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Returns

Return unsold items to the Vendor. Search for, Add, Cancel, Print and Email Returns

Updated over a year ago

Search for Returned Items

  1. Select the "Stock" admin tab

  2. Use the Status drop-down grey box on the bottom right to select "Returned"

  3. This will filter to show only returned items (These can be searched by name, description and contract number)


Return an Item

How to return an item:

  1. Select the Client you wish to return items to (Clients can be searched by name, email and phone number or filtered by tag on the right under the "Clients" tab)

  2. Select the "Consignments" tab.

  3. On the right of the screen click the "Return Items".

  4. Select which items to return, add a date and comments then select "Save".


Cancel a Return

  1. Select the Client you wish to cancel a return to (Clients can be searched by name, email and phone number or filtered by tag on the right under the "Clients" tab)

  2. Select the "Consignments" tab

  3. View a list of the Client's Returns on the bottom right. Select the Return you wish to Cancel from the list.

  4. Select the settings icon in the top right

  5. Select the white "Cancel Return" button that drops down

  6. Confirm by selecting the blue "Yes"

The Return will still be listed under "Returns" but its status will be changed to "Cancelled"


Print/Email Returns

  1. Select the Client you wish to print/email a return of (Clients can be searched by name, email and phone number or filtered by tag on the right)

  2. Select the "Consignments" tab

  3. View a list of the Client's Returns on the bottom right. Select the Return you wish to Print / Email from the list.

  4. Use the white buttons on the top right to "Print" or "Email" the return

  5. Confirm by following the pop-up box's instructions

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