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| Note |
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Units are only available if the Article has a Pack Size >1. Units are a fraction of a Pack and the smallest qty that can be returned. For Example if a product is sold as: Qty/Unit = Pack, Pack size = 4, UOM = 6 bottles... Then 24 Bottles are in a pack and 6 bottles are in a Unit and 6 bottles is the smallest qty that can be returned and they will be returned as 1 Unit Units cannot be replaced - only packs can be replaced. |
Reason for Returning (Scenario)
Select the reason for returning the item. One of:
- Order Error
- Use with Action 'Return-send correct item' if the item in the order is not what the customer wanted.
- You will need to specify the item that the customer wanted after creating the Return Authorisation but before saving it.
- Use with Action 'Return-Inspect-Credit' if the customer does not want the item ordered.
- Delivery Error
- Use with Action 'Return-send correct item' if the item delivered was not the item ordered.
- You will need to specify the item that was delivered after creating the Return Authorisation but before saving it.
- Use with Action 'Return-send correct item' if the item delivered was not the item ordered.
- Goods Damaged(Not Delivered)
- Use with Action 'Replace Only' to create a replacement order for an item damaged before it is delivered to the customer.
- A credit will be created for the item.
- A replacement order will be created.
- A COGS journal will be created to scrap the stock.
- Use with Action 'Credit Only' to create a credit for an item damaged before it is delivered to the customer.
- A credit will be issued for the item.
- A COGS journal will be created to scrap the stock.
- Use with Action 'Replace Only' to create a replacement order for an item damaged before it is delivered to the customer.
- Goods Damaged(Delivered)
- Defective Goods
- Short-dated goods
- Wastage
- Product Recall
- Sale or Return
- Supplier Support
Action on Returning
Select the action to be taken for this item. One of:
- Replace Only
- Credit Only
- Replace-Return-Inspect
- Return-send correct item
- Return-Inspect-Credit
- Return-Inspect-Replace
- Return and Inspect
- Use this action if a customer has received an item that was not on their order, or if they have received more than they ordered, and they do not want to keep the stock.
- This will take action for the stock to be picked up and inspected. No credit note, replacement order or invoice is required.
- Invoice
- Use this action if a customer has received an item that was not on their order, or if they have received more than they ordered, and they want to keep the stock. This will produce an invoice only.Picking / Shipping Error - wrong item was sent to the customer
- Goods Damaged
- Defective Goods
- Goods not wanted
- Short Dated Goods (for perishable products)
- Wastage (if a customer can return unsold items eg expiring product)
- Product Recall
- Sale or Return - product that it is agreed the customer can return if not able to resell
- Other - not in above list
Action on Returning item
This is the action the system will take.
| Note |
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If any lines on the RA require inspection - all items will wait for the inspection. So if you want to send replacements immediately - put them onto a separate RA |
Select the action to be taken for this item. One of:
- Replace Only
- if the customer has a problem with what you have sent and simply wants it replaced - ie colour
- Credit /refund Only
- no need to send anything or return anything
- Credit will be created
- Refund screen will open = only save it if you plan to send a refund - otherwise close the screen without saving
- Return Only
- Will inspect the return item
- Refund then Return
- Create Credit Note n Refund Immediately - await product return
- Replace then Return
- Return and Send Alternate
- Send Alternate then Return
- Return-Inspect-Refund
- Return-Inspect-Replace
- Invoice (if an additional item was sent but not invoiced)
RA's for items that were not on an original order
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