Connect returned goods, customer credit and the actual refund without losing the original purchase.
9 stages · 4 approvals
Follow the process from start to finish. Select a step to see who acts and what changes.
Sales Representative records the original purchase, requested goods, reason and customer or recipient evidence. Check remaining eligible quantity. Retain the actual customer and recipient entitlement; another account cannot spend the same credit.
Preserve the original purchase and requested returnIndependent Warehouse Manager reviews the exact unreturned shipment scope, excluding preparation and material edits. Freeze quantity and receiving location. Authorization does not prove goods arrived, restore inventory or grant a financial refund. Changes need renewed review.
Independently authorize eligible physical return scopeWarehouse Operator records actual returned custody, product, quantity and required lot or serial identity. Short, damaged or mismatched arrivals remain separate from the requested quantity. Preserve the original handover and accepted-delivery history rather than reducing it to make the old shipment eligible again.
Record actual returned identity and custodyIndependent Warehouse Manager decides eligible restock or other physical treatment from actual condition evidence. Required loss or value exceptions also need independent Finance Manager review. Customer restock restores original issued cost once; any later standard alignment is a separate approved effect. Held goods do not become available merely by arriving.
Independently decide the eligible physical treatmentFinance Manager independently approves every credit revision prepared by Accountant, binding the original eligible net, tax and quantity allocations. A financial credit does not create a stock return. Credits on paid invoices preserve historical cash applications and establish only the remaining bounded credit entitlement.
Authorize the bounded customer creditFinance Manager independently approves every invoice and credit snapshot (Status: Draft → PendingApproval → Approved);
Approval waits for the finance manager.
Accountant selects the eligible funding source and settlement path, retaining the original customer scope and beneficiary evidence. Active applications or other refund reservations reduce availability. A credit-funded refund must not also consume the original receipt; money cannot be refunded from two paths for the same claim.
Reserve one eligible funding sourceIndependent Finance Manager reviews the exact source, amount, currency, beneficiary, customer entitlement and current revision. Exclude preparers and material editors. The approved instruction cannot be redirected by a later customer, account or payment-destination edit without renewed review.
Independently authorize the exact refund instructionAccountant reconciles the authoritative cash or bank outcome before the guarded financial effect. A submitted request or uncertain acknowledgment is insufficient. Uncertainty retains claims; an actual conflicting debit requires reviewed reconciliation rather than negative spendable credit or a blind retry.
Reconcile actual settlement and consume its claim onceSales Representative links the return to a replacement order and settlement difference. Sales Manager independently approves the new order; any credit use or refund retains its financial authority. New stock claims and handover use that separately approved scope, never the old shipment's exhausted allocation.
Retain a separately approved replacement commitmentApproval waits for the sales manager.
Returns, ReturnLines, ApprovalDecisions
ReturnDispositions, StockEvents, StockLayers, ApprovalDecisions
Invoices, InvoiceLines, CreditApplications, ApprovalDecisions
Refunds, BankAccounts, ApprovalDecisions
Short, damaged or mismatched arrivals remain separate from the requested quantity.
Required loss or value exceptions also need independent Finance Manager review.
Separates dated expected, independently approved committed and posted realized populations per entity/deal: actual net revenue/credits and matched title-event carrying cost give gross profit; separately allocated actual charges/interest/expenses bridge contribution without another journal; use frozen comparable currency/unit bases, disclose incomplete/unallocated scope and null percentages when net is zero or cost unknown, while reviewed zero cost remains valid.
Approval waits for the sales manager.
An assistant cannot provide a required independent human approval, decide bank compliance or invent bank issuance, customer acceptance or actual payment. It cannot reuse already claimed supply, create finished output from intermediate work or release an uncertain drawing merely because a request timed out.
Carry the accepted order through shipment, invoice approval and cash application.
5 stages · 2 approvals
Purchase needed supply, accept the goods received and settle the right supplier balance.
7 stages · 3 approvals
Coordinate credit terms, presentation evidence and the financial work that follows.
12 stages · 6 approvals
Turn released recipes and actual assembly work into accepted finished stock.
8 stages · 5 approvals
Count a controlled stock population and review the exact quantity and value before correction.
7 stages · 2 approvals
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