Returns management
The Returns Management module facilitates the management of
returned goods, originally purchased via Sales Orders. Each time a
request is created, a unique authorisation number and document is
generated, enabling you to log and track its progress.
Only once the customer has been given a number can they return
their goods into stock. Goods can be flagged as being in
quarantine until they are inspected. Once inspected, goods may be
returned to stock or written off, and then a credit note for the
returned items is issued, and/or replacement goods are placed on
order. Alternatively the customer may also request a credit note
without returning any goods.
Configuration options
A number of configuration options enable this module to be
tailored to your business needs. These include:
- Choice of default sub-analysis for returns
- Default stock analysis for write-offs
- The option to automatically add 'Use handling charge'
- Enforce entry of 'reason code' if required
- Default sales order status can be set
- Default SOP credit note status
Create requests
The Create requests screen allows you to search for an
order/delivery note and select which item(s) are to be returned.
Returns can be processed for a single customer at a time.
At this point the customer must decide whether they wish to
return the goods, and if so whether they wish to order a
replacement. For flexibility, the replacement may be the same
or a different item.
List functionality
On entering your search criteria, Dimensions will display a list
of sales order stock type detail lines that match, including those
where some or all of the delivery has been processed. Each delivery
line can be selected for inclusion on a return. It is possible to
process a single return for multiple delivery lines from the same
delivery.
RMA management
The RMA Management screen shows snapshots of all requests being
processed so that you can easily track progress. From this display,
you can cancel and change requests, as well as send information to
your customer that enables them to return their goods.
When stock is being returned, whoever receives that stock will
validate that it is in good condition to be returned. Where
stock is being returned, a credit note cannot be raised until the
stock is flagged as having been received. Where items are
sent back and are damaged, the user can flag the items as written
off and not being returned into stock. This screen allows the
user to view the status of the request, and via the RMA Record they
can update the progress of the items.
Process RMA transactions
When stock has been returned then one or more transactions need
to be created as a result of the request. If the customer
wishes for a replacement, a sales order for the replacement item(s)
will be created. If the customer requires a credit note, an SOP
credit note transaction will be created for the original item(s).
Where the stock has been returned and is written off, a stock
write-off movement will be created. Stock write offs are processed
at the same times as any associated credit notes.
Accessing the screens from CRM
When this functionality has been installed, the returns
management screens can be accessed from the main menu. It can also
be accessed via the CRM module; the postcode management link is
switched for RMA management on CRM control and a menu is available
from the data entry screen.
Further information:
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