Returns
Returns are done on the PICKUP DETAILS screen. To access the PICKUP DETAILS screen: Go to the BOOKING DETAILS screen → PICKUPS tab → PICKUP DETAILS screen
Returns Summary:
Returns are done on the Pickup Details screen.
Only product line items with Bags set as the unit of measure and retail product line items can be returned.
Returns can be completed on pickups that are in progress, posted or invoiced (even if the booking is closed).
If a return is completed on a pickup that has NOT been invoiced the returned quantity will appear on the invoice once generated and will appear as a negative quantity.
If a return is completed on an invoiced pickup, a credit will be added to the customer account for the returned quantity.
If the booking that the return occurred on is not closed, the returned quantity will increase the remaining quantity of the line item that was returned which increases the booked qty of the product until the booking is closed.
If a return has been completed on a line item, the picked up quantity cannot be adjusted after to be less than the returned quantity.
- The cancel button on bagseed scale tickets will be restricted depending on the quantity returned to prevent the picked up quantity from becoming less than what was returned.
If a return is processed on a pickup line item, the net picked up quantity will be adjusted to reflect the quantity of product the customer ended up with (The quantity on the booking details page reflects the net quantity of all scale tickets on all pickups on the bookings minus any returns that occurred on the line item.
PRE-REQUISITE: Before you can enter a return, you must have a pickup with a picked up quantity greater than zero.
Returns on Non-Invoiced Pickups
(In progress and posted)To process a return on a non-invocied pickup, navigate to the Pickup Details screen for the pickup, click Return on the product or retail product that you want to return.
The Add Return screen will appear where you can enter the details to complete the return.
Fields appearing in Pink are Mandatory, and must be entered.
Return Quantity: Enter the quantity of the line item to return.
Return to Inventory:
If selected the product will be returned to your on hand & available inventory.
If left unselected the product will still be returned but will not be added back to your inventory, it will be considered discarded.
If it is a product line item you'll have the option to select which lot you want to put it back into (for product level bookings) and the storage location to put it into.
Return Reason: Select the reason for the return from the drop down list. If no options in the list fit the reason, choosing Other will allow you to enter a comment for the reason.
To complete the return, click Save
Once saved, returns can be viewed at the bottom of the Pickup Details screen in the Returns section.
To view the return receipt for a pickup, go in the Pickup Details screen, click More Actions, select Return Receipt.
This will download the return receipt in PDF format outlining all the items that were returned on the pickup.
Return receipt sample (Pre-invoice):
Note: Since returns can be completed before and after invoicing the returns receipt can have a Pre-Invoice and Post-Invoice section depending on the status of the pickup at the time of the return.
The Post-Invoice section shows credits created for returns, see the returns on invoiced pickups section for more information.
Returns on Invoiced Pickups
To process a return on an invoiced pickup, navigate to the Pickup Details screen for the pickup, click Return on the product or retail product that you want to return.
The Add Return screen will appear where you can enter the details to complete the return:
Fields appearing in Pink are Mandatory, and must be entered.
Return Quantity: Enter the quantity of the line item to return.
Return to Inventory:
If selected the product will be returned to your on hand & available inventory.
If left unselected the product will still be returned but will not be added back to your inventory, it will be considered discarded.
If it is a product line item you'll have the option to select which lot you want to put it back into (for product level bookings) and the storage location to put it into.
Return Reason: Select the reason for the return from the drop down list. If no options in the list fit the reason, choosing Other will allow you to enter a comment for the reason.
Credit Comments: Enter any comments to appear on the credit that will be created for the returned product.
To complete the return: click Save.
Since the pickup was invoiced before the return occurred, a message will appear indicating that the return was completed and a credit for the returned product has been created on the customer account.
Once saved, returns can be viewed at the bottom of the pickup details screen in the Returns section.
To view the return receipt for a pickup, go to the top of the Pickup Details screen, click More Actions and choose Return Receipt.
This will download the return receipt in PDF format outlining all the items that were returned on the pickup.
Return receipt sample (Post-invoice):
Note: Since returns can be completed before and after invoicing the returns receipt can have a Pre-Invoice and Post-Invoice section depending on the status of the pickup at the time of the return.
Since the return was completed after the pickup was invoiced, the invoice remains unchanged.
The credit created from the return will apply to the customer account .
Viewing Returns from the Customer Details page
To view Returns select the Customer Details screen, click Returns. (In addition to the pickup details screen)
To view the pickup details for each return, click View Pickup Details for Return.
Returns Report
A Returns report can be found on the Reports page. It can be generated by a date range and will show all returns that occurred within the selected date range.
This report is available in both PDF and Excel format.
