Vin eRetail | Return Management

Return Management

1. Returns management overview
   Returns management module enables the user to return the items back to the vendor and manage user returns efficiently. For sales order returns, system follows a different process for delivered returns and non-delivered returns.
   This application enables user to return the items back to the vendors. This module supports returns which are with PO and without PO.

Utility

• Raise return request against a PO capturing return types, PO number and return quantity.
• Raise return request for items which are inbounded without a PO capturing return type and other details.
• Application allows quick ship of items which needs to be returned to the vendor.

1.1 RTV Enquiry
Using this screen, one will be able to view RTV requests in a single screen.

Navigation:
Returns –> RTV Enquiry

Utility 

• User will be able to see all the RTV requests in a single screen. The search results can be narrowed using different search fields available in the screen and user may further narrow down the search results using the Advance Search option.
• User may print the search results using the option Export/ Detail Export.
• Screen also allows user to create a new RTV request using this screen.

Lets understand RTV in detail:

• RTV No.: If the user wants to see the record corresponding to a RTV Number, then user may use this field.
• RTV Date: During search user may narrow the search by setting RTV Date to Today, Yesterday, Last 7 days, Last 30 days, This Month, Last Month and also it can be set to custom range. If you set the custom date range, user needs to press Apply action button.
• RTV Type: User may narrow the search results by choosing RTV type: Damage Return, Intercompany move, Normal Return
• PO No.: eRetail will be able to narrow the search results using the PO number.
• Vendor: Search results can be narrowed down using the vendor code.
• Status: Search results can be narrowed using the status of the PO.
• RTV Qty, RTV Amount: Search results can be narrowed using the RTV Qty and RTV amount.
• On Hold: Search results can be narrowed using On Hold as the criteria.Action Button
• Search: Clicking on the search button without entering any filter criterion will populate the list of all the RTV requests based on default filter setting. User can further narrow down the search by using filter options to get a specific information.
• Reset: Reset button will refresh the filter fields to default settings, i.e. to an initial state to start a fresh search.
• Advance Search: This button narrows the search results by adding more search criteria such as site location and SKU Code.
• Export: When this button is pressed, the result set containing all the fields in the RTV Enquiry screen gets downloaded in .xslx format.
• Detail Export: When this button is pressed, details of the records in addition to the fields shown in the RTV Enquiry screen gets downloaded in .xslx format.
• Add New: When this button is pressed a new window will open where user will be able to create a new RTV Request in the system.

1.2 Vendor Return Create/ Edit:
This screen enables user to create a RTV request and modify the existing RTV request.

Navigation:
Returns —> Vendor Return Create/Edit

Utility 

• Initiate RTV request with two options: With PO and without PO.
• Modify the existing RTV request.

Lets Understand the below in detail:

• Vendor Details
• User Defined Fields
• Shipping Details
• Activity and Remarks

Vendor Details tab:
Vendor return request can be created with two options:
With PO
and
Without PO.

With PO option:

• PO Code: User needs to select a PO from lookup. Upon clicking the lookup, a dialog box opens where user can filter for a PO based on PO No., PO Date, Status and Vendor Code. User needs to highlight the PO from the result set and click OK. User may clear the search criteria using Reset button for a fresh search.
• Site Location: On selection of PO Code, Site Location field gets populated automatically.
• Remarks: User may input any remarks about this return request in the field provide.
• Return Type: User may choose return type indicating the reason for return from the following values:
  Normal return,
  Intercompany Move,
  Damage Return.
• Vendor Code: This field is auto-populated on the selection of PO.
• Vendor name: This field is auto-populated on the selection of PO.
• Status: This field captures various status of the return request.
• Edit Return quantity: Here user will be able to modify return quantity in the following format: SKU, Quantity. This detail must be entered row by row and user will be able to enter maximum of 200 records at a time. Once all the records are input, user may click OK which updates RTV Qty as per user’s entry.

Without PO option:

• Site location: On selection of PO Code, Site Location field gets populated automatically.
• Return type: User may choose return type indicating the reason for return from the following values:
  Normal return,
  Intercompany Move,
  Damage Return
• Remarks: User may input any remarks about this return request in the field provide.
• Vendor Code: This field is auto-populated on the selection of PO.
• Vendor Name: This field is auto-populated on the selection of PO.
• Status: This field captures various status of the return request.
• Add SKU: When this button is pressed, a dialog box opens up where user will be able to add a SKU which needs to be returned to the vendor.
• Remove SKU: Added SKU can be removed by the user by highlighting on this SKU line.
• Import: User may choose to add SKUs which needs to be returned by using import option. Here user needs to enter SKUs in the following format one by one in a row: SKU, Quantity. User can add a maximum of 200 records using this option.

ACTION BUTTON

• Add New: When this button is pressed user will be able to create a new vendor return request.
• Save: Saves the record.
• Confirm: This button appears when the RTV request is in Created State.
• Quick Ship: This button appears when the order is in allocated state.
• Side Menu dropdown: This has options using which user will be able to Cancel and hold the request. Also user will be able to print the details of the request by clicking on Print option. Also user will be able mail this information to the vendor using “Send Mail to Vendor” option.

User defined Fields Tab:

This tab has fields UDF1, UDF2, UDF3, UDF4, UDF5 can be entered. These fields are specific user’s requirement which user can use as per his requirement.

Activity and  Remarks tab
This tab has Add Comments tab. User can add his comments related to the RTV request at various stages. Once comment is added, user must press Submit Comments button. When the user adds a comment, it gets added to comments log section where the user will be able to see Date, AddedBy and Status.


1.3 Customer returns
Customer returns overview
This application enables user to manage sales order returns. This module supports two types returns: delivered returns and non-delivered returns efficiently.
This screen enables one to view sales order returns from various channels in a single screen.

Utility 

• User will be able to see all the sales order return requests in a single screen. The search results can be narrowed using different search fields available in the screen and user may further narrow down the search results using the Advance Search option.
• User may retrieve the search results using the option Export/ Detail Export.
• Screen also allows user to create a new sales order return request using this screen.Lets understand in detail
• Return No.: User may narrow the search results using Return Number by entering the number in the field.
• External order No.: This is the external number which will be used to filter the records.
• Order No.: User may enter a specific order number to get the results.
• Order type: This is a dropdown field which will help user to filter return requests having specific order types:
  COD,
  Cheque/DD,
  Consignment,
  JIT,
  Prepaid,
  Not Defined
• Order channel: If user wants to view orders specific to an order channel, he may choose from dropdown.
• Status: User may view return requests for specific status from the following: Cancelled, Closed, Confirmed, Pending Confirmation
• Return type: User may choose to view orders belonging to return types: Delivered Return and Non-delivered Return.
• Return category: User will be able to filter for a specific return category: Credit Coupon, Refund and Replacement.
• Return date: During search user may narrow the search by setting Return Date to Today, Yesterday, Last 7 days, Last 30 days, This Month, Last Month and it can be set to custom range. If you set the custom date range, user needs to press Apply action button.
• Created user: User will be able to filter records based on created user.
• Confirm date: During search user may narrow the search by setting Confirm Date to Today, Yesterday, Last 7 days, Last 30 days, This Month, Last Month and it can be set to custom range. If you set the custom date range, user needs to press Apply action button.
• Return close date: During search user may narrow the search by setting Return Close Date to Today, Yesterday, Last 7 days, Last 30 days, This Month, Last Month and it can be set to custom range. If you set the custom date range, user needs to press Apply action button.
• Delivery No.: User may narrow the search results for a specific delivery number using this option.
• Order date, Amount, Reverse Tracking No., Transporter Name, : This is an indicative field in the screen.
• Delivery Type: User may choose following delivery types: Delivery, No Pick Up, Pick up from the dropdown to narrow down search resultsAction buttons
• Search: Clicking on the search button without entering any filter criterion will populate the list of all the sales order return requests based on default filter setting. User can further narrow down the search by using filter options to get a specific information.
• Reset: Reset button will refresh the filter fields to default settings, i.e. to an initial state to start a fresh search.
• Advance Search: This button narrows the search results by adding more search criteria such as SKU code, Tracking No., Customer Name, Customer Email and Customer Phone.
• Export: When this button is pressed, the result set containing all the fields in the Customer Return Enquiry screen gets downloaded in .xslx format.
• Detail Export: When this button is pressed, details of the records in addition to the fields shown in the Customer Return Enquiry screen gets downloaded in .xslx format.
• Add New: When this button is pressed a new window will open where user will be able to create a new Customer Return Request in the system.
  

  
  1.4 Customer return create/edit
  This enables user to create customer return create/ edit in eRetail.

  Navigation:
  Returns –> Customer return create/edit

Lets understand how we create or edit the customer return:

• Request type: It has two bullet boxes: Request and Request & Inbound.
• If the user selects Request Type: Request, then he/she will be able to use return types: Delivered return and non-delivered return.
• If the user selects Request Type: Request & Inbound, then he/she will be able to use Return Type as Delivered return.
• External order no.: It is a dialog box. Upon clicking this field a dialog box opens up where user will be able to search for an external order number and add it. User return will be initiated against this request.
  The details of the dialog box is given in the following note: User may filter using  External order no., order no, Delivery No/ AWB No, Order Date, Invoice No in the dialog box. After entering the details user need to press Search button. User may press reset for a fresh search. After choosing a particular external order no user has to press OK to create return request.

• Delivery location: This is a dropdown field where user will be able to choose return delivery location for the customer request.
• Return type: This is a dropdown field where user will be able to choose a return type: Delivered return and non-delivered return.
  If the user chooses return type as delivered return, category and delivery type dropdowns fields become active.
  If the user chooses return type as non-delivered return, category and delivery type dropdown fields become inactive and these fields get auto populated with null and Delivery respectively.

• Category: User will be able to choose a category if the user chooses return type as delivered return. User will be able to choose following categories: Credit coupon, refund, replacement
• Delivery type: This field becomes active for delivered returns and for non-delivered returns it is set to delivery by default.

For delivered returns user will be able to choose a type from the following :
Pick up,
no pick up
and
delivery.

• Transporter: User will be able to choose a transporter to fulfil the return request.
• Reference no.: User may insert reference number for keeping more information.
• Remarks: User may insert remarks in this field.
• Refund remarks: User may insert refund remarks in this field.
• Refund status: Check this to know the refund status.
• Refund date: This gets populated with refund date and this is an indicative field.
  

  Action Button

• Add New: User will be able to add a new return request.
• Save: Saves the record. When a new record is saved, the status of the return request changes to Pending Confirmation.User needs to mention return quantities for an SKU. If there is a single SKU in a PO and user creates return request, then automatically return qty will be set to one. In all other cases return qty has to be specified by the user.
• Confirm: User will be able to confirm the return request by pressing this button. The status of the return request changes to confirmed.
• If the return request is in confirmed status, user will be able to inbound returned items.
• Upon inbounding the returned items in the warehouse, the status of the return request changes to Closed automatically.
• Once the PO is in closed status, the user will be able to refund the PO by choosing from the menu option. User needs to input details like Refund Remarks, Refund date for completing refund transaction in eRetail.
• Cancel: By clicking on this user will be able to cancel the transaction.