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Create A New Return

Producer steps to create a customer return on the Returns Dashboard in Encompass: pick a return route, date, customer, products, quantities and return reasons to make a return invoice. Requires v25.05+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 25.05

Steps

The Returns Dashboard displays any returns that are currently scheduled for the current week. This provides an overview of ongoing return activities.

1. Navigate to Returns Dashboard
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2. Click Create a new return
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3. Select the Route

  • Important: This dropdown is filtered to show only properly configured return routes.
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  • If you encounter unexpected results or do not see the desired route, consult the Order Fulfillment Help Resource for troubleshooting.
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4. Select the Return Date

  • Choose the date on which the return is being processed.
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  • The system allows you to select any open date.
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  • If a specific date is not selectable, verify the Invoice Close Date, as this might be preventing selection.


5. Select the Customer who is initiating the return
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6. Enter a Memo (Optional)

  • A memo field is available for adding any relevant details or notes regarding this specific return.
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  • Providing a clear memo can help clarify the reason or specific circumstances of the return.


7. Click '+' to add the product(s) being returned

  • Important: Discontinued products will not be available for selection. If you cannot find a product, check its product record for further information.


8. Select the Product and Quantity:

  • Select Product: Search for the product being returned by entering the product name in the designated field.
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  • Enter Quantity: Input the number of units of the selected product being returned to the warehouse.
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  • Important: Ensure that the quantity is entered as a positive number.


9. Select ReturnReason:

  • Choose the appropriate reason for the return from the provided dropdown menu.
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  • The options available in this list are populated from the "Return Reasons" table within the system.


10. Click '+' to add additional products

  • If there are more products being returned by the same customer on this invoice, click the plus sign again and repeat steps 9 and 10 for each additional product.
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11. Click Save

  • This will create a new return invoice in the system with the entered details. The initial status of the newly created return invoice will be "Loaded".

Fields And Definitions

  • Create a new return - The button that initiates the process of generating a new return invoice.
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  • Route - The returns route that will be set on the new return invoice. This dropdown shows only properly configured return routes.
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  • ReturnDate - The date on which the return is being processed. This can be any open date in the system, subject to the Invoice Close Date.
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  • Customer - The specific customer who is returning the product(s) and will receive the associated credit.
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  • Memo (Optional) - A free-text field where users can add any relevant notes or details pertaining to the specific return.
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  • Product - The specific item(s) being returned by the customer. Discontinued products are not available for return.
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  • Quantity - The number of units of the selected product that are being returned to the warehouse. This should be entered as a positive integer.
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  • ReturnReason - The specific reason selected for why the product is being returned. This list is populated from the system's "Reasons" table.

Best Practices

Related Help Resources:
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