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Orders Features in Detail
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Create a Return

 

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 Order   button (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.

 

 


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