Creating an RA
- Use the Returns Dashboard to monitor and manage Returns
- Link to Daily Sales Run
Using Perishable Item Returns
How to use the Perishable Items Returns Process
Overview
The returns process for Perishable items 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
- 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.
Reasons (Columns) vs Actions (Rows) | Order Error | Delivery Error | Goods Damaged (Not Delivered) | Goods Damaged (Delivered) | Defective Goods | Short Dated Goods | Product Recall | Over Delivery* |
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Comments | Never sends Replacement | Only return send correct item. | Can only credit or replace | Must inspect on return - cannot just replace or credit | Must be inspected | Must be inspected | Return-inspect-credit. | Return or invoice only options |
Credit Only | Create Credit |
| Create Credit |
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Replace return inspect |
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| Replacment order, return inspection. | Replacment order, return inspection. | Replacment order, return inspection. | Replacment order, return inspection. | Replacment order, return inspection. |
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Return inspect credit | Return Inspection, Approval, Credit |
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| Return Inspection, Approval, Credit | Return Inspection, Approval, Credit | Return Inspection, Approval, Credit | Return Inspection, Approval, Credit |
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Return inspect Replace | Return Inspection, Approval, Replacement Order |
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| Return Inspection, Approval, Replacement Order | Return Inspection, Approval, Replacement Order | Return Inspection, Approval, Replacement Order | Return Inspection, Approval, Replacement Order |
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Replace only |
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| Replacement order | Replacement order |
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Send Correct item - return incorrect item | Replacement order, Return Inspection, Approval | Replacement order, Return Inspection, Approval |
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Return only |
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| Inspect Return |
Invoice only |
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| Order and associated invoice for additional items created |