Create New Return.

Owned by Mary Elaine Romano (Unlicensed)
Last updated: Sept 17, 2021 by Roma Sorra (Unlicensed)
4 min read

Create New Return Process

Create New Return is an option for handling damaged goods or other reason/s that need to be returned to stock.

Logistics Tab > Inventory Menu > Create New Return.

Note: To proceed in creating a new return, Order must be in status “Dispatched”, or else user will encounter “We have been unable to find the dispatch record, please try again.”

  1. From the side navigation menu, click Logistics, select Inventory and click Create New Return.

Note: In able to proceed in creating a new return, Order must be in status “Dispatched”, or else user will encounter “We have been unable to find the dispatch record, please try again.”

  • Create New Return – Barcode

 1. User must select “Barcode” from the dropdown then scan the Dispatch note barcode to take you directly to the Create New Return page.

  • Create New Return – Dispatch Number

1. User must select “Dispatch Number” from the dropdown then select a client and enter the Dispatch Number.

2. To proceed in the Create New Return page, the user must click the “Next” button.

3. In selecting the line of order to be returned, the user must select the order in the Line Items grid.

4. After selecting an order, the user can edit the “Quantity” number, select a Reason code, and put some notes (optional). And then the user must click the “Create Return” button.

Note: User has an option to select all the products by clicking the check box beside the Line No. column.

5. Then user will now be redirected “To GRN” tab. User can now select the delivery and click the “Batch GRN” icon beside the view icon.

6. After that user must click the “GRN Selected Items” button.

7. The user will encounter a confirmation message, to proceed with the GRN process, the user must click “OK” button and if not click the “Cancel” button.

8. To complete the GRN process, the user must click the “GRN Complete” button.

9. Then, the user will now assign a location in the dropdown menu and click the “Put Away Selected Items” button.

10. The user will encounter a confirmation message, to proceed with the Put away process, the user must click “OK” button and if not click the “Cancel” button.

11. To complete the Put Away process, the user must click the “Put Away Complete” button.

12. After the Put away process, the order will now be found in the “In Progress” Tab.

13. To complete the process, the user must select the order and click the “Confirm GRN”.

14. The user will encounter a confirmation message, to complete the process, the user must click “OK” button and if not click the “Cancel” button.

15. When an order is already confirmed, it can now be found in the “Confirmed” Tab.