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Process · Returns and corrections
Returns and corrections
A return request uses the original source quantity, party, direction and reason. Authorization checks the remaining net unreturned amount. Actual movement then records what came back or was sent away. Disposition and a later credit, refund or supplier settlement each retain their own decision and evidence.
Step by step
-
Record request Sales Representative
Sales Representative or Warehouse Manager identifies the original line, reason, direction and requested quantity.
- Claims original bounded scope
- Updates Returns, Return lines
-
Authorize return Warehouse Manager
Warehouse Manager checks party, expiry and eligible unreturned scope.
ApprovalA person approves before the work moves on. -
Record movement Warehouse Operator
Warehouse Operator captures actual received or dispatched quantity and condition.
- Records actual quantity
- Updates Stock events, Return lines
-
Decide disposition Warehouse Manager
Warehouse Manager reviews the observed goods and authorized outcome.
- Sets stock outcome
- Updates Return dispositions, Inventory positions
ApprovalA person approves before the work moves on. -
Correct finance Finance Manager
Accountant prepares a linked credit or correction; Finance Manager approves a required refund.
ApprovalA person approves before the work moves on.
Who does what
Roles and permissions- Sales Representative
- Helps document dealer cases; Warehouse Manager authorizes and decides disposition; Warehouse Operator records goods; Accountant prepares financial corrections; Finance Manager decides refunds.
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