How To: Standard Return Process: Returning Delayed Delivery Merchandise (DD)

Overview

This tutorial describes how to return items on a Delayed Delivery order.

NOTE: If the order that the return item was originally sold on is still open in Order Processing (one or more items were backordered), you can return the item using Order Maintenance (02-08-02) instead of the process listed here.

Video

Tip: Use the controls on the video player to watch in Full Screen mode, adjust the quality, or watch on YouTube.

Step-by-Step

Scenario: A piece of merchandise has been delivered, but the customer has since decided that he does not want the item.

Click image to enlarge.

  1. In the Type of Sale field, select DD–To be Delivered from the drop-down menu.

  1. In the Salesperson #1 field, enter the employee number of the salesperson processing the return.

  1. In the Delivery Date field, enter the date for the return and press Enter.
    • To find the date using the calendar, click the Calendar button located to the right of the field.

  1. In the BillTo# field, enter the customer number. The corresponding customer information appears.
    • To search for the customer number, click the Search button.
    • The Ship To information is assumed to be the same as the Bill To information. If it is different, uncheck the Ship To same as Bill To box and enter the Ship To information.

  1. Click the Detail tab.

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  1. In the Item Number field, enter the item that is being returned.
    • To search for an item number, click the Search button.

  1. In the Quantity field, enter the quantity to be returned as a negative number. For example, if the customer is returning one item, enter “-1” in this field (the “-“ will always appear to the right of the number).

  1. Press Tab to move through the P/U Loc, Type, Each Price, Disc%, and Extension fields, or press Enter to skip those fields.
    • You can modify the information in any of these fields.

  1. Click Accept or press Enter to add the return line to the transaction.

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  1. If Reason Codes are set up and activated on your system for returns, the above screen appears.

    If Reason Codes are not set up and activated on your system, skip to step 13.

  1. Select a reason for the return.
    • The reason codes that appear on this screen are set up in the Order Maintenance Reasons selection (02-08-90-04).

  1. The fields that now appear on the screen vary depending on how the reason codes are set up. Enter the required information (Employee Number, Markdown Code, etc) and click Done.

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  1. The returned item appears at the bottom of the screen. Repeat steps 6-13 until all items are returned.

  1. Click Done to move to the Tender Entry box.
    • You can also enter “-” in the Item Number field and press Enter to move to the Tender Entry box.

Click image to enlarge.

  1. In the Tender Entry box, select the Payment Type from the drop-down menu.

  1. Accept or modify refund amount.

  1. Enter any required information for the payment type.

  1. Click Accept and the payment appears on the right side of the window.
    • For more information on the Tender Entry Box, see the “Entering Payment Information” section.

  1. When you finish entering all payment information, click Done.

  1. If you have the Centralized Delivery application licensed, the Centralized Delivery Scheduler appears. Please refer to your company’s delivery procedures to complete this part of the transaction.

    If Centralized Delivery is not licensed, go to the next step in this procedure.

  1. Depending on your how your Invoice Preferences (02-18-01, Field 8) are set up, one of the following now occurs:
    • The invoice is automatically printed
    • Invoice print is automatically skipped
    • You can choose to print or not print the invoice
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