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- Defense ERP
- Process
- Return to resolution
Return to resolution
Sales Representative links a return request to the original transaction. Sales Manager or Warehouse Manager authorizes only the unreturned scope, then Warehouse Operator records the quantity that physically moves. Warehouse Manager decides disposition from the actual condition. Accountant and Finance Manager handle any credit or refund on its own financial record.
Step by step
-
Request return Sales Representative
The representative links the request to the original transaction.
- Identify original scope and reason
- Updates Returns, Return lines
-
Authorize scope Sales Manager
The responsible manager approves the return direction.
- Bound requested quantity by unreturned source
- Updates Returns, Approvals
ApprovalA person approves before the work moves on. -
Record movement Warehouse Operator
The operator records what actually arrives or leaves.
- Capture actual physical quantity
- Updates Return lines, Stock events
-
Decide disposition Warehouse Manager
The manager decides disposition on actual goods.
- Review condition and next stock state
- Updates Return dispositions, Approvals
ApprovalA person approves before the work moves on. -
Correct finance Accountant
Finance separately reviews money and posted history.
- Approve eligible credit or refund
- Updates Customer invoices, Refunds, Finance corrections
Who does what
Roles and permissions- Sales Representative
- , Sales Manager, Warehouse Manager, Warehouse Operator, Accountant, Finance Manager.
- The preparer records the facts; the named manager reviews the consequential decision.
Set up Defense ERP your way.
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