Returns

Table of Contents

There are two returns processes

1. /wiki/spaces/SI/pages/33055182 - specifically for items that you or your supplier has nominated will be free for the end customer to return if they are not sold
   1. A Sale or Return may result in a Supplier Claims based on supplier funded promotions, Customer Returns, Stock Write offs if the supplier provides you with a credit
2. Normal Returns process - where items are returned and you decide on the action to take - see below

Normal Returns Process

Creating an RA

Use the Returns Dashboard to monitor and manage Returns

Using Returns

How to use the Returns Process

Overview

The returns process is designed to allow a sales rep, a truck driver or a customer to initiate a return easily.

Returns can result in

• A credit
• An order being Created
  • A replacement being sent out
  • An alternative item being sent out
• An inspection on stock being returned
  • Return to stock if passes inspection
  • Write off stock if does not pass inspection
• Any of the above could also result in a claim on the supplier

Return Rules

Returns will follow the following general rules:

• Each Return must be linked to the original Order
  • Return Credits must use the amount paid on the original order for the credit
• If a transaction is expected to be created (Credit note, replacement order)- it will wait until all items on the return that possibly could be included are decided
  • Eg if one item is Credit only and another is return-inspect-credit then the credit will not be created until the item that must be inspected has been done.
• Returns that must be picked up (see Return Actions table below) will be added to the daily run sheet and printed in queue before any order for the same outlet
  • Drivers will have a sheet of paper to know to pickup the items
• Replacement orders (when required) will be created regardless of an existing order for the outlet
  • Link to be shown to the initiating return
• Items that are returned are inspected and either put back into stock, samples or scrapped. Both samples and scrap values are written off.
  • Journals created as this happens
  • Return bays
    • The default return bay, ambient or chilled as required.
    • The bays that this article has been in, with the most recent first.
    • Other bays that match the Storage Requirement of the article.
    • Other bays.
    • If text is entered as a filter then bays that match the text filter will be listed first.
• Returns have an Authorisation process
  • manager to approve from Dashboard (Awaiting Authorisation status) use "Confirm" to progress.

Return Actions

The choice of Reason Followed by Action will determine what will happen with each line on the Return.