Product Return Reasons
EBMS has the tools to record the reason that an items was returned from
a customer. This information is summarized per item to the user can report
on the quantity and the reason an item was returned. The product return
reason as attaches and action that determines the way the returned inventory
item is processed.
Return Actions
The following 4 return actions are available:
- Return to Stock: This option
is the only option that increases the inventory count of the item.
The count is increased because the items are returned as stock. The
item is returned with an inventory cost or value that reduces the
loss of the return. This option should only be used for items that
can be resold as new.
Return for Disposal: This
option does not affect the inventory count because the item is disposed.
This item does not value the product which creates a full credit loss
for the return. This option should only be used if the returned product
is being discarded.
Return to Vendor (Drop-Ship): This option does not affect the inventory
count since the item is returned directly to the vendor. This process
will not only create a credit memo to the customer but will also create
a credit purchase order from the vendor. The process for these returns
used similar Drop Ship purchase methods as the Drop Ship purchase
method. This method should only be used if the product is sent directly
to the vendor rather than being returned to the seller. The Return
to Vendor (Drop-Ship) is used to credit the customer as well as create
a credit PO for the vendor.
Return to Vendor: This
option is very similar to the previous Return to Vendor (Drop-Ship)
but should be used when the product is returned to the seller only
to be returned to the vendor. This option does not affect the inventory
count since the quantity returned on the purchase order is linked
to the quantity returned on the sales order. The Return to Vendor
option functions in a similar way as the purchase method: Associated.
These options work in a similar manner as the purchasing methods used
when a sales item is linked to a purchase order as a special order item.
See Purchasing
> Special Orders and Drop Shipped Items > Special Orders and Drop
Shipped Item Overview section within the inventory documentation.
Return Reasons
Return Reasons are set by selecting
from the main EBMS menu to open the following tab dialog as shown below:
The user can create and describe any number of Return
Reasons as shown on the right pane of the dialog shown above. The
Action must be selected from one
of the 4 options described at the beginning of this section. Click OK to save.
Return Process
The return process is launched from the main sales order/invoice dialog
by completing the following steps:
- Open the EBMS invoice dialog by clicking on the Sales
> Invoices and SOs option from the main EBMS menu.
- Enter a negative quantity into the sales order to launch the return
process as shown below. Note that the Sales
returns item selection option within the Advanced tab of the inventory
item MUST be enabled for this dialog to appear. Review the
Product Catalog >
Product Returns, Trade-Ins, and Sales History section for more
details on this setting.
- Click on the Return button
to open the return reason dialog:
- Select a user defined Reason
which will set one of the following four Action
settings:
- Return to Stock:
This option is the default action that will occur if the Return Reason dialog is not
launched. The returned inventory count is increased if the inventory
item is classified as Track Count
or other perpetual inventory classification. Review Tracking
Counts > Tracking Inventory Counts Overview section for
more details on perpetual inventory counts.
- Return for Disposal:
This option returns the item without increasing the inventory
counts. An inventory count adjustment record is created to reduce
the count to match the amount that was returned. Inventory count
totals are unchanged with this option.
- Return to Vendor (Drop-Ship):
This option uses the Drop Ship
Purchase Method to link the return to a purchase order
for the Vendor set on
the special order setting within the sales order. This is a reverse
process used with the Purchase
Method setting. Review the Purchasing
> Special Orders and Drop Shipment Overview section for
more details on the Purchase
Method settings.
- Return to Vendor: This
option uses the Drop Ship Associated
Method to link the return to a purchase order for the Vendor set on the special order
setting within the sales order. This is a reverse process used
with the Purchase Method
setting. Review the Purchasing
> Special Orders and Drop Shipment Overview section for
more details on the Purchase
Method settings.
- Process the sales order into an invoice to process the Actions
selected in the Customer Returns
dialog. Review the Invoices
> Processing a Sales Invoice section within the Sales documentation
for details on processing a sales order into an invoice.
Product Return Reason Summary
The Product Return Reasons are
displayed and summarized in the Lost
Sale/Returns tab of each inventory item. Open the inventory item
record and click on the Lost Sale/Returns
tab as shown below: