Manage your returns

Accurately track incoming return status. Process product returns into inventory to be resold.

 

Create Return Page

Start URL: inventoryy.com/inventory-management/returns/create-return

From the dashboard, navigate on the sidebar to Returns > Create Return

Create Return

To create a return, start by entering the following information on the Create Return page:

• Date

• Customer (name)
• Order ID
• Email Address
• Phone Number
• Return ID (auto-generated but can be edited)
• Billing Address (Street, City, State, Zip code, Country/Region)
• Mailing Address (Street, City, State, Zip code, Country/Region)

By selecting a Customer from the dropdown, Email Address, Phone Number, Billing Address and Mailing Address will be auto-filled

Bulk Upload

Bulk Upload section is used to products in the return by SKU or Unique Identifier

Warehouse

Warehouse column represents the warehouse where the products in the return are being held

SKU

SKU column displays the SKUs for each product in the return

• By entering a SKU: Brand, Model and Unique Identifier will be auto-filled

Brand

Brand column displays the Brand for each product in the return

Model

Model column displays the Model for each product in the return

Unique Identifier

Unique Identifier column displays the Unique Identifier for each product in the return such as UPC, IMEI, ESN, etc.

• This is a way to universally identify the product

Quantity

Quantity column displays the quantity of each product in the return

Sold Condition

Sold Condition column represents the condition that each product was in when it was sold to the customer (New, Used, etc.)

Sold Price Per Unit

Sold Price Per Unit column displays the price that each product was sold for in the return

Sales Channel

Sales Channel column displays the sales channel in which each product was originally sold

Refund Amount Per Unit

Refund Amount Per Unit column displays the dollar amount that was refunded for each product

Notes

Notes column displays any notes for each product in the refund, such as the reason for return

New Condition

New Condition column represents which condition each product was in when it was returned (ex. Damaged)

• If the condition is the same as when it was sold, enter that condition in the New Condition column

New SKU

New SKU column  represents the new SKU for each product in the return

• Since SKUs are representative of the Brand, Model, Condition and Unique Identifier, if any of these have changed, the product will need to be renamed a new SKU
• If none of Brand, Model, Condition or Unique Identifier has changed, the original SKU will be auto-filled

Courier

Courier column displays the shipping courier that the return was shipped through (ex. USPS, FedEx, etc.)

Shipping Method

Shipping Method column shows the method in which the return was shipped (ex. First Class, Priority Mail, etc.)

Shipping Cost

Shipping Cost column displays your cost of return shipping

Tracking Number

Tracking Number column displays the tracking number for the return

Notes

Use the Notes section to add any additional notes for the return

Units

The Units section is on the bottom middle part of the Create Return page

• This displays the total number of units in the return

Total

The Total section displays the total amount refunded for the return plus any additional shipping cost

• This will be auto-populated when “Refund Amount Per Unit” and “Shipping Cost” are entered

Print Labels

By clicking the “Print Labels” button, this will generate both 2x1in and 4x2in labels for each product in the return

• Select which size you would like, then click the red “Print” button to print the labels
  
  

Download

By clicking the “Download” button, the return will display as a PDF

• You will have the option to either print (black button) or download the return as a PDF (red button)

Save Draft

By clicking the “Save Draft” button, you will be asked, “Are you sure you want to save this return as a draft?” Click “Yes” to confirm or “No” to cancel

• Once a return is saved as a draft, it will display on the “Returns” page as an “Open” status

Add To Inventory

By clicking the  “Add To Inventory” button, you will be asked, “Are you sure you want to update this return to your inventory?” Click “Yes” to confirm or “No” to cancel

• Once the return has been added to your inventory, it will display on the “Returns” page as a “Closed” status
• The products will also be available under the “Inventory” —> “Stock Count” page

Returns Page

Start URL: inventoryy.com/inventory-management/returns

From the dashboard, navigate on the sidebar to Returns < Returns

Download

To download one or more returns, first, select an order by checking the box on the far right column of the orders page

• Next, click the “Download” button and the return(s) will be downloaded as a PDF

Create Return

By clicking the “Create Return” button, you will be redirected to the “Create Return” page

Select Status

By clicking the “Select Status” dropdown, you can select which status(es) you would like to view

Status filters include:

• Select All
• Open
• Closed

Date

Date column represents the date that each return was created

Warehouse

Warehouse column displays the warehouse that the products in each return are being returned to

Sales Channel

Sales Channel column displays the sales channel that each return was sold through

Return ID

Return ID column displays the ID assigned to each return

• By clicking the hyperlink of the Return ID, you will be redirected to the “Create Return” page which shows the details of the return

Order ID

Order ID column displays the ID of the order that was returned

• By clicking the hyperlink of the Order ID, you will be redirected to the “Create Order” page which shows the details of the order

Customer

Customer column displays the customer who purchased the order

• By clicking the hyperlink of the Order ID, you will be redirected to the “Customers” page

Units

Units column displays the total number of units in each return

Total Refund Amount

Total Refund Amount column displays the total dollar amount that was refunded in each return

Courier

Courier column displays the shipping courier that was used to ship each return (ex. USPS, FedEx, etc.)

Tracking Number

Tracking Number column displays the tracking number for each return

• By clicking the hyperlink, the tracking updates will display

Status

Status column displays the status of each shipment (ex. Ready to Ship, Shipped, etc.)

Delete

To delete a return, click on the (trash can) button on the far right side of each order