Objective: The purpose of this document is to familiarize the user with the steps to process returns through the “Process Returns” section of the “Returns” tab. If you would rather watch a short video on this, click here.
Description: The first page the user sees are two search bars. The first search bar is for the user to search or scan the tracking information of a return. The second search bar is for the user to input any other identifying information of the return (e.g., customer name, customer number, external ID, etc.). See Figure 1.0 for an example screenshot. After inputting the correct information for the return, the user is taken to a new screen to process the return. The subsequent “Steps” section will describe the new screen in further detail and walk the user through the process for the “Process Returns” section.
Enter in an identifying piece of information for the return or scan the tracking information
Fig. 1.0 – Initial Screen
A new screen will appear with all the identifying information about the return. Here is a breakdown of each piece of the new screen:
“Scan item UPC” Field – This field allows the user to either manually input or scan the UPC for the items that are part of the return order.
“Label Template” Dropdown Menu – This dropdown menu gives the user a list of all the existing label formats for the
“Label Printer” Dropdown Menu – This dropdown menu displays all the printers available for the user to use.
“Start Over” Button – This button is used to restart the process of processing a return. I.e., if the wrong tracking number is scanned or the wrong customer name is put in.
“Return Detail” Tab
“Expected Return” Table – This table displays the Created Date, the External ID, the Customer Number and the Description of the return
“Customer” Table – This table displays all the following Customer information: Name (first and last), Email, Phone Number
“Status” Table – This table will display the current Status of the return, the Received Date of the return, the Canceled Date of the return (if applicable), the Completed Date, and the Tracking information about the return
Order Information Table – This table displays all the specific details of the items included in the return. It will display the order number associated with the item (if applicable); the SKU, SKUID, and UPC of the item; the Pick Bin associated with the item; whether the item has been sorted; the quantity of the item with its expected amount; the ability to input how many of the items are in OK condition or are damaged; the comments associated with the item; and the ability to add any additional reasons for why the returned items were processed the way they were.
Camera Icon Button – Clicking this button will display the photos that are associated with the return
“Complete Return” Button – Clicking this button will cause a pop-up to appear asking for confirmation that this return is complete.
“Photo” Table – This table displays the list of all photos associated with this return.
“Viewer” Table – This table displays the selected photo in a much larger window.
Fig. 2.0 – Return Information Screen
The next step after the new screen appears is to scan the UPC of the items in the return
Finally, the user will click the “Complete Return” button to end the processing of the return
If there are multiple returns for one customer, searching for the customers name will cause the screen to display a table with all the available returns
Fig. 5.0 – Multiple Return Table for one customer