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If a Return Authorisation is to be created for only items that were not in the original order, e.g. an item that was not ordered but was delivered, then click 'Create an empty RA to add items not in order' |
If there are items to be returned that were not in the original order, e.g. an item that was not ordered but was delivered, then enter the details in the top part of the RA Items tab and click 'Save Item'.
- Added lines must have a Reason of 'Delivery Error'.
- Added lines must have an Action of 'Return and Inspect' or Invoice.
RA Reasons
- None
- Order Error = the sales order was entered incorrectly
- Delivery Error = the product was sent in error to this customer and was not on the sales order
- Goods Damaged (Not Delivered) = returned before being delivered to the customer
- Goods Damaged (Delivered)
- Defective Goods = some defect not related to delivery damage
- Short Dated Goods
- Wastage = the stock is considered wastage and the customer wants the supplier to remove it
- Product Recall
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A Return Authorisation cannot include items with an Action of Invoice as well as items to be replaced. If this is required then create 2 separate Return Authorisations |
How will the goods return to the Warehouse
Options include:
- Done = the pickup date will be set to today.
- Delivery Driver picks them up as he drops other goods (will be on their manifest). The date will set to their next expected delivery day.
- Sales Rep picks them up on next visit to the store (will be on their daily sales run). The date will set to their next rep visit day.
- Couriers or other carriers
Replacement Items where different to those being returned
If the wrong Article was delivered then the Article being returned was never on the outbound sales order
When the wrong Article was ordered then it will be replaced with an alternative Article.
Update the order lines to be shipped
Submit the RA for Authorisation
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Only the Action "Invoice" does not need Approval |
RA's that are Awaiting Approval
Who Authorises RA's
Users must have the secure feature Secure Features
The Process After Approval
The next step will depend on the lines of the RA
- If any line is return / inspect / credit - the entire RA will await inspection
- If any line is Return prior to replacement order the entire RA will await return
Inspecting Returns
Cannot use units if no pack size and unit size not pack. Eg Quantity unit of Pack, Pack size >1 if want to return a unit. 4x6 Pack can only return a 6Pack not a single bottle.
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