Return to resolution

Step by step

1. Request Sales Representative

   Sales Representative or Purchasing Manager records the party, direction, reason and original transaction for the proposed return.

   • Preserve original source and reason
   • Updates Returns, Return lines

2. Authorization Warehouse Manager

   Warehouse Manager checks that the requested amount fits the original net unreturned quantity and records the decision.

   • Bound eligible return quantity
   • Updates Returns, Approvals
   ApprovalA person approves before the work moves on.

3. Physical result Warehouse Operator

   Warehouse Operator records what actually arrived from a dealer or left for a supplier. Partial quantities remain explicit.

   • Record actual movement
   • Updates Return lines, Stock events

4. Disposition Warehouse Manager

   Warehouse Manager decides whether actual returned units are restocked, held, reworked, scrapped or sent onward.

   • Select stock destination and value effect
   • Updates Return dispositions, Inventory
   ApprovalA person approves before the work moves on.

5. Commercial correction Accountant

   Accountant prepares the related customer credit, supplier credit, refund or linked correction. Finance Manager reviews financial release.

   • Record authorized commercial result
   • Updates Customer invoices, Supplier invoices, Refunds, Finance corrections
   ApprovalA person approves before the work moves on.

6. Reconciliation Accountant

   Accountant verifies that stock value, open credit and any actual bank settlement reflect the same original scope once.

   • Trace posted and settled outcomes
   • Updates Journal entries, Bank statement lines

Sales Representative

Or Purchasing Manager starts the case; Warehouse Manager authorizes and disposes; Warehouse Operator records movement; Accountant prepares financial records; Finance Manager approves money movement.