Posted by
Penny on May 23, 2014 in
Accounting |
1 comment
Modified by VS, April 29, 2013
Create Return
- ORD module
- ADD
- Customer: Enter customer number (watch for –A suffixes)
- Order type: Toggle to Order Return
- P/O: Enter customer's claim number
- Enter
- Add Item
- Enter quantity actually returned to DYD (positive number, see below for shortship returns) and ISBN as per documentation.
- Select invoice number from drop down box.
- Verify pricing. If price on item is lower than current retail, sticker item.
If item is damaged/defective |
If item is to be rejected |
If we are giving credit for it: In top right hand of screen, toggle damaged “no” to “yes”. (Gives credit but does not put item back into stock).
- Damaged: Enter DMG in “reason” box. Enter “Damaged” in comment line. Put books on Hurt shelf.
- Defective: Enter DF in “reason” box. Enter “Defective” in comment line. You will need to file a defective claim with vendor(s).
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If we are not giving credit, or if the product is to be returned:
- Enter quantity, ISBN, and select invoice #.
- Click on “Reject” at bottom of screen. All fields will open up.
- Hit enter to accept ISBN and title, this will take you to the “reason” field, enter appropriate code. DMG, PRD, SS etc.
- If this is not our publication enter title and ISBN, hit enter, type NOP in reason field.
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If return was short-shipped:
- First - process the credit for quantity actually received, if any.
- Then - on a separate line, enter quantity that was short-shipped, then reject item.
- Returns cart “2”.
- Book the entry, double check totals if provided, adjust if necessary.
- Create the Credit – Click on the Invoice button at bottom of screen. For mailing or faxing, print out on paper. If e-mailing, print to PDF.
- Send customer copy of credit.
- Write HiPoint order number on top of customer’s paperwork.
- File in cabinet. Third shelf - far left, by month.
Rejected Items Entry/Paperwork
- Reports > Orders > Return to Customer Listing. Print out on clean paper.
- Attach to item(s) being returned.
- File in box at back of warehouse. This will be released on the customer’s next order, and will be returned with that order.
- You may want to charge freight on the return, depending on quantity/weight of returned items.
TO BE REVISITED
Create the order to return item(s):
- ORD > Add new > Use customer claim # as PO#
- Add Item: Quantity 1, Item “RETURN”
- Set selective to NO
- Book the Order.
Search on TO BE REVISITED to find places that should be reviewed or added to