How To: Enhanced Return Process – Applying Price Protection (TW, DD)

Overview

This tutorial describes how to use Tyler’s Enhanced Return Process to change the price of an item that was already sold. A transaction of this type is completed by first returning the original item and then re-selling the same item at the new price.

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 customer purchased a piece of merchandise last week. Today she comes back with an advertisement from a competitor offering the same merchandise for less money. You will match the price and refund the difference to the customer.

  1. Enter the Header and Customer information as described in the ‘Enhanced Return Process: Introduction’ tutorial.

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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. Click the Return Product button or enter the return quantity as a negative number in the ‘Quantity’ field (and press Enter).

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  1. The Return Merchandise window appears. A list of previous customer transactions (that contain the entered item) appears in the results box. Click the transaction number on which the item was originally sold.
    • At the top of the screen you will notice the three fields: ‘Customer #’, ‘Transaction # of the return merchandise’ and ‘Item # of the return merchandise.’ Use these fields to filter the transaction information that appears on this screen.
    • If the entered item is found on only one transaction, this screen is skipped and the detail lines for the transaction appear.
    • At the bottom of the screen you will notice the Override button. This feature should only be used if you cannot find the transaction on which item was originally sold. For more information on this feature, please see the ‘Using the Override Feature’ tutorial located in this document.

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  1. The detail lines for the selected transaction appear. Enter the return quantity for the appropriate item(s) (as a positive number) in the ‘Qty Return’ column.
    • If you started the return process by entering a negative quantity in the ‘Qty’ field (instead of clicking the Return Product button), that quantity automatically appears in the ‘Qty Return’ column for the item.
    • Click the Return All Lines button at the bottom of the window to return the entire order.
    • If an Environmental Tax is attached to an item being returned, the system automatically returns the Environmental Tax.
    • Notice that the ‘Each’ and ‘Extension’ fields show the original selling price of the item and cannot be modified.

  1. Verify the condition of the item (Box, Floor, Damaged) or change it if necessary.

  1. Click the Accept button.

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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 11.

  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 Detail tab.

  1. In the Item Number field, enter the item that was just returned.

  1. In the Quantity field, enter the item quantity as a positive number.

  1. Press Tab to move through the ‘P/U Loc,’ ‘Each’ and ‘Type’ fields.

  1. In the ‘Extension’ field, enter the price in the Competitor’s Ad.

  1. In the ‘Serial#’ field, enter a serial number for the item if applicable.

  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 price changes, the above screen appears.

    If Reason Codes are not set up and activated on your system, skip to step 21.

  1. Select a reason for the price change.
    • The reason codes that appear on this screen are set up in the Order Maintenance Reason Codes 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 item appears at the bottom of the screen. Repeat steps 2-20 until the prices on all items are changed.

  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.

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

  1. The amount to be refunded to the customer appears in the Amount field as a negative amount. Accept or modify the refund amount for the selected payment (refund) type.
    • For information on how to split a refund between multiple payment types, please see the “Entering Payment Information” section.

  1. Enter the required information for the payment (refund) type.

  1. Click Accept and the payment appears on the right side of the window.

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

  1. If you are processing a Delayed Delivery (DD) transaction and Centralized Delivery is licensed on your system, the Scheduler appears. Please follow your company’s delivery procedures to complete this screen.

  1. Depending on 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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