Create & Manage Order Return
Returns management module enables the user to return the items to the vendor and manage user return efficiently. Return refers to the process of a customer taking a previously purchased item back to the retailer, and in turn, receiving a refund in the original form of payment, exchange for another item (identical or different), or store credit. Vin eRetail System is integrated with sales channels to raise and process return requests.
When the customer raises a return from a website then the request is created in the eRetail screen from the API.
Refer to this API link to create and manage order return: https://erp.vineretail.com/swagger/#/Order_Returns/post_RestWS_api_eretail_v1_order_return
In this document, we will learn how to:
- Search existing order return
- Create & manage order return
How to search existing order return details?
This application enables the user to manage order returns. Vin eRetail provides the functionality for the user to see all the order return requests on a single screen.
Navigation: Returns & Transfers > Return Enquiry
The Return Enquiry Screen looks like this:
- The search results can be narrowed using different search fields available on the screen and users may further narrow down the search results using the Advance Search option.
- Users may retrieve the search results using the option Export/ Detail Export. The screen also allows users to create a new sales order return request using this screen.
Below are the fields on the basis of which you can search an existing order return-related details.
Fields | Description |
Return No. | Users may narrow the search results using Return Number by entering the number in the field. |
Extern order No | This is the external number which will be used to filter the records. |
Order No. | Users may enter a specific order number to get the results. |
Order type | This is a dropdown field which will help user to filter return requests having specific order types:
|
Order Channel | If the user wants to view orders specific to an order channel, he may choose from the dropdown. |
Status | Users may view return requests for specific status from the following: Cancelled, Closed, Confirmed, Pending Confirmation. |
Return type | Users may choose to view orders belonging to return types: Delivered Return and RTO. |
Return category | Users will be able to filter for a specific return category: Credit Coupon, Refund, and Replacement. |
Return date | During the search, users may narrow the search by setting Return Date to Today, Yesterday, Last 7 days, Last 30 days, This Month, Last Month, and it can be set to the custom range. If you set the custom date range, the user needs to press Apply action button. |
Created user | Users will be able to filter records based on created user. |
Confirm date | During the search, users may narrow the search by setting Confirm Date to Today, Yesterday, Last 7 days, Last 30 days, This Month, Last Month and it can be set to the custom range. If you set the custom date range, the user needs to press Apply action button. |
Return close date | During the search, the user may narrow the search by setting Return Close Date to Today, Yesterday, Last 7 days, Last 30 days, This Month, Last Month and it can be set to the custom range. If you set the custom date range, the user needs to press Apply action button. |
Delivery No. | Users may narrow the search results for a specific delivery number using this option. |
Order date, Amount, Reverse Tracking No., Transporter Name | This is an indicative field on the screen. |
Delivery Type | User may choose following delivery types: Delivery, No Pickup, Pickup from the dropdown to narrow down search results |
Ext Return No | User can view the order return on the basis of return number. |
Action Button:
- Search: Clicking on the search button without entering any filter criterion will populate the list of all the sales order return requests based on the default filter setting. Users can further narrow down the search by using filter options to get specific information.
- Reset: Reset button will refresh the filter fields to default settings, i.e., to an initial state to start a fresh search.
- Advance Search: This button narrows the search results by adding more search criteria such as SKU code, Tracking No., Customer Name, Customer Email and Customer Phone.
- Export: When this button is pressed, the result set containing all the fields in the Customer Return Enquiry screen gets downloaded in .xslx format.
- Detail Export: When this button is pressed, details of the records in addition to the fields shown in the Customer Return Enquiry screen get downloaded in .xslx format.
- Import: Users may choose to add SKUs which needs to be returned by using the import option.
- Add New: When this button is pressed a new window will open where the user will be able to create a new Customer Return Request in the system.
How to create an Order Return?
In case, the user creates the return request manually, this document will share how to create and manage the return requests.
Navigation: Returns & Transfer > Return Create/Edit
Customer Return screen has following action buttons:
- Add New: User can create a new order return by clicking the “Add New” button on the top right side of the screen. When this button is pressed a new window will open where the user will be able to create a new Return Request in the system.
- Import: In the import section, the user downloads the excel sheet for providing the return details, if they want to export the details in bulk. In the Import tab, the user can select the Import Type and can download the template. Once the template is downloaded, the user can upload the template and click on Import button.
The Customer Return fields include:
Fields | Description |
Request Type | User may choose request type indicating the reason for request from the following:
|
External Order No | It is a dialog box. Upon clicking this field, a dialog box opens where the user will be able to search for an external order number and add it. User return will be initiated against this request.
The details of the dialog box are given in the following note: User may filter using External order no., order no, Delivery No/ AWB No, Order Date, Invoice No in the dialog box. After entering the details user needs to press the Search button. User may press reset for a fresh search. After choosing a particular external order no user must press OK to create a return request. |
Delivery Location | This is a dropdown field where the user will be able to choose the return delivery location for the customer request. |
Return Type | User may choose return type indicating the reason for return from the following:
|
Category | User will be able to choose a category if the user chooses the return type as a delivered return. User will be able to choose the following categories: Refund and Replacement |
Delivery Type | This field becomes active for delivered returns and for non-delivered returns it is set to delivery by default.
For delivered returns user will be able to choose a type from the following:
|
Ext Reference No. | Users may insert reference numbers for keeping more information. |
Ext Return No | Users may insert the return number for keeping more information. |
Ext Invoice No. | Users may insert the invoice number for keeping more information. |
In the Return Create/Edit screen, the dropdown action button has four more options.
Refund: From this button, the user can create a refund for the order.
Generate Move: The user can move the inventory from this option.
Reverse Return: Users can reverse the return order, which they have accidentally mark the order as a return.
In the Return Create/Edit Screen, it has three more tabs, which includes:
- Customer Detail tab: This tab has all the information of the customer such as Customer code, name, address, phone, country, state, city, Pincode, and email.
- User-Defined Field tab: This tab has fields UDF1, UDF2, UDF3, UDF4, UDF5 can be entered. These fields are specific user’s requirements which the user can use as per his requirement.
- Comment History tab: In this tab, the user can add the order comments.
The order return can be created of two types:
- Delivered Return
- RTO
Note: To learn how to create delivered and non-delivered returns (RTO) in detail, please refer to the creating delivered return and non-delivered document.