Processing Returns When a customer wants to return products…

Is the item being returned to sellable stock?

Check to make sure it’s not damaged.

Create a new sales order for the

customer & add the returned

items with a negative quantity. Ex:

if returning 2, add –2 of the item

to your order.

The Returns Goods Verification

window will appear. Complete all

information (see next page) and

select “R” as the return type.

Enter appropriate information in

the Order Summary Pane, such as

“return” and/or original PO in the

PO# field.

Change ship status to Call when

Complete & Ship Via to Pick Up

Print Return Acknowledgement

Put a copy of return paperwork

with material in return goods area

Managers-

See return goods queue processing

for completion

Create a new sales order for the

customer & add the returned

items with a negative quantity. Ex:

if returning 2, add –2 of the item to

your order.

The Returns Goods Verification

window will appear. Complete all

information (see next page) and

select “S” as the return type.

Enter appropriate information in

the Order Summary Pane, such as

“return” and/or original PO in the

PO# field.

Change ship status to Pick up Now

& Ship Via to Pick Up

Collect Signature

Give copy of return pick ticket to

customer

Return material to appropriate bin

location immediately

Get ticket to Billing

At the Counter Processing Returns

Next, use the order summary pane to add information for later reference. Enter the PO# if applicable and/

or type “return”. You will then move on to the status tab, where you will update accordingly:

Make sure the customer has acknowledgement of their return by changing the print flag to “yes”.

Complete the following information:

Original Sales Order– this field must be correct in order to

refund the customer for the product’s price at the time of

purchase.

Return Quantity Type–

Select R for review if the item is unsellable or if

you are unsure

Select S for stock if the item can be resold imme-

diately

RGA Number

Reason for Return Code– Select one of the reasons from

the drop-down window. You can explain further in the

comments field below if need be.

Restocking Fee Percent– type in the percentage of fee for

restocking, if applicable.

Return comments– explain what is wrong with an item if

listed as defective, if wrong item was shipped, etc.

Any time a product is returned, a list of AUTO UET Codes will appear. This is the system’s way of tracking

any events that are not ideal. Review the list and choose the most appropriate option.

If multiple items are being returned, group all items that are re-sellable together and create a new order

for those that are not.

To accept any type of return from a customer, create a new sales order for them and enter a negative

quantity of the item being returned. For example, if the customer is returning (2) L38-048s, you would enter

–2 in the quantity field, then L38-048 in the product number field. The Return Goods Verification window

will then appear.

If… Use Order Status… & Ship Via…

Stock is not (or may not be) Re-sellable Call When Complete Pick Up Now

Stock is Not Re-sellable Pick Up Pick Up Now

When a customer wants to return products remotely... Processing Returns

Create a new sales order for the

customer & add the returned

items with a negative quantity.

The Returns Goods Verification

window will appear. Complete all

information and select “R” as the

return type.

Enter appropriate information in

the Order Summary Pane, such as

“return” and/or original PO in the

PO# field.

Change ship status to Ship when

Specified & change date to when it

should be picked up.

Change Ship Via to Our Truck

Return Acknowledgement will print

on ship date (will be confirmed via

confirmation queue)

Put return sales order on manifest

and attach comment about materi-

al being picked up.

How is material being returned?

Change status of return order to

Call When Complete

Put copy of return paperwork in

return goods tray & material in

return goods area.

Change ship

status to Call

when

Complete

Change ship

via to reflect

how material

is being re-

turned.

Fax/email return

acknowledgement

to customer to use

as packing slip

Material

received

back via

carrier

More details later

Remotely Processing Returns

Next, use the order summary pane to add information for later reference. Enter the PO# if applicable and/

or type “return”.

If stock is being returned via our truck, change the status to “Ship When Specified” and change the date to

when you expect it to be picked up. Then, change the ship via to “Our Truck”

Once complete, add return order to manifest with comment regarding pickup

If stock is being returned by the customer, change the status to “Call when Complete”. Change the ship via

to reflect the customer’s chosen method of shipping. Then, fax or email the acknowledgement to the cus-

tomer to use as a packing slip.

Once the material has been received via carrier, put copy of returns documents in tray and move item to re-

turn goods area. Managers- See Return Goods Queue Processing instructions for rest of process.

Complete the following information:

Original Sales Order– this field must be correct in order to

refund the customer for the product’s price at the time of

purchase.

Return Quantity Type– Select R for review, as all material

must be reviewed before being added back to stock

RGA Number

Reason for Return Code– Select one of the reasons from

the drop-down window. You can explain further in the

comments field below if need be.

Restocking Fee Percent– type in the percentage of fee for

restocking, if applicable.

Return comments– explain what is wrong with an item if

listed as defective, if wrong item was shipped, etc.

If multiple items are being returned, group all items that are re-sellable together and create a new order

for those that are not.

To accept any type of return from a customer, create a new sales order for them and enter a negative

quantity of the item being returned. For example, if the customer is returning (2) L38-048s, you would en-

ter –2 in the quantity field, then L38-048 in the product number field. The Return Goods Verification win-

dow will then appear.