Pending Returns

To create new 'Customer Return', navigate to Returns > Pending returns. Click 'Data entry' button and select 'New' option as shown below.

In the 'New Customer Return' window select customer and warehouse using drop down menus.

Click 'Submit' to continue.

Notice: 'Customer' and 'Warehouse' fields are mandatory.

Customer Return Details Page

After the return has been created, users can access return's detail page.

Header

Header section contains general information about current customer return. Users can manually add references and comments in this section.

Shipment

Shipment section includes fields for Carrier, Dock door, and a User assignment function. This section is fully customizable.

RMA Info Details

This section contains ten fields for custom details about current customer return. Information from this field will also be visible from the returns list and can be used for sorting purposes.

Adding Products

Once the Customer Return Number is generated there are two options to add actual products - "Add" or "From Shipped". Add will let you add any product within your warehouse that is assigned to a chosen customer. "From Shipped" option only allows you to add items from closed (fully processes) order.

'Add'

From the return details page, click 'Add' button as shown below.

Select product Sku from the list and set quantity.

After all the products have been selected, customer return order can be released to floor and received back to your warehouse.

Notice: Adding product using this method will not include original pick ticket reference (source column is empty).

'From shipped'

'From shipped' option only allows to chose products from actually shipped (closed) pick tickets. Click 'From shipped' button as shown below.

Select the product from the 'Shipped Totes' and click 'Submit' to continue.

Using this method of adding product will add a source (original pick ticket) to the current customer return.

After all the products have been selected, customer return order can be released to floor and received back to your warehouse.