Customer & Vendor Return Decision Choices

Will product be returned to Distributor’s or Vendor’s facility?

Are you giving credit for product you never sold to customer? ORDo you wish to credit multiple invoices on a single Credit?

Will Product be returned to vendor?

Does vendor need to inspect product before you determine if or how much credit the customer will receive?

Option 2Authorize Unreturned Merchandise

Option 3Customer Credit

Option 1Customer Return

Option 4Customer Return - Approval Not

Required

Option 5Customer Return - Approval Required

NO

YES

YES

NO

NO

YES

NO

YES

Authorize Customer UnReturn Merchandise

(Finalize)

Result

Customer Return (Print and save)

Customer Return Receiving (Receive)

ResultCustomer Credit

Customer Credit

Await product return

Customer Credit (Save)

ResultCustomer Credit

1) No reference to original invoice.2) Taxability and Tax Rate from original sale not used.3) Cannot utilize Restock Fee..

1) Can credit for items not sold to customer.2) Can credit for qty greater than sold.3) Can combine items sold on separate invoices onto one credit.

1) Issues a credit, though no inventory is being returned. (ie Damaged or scraped at customer location)2) Restock Fee not applicable

1) Issues credit for inventory returned.2) One Invoice per Return.3) Taxability and Rate from original invoice auto calculated.4) Frt from original invoice displayed and can be optional credited.

Customer Return & Credit w/o Vendor Return

5) Prevents crediting a qty greater than original sold.

Option1

Option2

Option3

Customer Return (Print and save)

Customer Return Receiving (Receive)

ResultCustomer CreditAwait product

return

1) Select vendor in “Return To Vendor” column..2) Optional - Specify “Vendor’s RMA#” if known.3) Leave “Requires Vendor Approval” UNCHECKED.

Customer & Vendor Return - Vendor Approval Not RequiredCustomer issued immediate credit regardless of outcome of return to vendor.

Vendor Return (Print Vendor Return & Pick

Ticket)

Package product & include Vendor

Return document.

Vendor Return Shipment (Post)

Vendor CreditResult

Auto Generated

Option4

Customer Return (Print and save)

Customer Return Receiving (Receive)

Customer Credit

Await product return

1) Select vendor in “Return To Vendor” column..2) Optional - Specify “Vendor’s RMA#” if known.3) CHECKMARK “Requires Vendor Approval”.

Customer & Vendor Return - Vendor Approval RequiredCustomer & Vendor credits created after vendor has inspected/approved product.

Vendor Return (Print Vendor Return & Pick

Ticket)

Package product & include Vendor

Return document.

Vendor Return Shipment (Post)

Vendor Credit

Result

Auto Generated

Await reply from vendor.

Vendor Return Confirmation (Post)

1) Edit “Quantity Accepted”2) Edit “Customer Price”

Option5