A return is a credit, a pickup and a count. Do all three once.
Start a return as a truck pickup, a customer drop-off or a credit only. The returned goods are counted at the dock, sent back to the shelf or written off, and the credit follows the count.
What is in returns.
Three kinds of return
Scheduled truck pickup, customer drop-off, or credit only with no goods.
Reason codes
Every credit carries a reason, for reporting and for spotting patterns.
Return paperwork
Return authorisation and pickup slip as a PDF.
Failed and partial deliveries
A delivery that comes back short creates the return automatically.
Count at the dock
Returned goods wait on a returns dock, are counted, then go back to the shelf or are written off line by line.
Credit memos
Apply, move, unapply or void, held on account or paid out.
Approval threshold
Optional approval for credits above an amount you choose.
Chronic returners
A task for the rep when a customer keeps returning goods.
Returns & credit memos works with
See it with your own data.
A working session on your own items, customers and route days. Thirty minutes.
Get a demo