Return to resolution

Step by step

1. Request return Sales Manager

   Sales Manager or Purchasing Manager identifies the original delivery or supplier receipt, direction, party and reason.

   • Connects original scope
   • Updates Returns, Return lines

2. Authorize scope Warehouse Manager

   Warehouse Manager checks requested quantity against original net unreturned scope and approves the return.

   • Bounds permitted quantity
   • Updates Approval decisions, Returns
   ApprovalA person approves before the work moves on.

3. Record physical result Warehouse Operator

   Warehouse Operator captures actual returned quantity and lot with source evidence.

   • Records actual goods
   • Updates Return lines, Stock events

4. Decide disposition Warehouse Manager

   Warehouse Manager approves restock, hold, rework, scrap or outward return within received scope.

   • Sets custody and value path
   • Updates Return dispositions, Locations
   ApprovalA person approves before the work moves on.

5. Resolve money Accountant

   Accountant prepares the eligible credit or refund. Finance Manager makes the separate financial decision.

   • Handles separate commercial claim
   • Updates Customer invoices, Supplier invoices, Refunds
   ApprovalA person approves before the work moves on.

Sales Manager

Handles dealer context; Purchasing Manager handles supplier context; Warehouse Operator records actual goods; Warehouse Manager authorizes and disposes; Accountant prepares credits; Finance Manager approves money movement.