Creating a Return is basically the same process as creating
a new order.Before starting you must
have the original Order # for the returned items; if not, use Search for Orders
to find it.There are two main steps to
Returns.The first step is to create the
Return Order and the second step is to fulfill the Return Order.This allows you to record a return
authorization and to create the Return Order prior to receiving the returned
items.When the returned items are
received, you then fulfill the Return Order to compete the process.
From the Site Administration Menu
click on the Orderbutton (located in the Transaction Mgmt.
section) or from the Search For Orders page click button. The Order Management page is
retrieved in add mode.
Set the Order Type to Return.
Enter the Original Order ID in Ref. Order#
Click Retrieve button.This retrieves all of the Original
Order’s Order Items with quantities set to zero.If a Restocking Fee is specified in
Orders Features Management, the Restocking Fee is automatically added as
an Item on the Return.This is an
optional Service Charge that is applied as a percentage rate to the total
amount of the Return, including tax and shipping charges.
Enter the returned quantities for each Item being
returned.
You may adjust the unit price.
You my change the Description (Item Name) and
price.You may also delete the
Service Charge Item.
To not refund Shipping Charges, set Shipping Carrier
to blank (------------------) and click the button to set shipping charges to zero.
When finished with the data entry, Click button.This does several things:
It removes the line Items where Quantity is set to
zero (not returned).
It sets the Returns Order Status to Pending.
It saves the Return.
Click to exit from Order Management page.
If you have received the returned items and are ready
to complete the return, click the Fulfill link for the Return Order
in the Found Orders listing.The Fulfill
is displayed in the last column which is labeled Fulfillment and is only
displayed after the Return has been processed.
When prompted to confirm the Return fulfillment,
click Yes.
The returned items are added back into inventory.
The Return’s Order Status is set to Completed.
If the returned Items have been paid for, a Credit
Memo for the total amount of the Return is created.
Search for Orders page is refreshed to remove the Fulfill
link for the Return.