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- Furniture ERP
- Process
- Returns and credit
Returns and credit
The process follows one source case across teams. A dealer rejects one damaged item from a mixed delivery. Trace it to the original delivered line and authorize only the unreturned portion. Record the actual item received and its disposition. If a credit is due, Finance Manager reviews the local credit record and the Accountant reconciles the remaining balance. Each owner should be able to find the prior approved record and the actual result before moving work forward.
Step by step
-
Request return Sales Representative
Sales Representative takes this step. Identify party, reason and original scope.
- Identify party, reason and original scope
- Updates Returns, Return lines
-
Authorize return Warehouse Manager
Warehouse Manager takes this step. Approve bounded physical return.
- Approve bounded physical return
- Updates Returns, Approval decisions
ApprovalA person approves before the work moves on. -
Record disposition Warehouse Operator
Warehouse Operator takes this step. Record actual returned quantity and outcome.
- Record actual returned quantity and outcome
- Updates Return dispositions, Return lines
-
Review credit Finance Manager
Finance Manager takes this step. Approve eligible commercial correction.
- Approve eligible commercial correction
- Updates Customer invoices, Finance corrections, Approval decisions
ApprovalA person approves before the work moves on. -
Reconcile balance Accountant
Accountant takes this step. Apply the approved credit to the eligible open balance.
- Apply approved credit within the eligible open balance
- Updates Credit applications, Customer invoices
Who does what
Roles and permissions- Sales Representative
- , Warehouse Manager, Warehouse Operator, Finance Manager, Accountant own the staged actions and reviews.
- Admin
- Configures access without taking their approval authority.
Set up Furniture ERP your way.
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