How to Process a Return with Shipedge WMS – Restock items

There are a number of ways to process returns in Shipedge.  We have added a new streamlined process so you can receive any number of products in as little as two clicks.  If you go to WMS > Inventory > Returns, you will see new buttons called: Process and a new search box called: “Quick receive”.

Quick Tip:  You can mark Returns as “In warehouse” to record a return date TimeStamp.  This is a timestamp recorded in the OMS, to help customer service do their job. 

Below are two different ways to process a return. Please note that the methods are interchangeable, but one is faster when processing returns with one or two items and the other is faster when processing a return with many items.

A. How to Process a Return with Few Items

1. Navigate to Returns

Go to the Inventory Tab and in the drop down menu, select Returns.

2a. Finding the Order

The easiest way to process your order is to scan the barcode included on the packaging slip. Once the number is scanned in, click the “Quick Receive” button.

2b. Alternative Way to Find the Order

You can also find the order by either using the RMA number or the shipping number, which is included in the packaging slip originally sent to the customer. Click the “Search (*)” button. When you find the order, click the “Process” button.

3a. Processing a Return with Items Returned in Good Condition

Regardless of the method you used to begin processing the order, you will be directed to a page like this one. Here it shows you the data of the order and it includes what was returned. In the section titled “Restocking Processed” you will see 7 columns:

SKU: The SKU of the returned item.

Description: A quick description of the product.

Items & Quantities Received: The quantity of the SKU returned to your warehouse.

QTY-GOOD: The number of items returned to your warehouse in good condition.

BIN: The put away bin for the good condition items.

QTY-HURT: The number of items returned to your warehouse hurt.

HURT BIN: The bin for the hurt items.

In this scenario, the items happen to have locations already, so everything looks good. You can also change the bin destination or create a new bin if you would like to return the item to a different bin. Lastly, there is section to add comments. Once everything looks good, press the “Submit” button and you are good to go.

3b. Processing a Return with Items Returned in Hurt Condition

If one or more of the items return to your warehouse hurt or broken, then you will need to put them in a hurt bin. In the “Restocking Processed” Section, navigate to the QTY-HURT column. Beneath the “0”, click the (+) button for each item with the pertaining SKU that has returned Hurt.

If you make a mistake, you can also press the (-) button and the item will return back to the QTY-GOOD column.

In the comments section you can add information about what is wrong with the product. When you are ready, click “submit” and you are done.

4a. Trouble Shooting: Editing the Return Quantity

In the scenario above, three items were shipped to the customer and all three items were returned. This is not always the case and sometimes a customer will return only one or two items. If this is the case, then scroll to the bottom of screen and click the Edit button.

Next click the blue underlined “Undo” buttons next to the items that need to be corrected. Or click the “Select All” box in the far left hand column and click the “Undo” button.

You can now edit the quantity of items received. Let’s say you received two items, both with the YARD GARD SKU, one in good condition and the other hurt. Enter the Quantity as 1 and click the “Good” button.

Now do the same thing, except this time select the “Hurt” button. (You can also select the “Hurt” button first; order does not matter for this step).

Now click the “Continue” button to return to the previous page.

You can add a comment or just click “Submit” and you are done.

4b. Adding a Bin during the Return process.

If you have not set up a “Hurt” Bin for this customer or you need to create a new bin for this customer, then you can do so by selecting the “Add Bins” link. A pop-up window will come up and you can create a bin.

B. How to Process an incomplete or Partial Return or a Return with large number of unites per Line-item SKU

1. Navigate to Returns

Go to the Inventory Tab and in the drop down menu, select Returns.

2a. Finding the Order

The easiest way to process your order is to scan the barcode included on the packaging slip. Once the number is scanned in, click the “Quick Receive” button.

Now scroll to the bottom of the page and select the “Edit” button.

2b. Alternative Way to Find the Order

You can also find the order by either using the RMA number or the shipping number, which is included in the packaging slip originally sent to the customer. Click the “Search (*)” button.

When you find the order, look in the far left column titled “RMA#”. Click the RMA Number for the order you would like to process.

3. Processing the Return

Regardless of how you found the order, you will be redirected to this screen. In some circumstances you may only see the yellow section and this is okay. If you have the grey section, then click the blue underlined Undo buttons next to the items that need to be corrected. Or click the “Select All” box in the far left hand column and click the Undo button. The yellow table should now be populated with the orders.

For each SKU you will repeat the following process: Go to the Qty column and edit the number to reflect the number of items you received in good condition. Now click the “Good” button.

Do the same thing again, except this time enter in the number of items you received in hurt condition and click the “Hurt” button. If you did not receive any items with a particular SKU, then you do not need to do anything.

Once you’ve done this for each SKU, then you should see a populated grey table reflecting the information that you’ve just inputted. Now, select “Continue”

4. Submitting the Return

Here it shows you the data of the order and it includes what was returned. In the section titled “Restocking Processed” you will see 7 columns:

SKU: The SKU of the returned item.

Description: A quick description of the product.

Items & Quantities Received: The quantity of the SKU returned to your warehouse.

QTY-GOOD: The number of items returned to your warehouse in good condition.

BIN: The put away bin for the good condition items.

QTY-HURT: The number of items returned to your warehouse hurt.

HURT BIN: The bin for the hurt items.

In this scenario, the items happen to have locations already, so everything looks good. You can also change the bin destination or create a new bin if you would like to return the item to a different bin. Lastly, there is section to add comments.

Once everything looks good, press the “Submit” button and you are good to go.

Thank you for using Shipedge.

 


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