?inline=true)

 

Or if you want the **Surcharge** to be a flat rate, check the **Flat Rate** checkbox and fill in the **Amount** column. 

 

![](https://help.fleetsquared.com/galleryDocuments/edbsn5ed1dae56f11c0061920c1455fc74ce47909164648dd311ac9e94238f84c5e866385469368b2cd986ba06f9823af8d57?inline=true)

8\. Adjust the **Charge Quantity** of the parts you are returning and make sure to check the **Return** checkbox beside the applicable part numbers. 

**Note: The Charge Quantity should be negative since you are returning the parts.**

 

![](https://help.fleetsquared.com/galleryDocuments/edbsneb7588d7fc34e4f974fa4051ad7aa26218f362d0d72b57f147e022c169672159a9a8936bf2b56b5aa1805e0c2a9f0799?inline=true)

 

9\. When you are finished click on **Create and Print Credit Invoice**.

Below is an example of the **Counter Sale Return Invoice.**

 

 

![](https://help.fleetsquared.com/galleryDocuments/edbsn4f4d33bd830878ca15c746f5cce4d92142d5a2e1c7431a2057360f35223b93068f7853cfc172966bb7a7128389548615?inline=true)

 

#### View Counter Sale Return History

1\. To view the **Counter Sale Returns** go to **Parts** \> **Counter Sale Manager** \> **History** 

 

![](https://help.fleetsquared.com/galleryDocuments/edbsncf2b311d050cfaaac0ed5a4da34b55df7a44adab0136f448ae3f8557e32dc4fffd71c2a4967bbac462cbb27382d61994?inline=true)

 

2\. If you click on the **Invoice #** hyperlink you can see the counter sale return details. You are able to **Delete Invoice** and also **Reprint** the invoice if needed. 

 

![](https://help.fleetsquared.com/galleryDocuments/edbsn5ed1dae56f11c0061920c1455fc74ce448d2bb5c79c256b0452e1fb74144154bd96cb4476f5bc493afe4a59068e3defa?inline=true)

 

3\. Another way to view the counter sale return history is by clicking on **Counter Sale Return** under **Things To Do**, and searching for the **Counter Sale Invoice #**. 

 

This will show you any open or submitted counter sale returns associated with the inputted counter sale invoice #.

 

![](https://help.fleetsquared.com/galleryDocuments/edbsn4f4d33bd830878ca15c746f5cce4d9217f2950952bc5869763a85c3cf2b7f765f26107e50de80afc81dd44e7d1c97778?inline=true)

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