05/11/2021 Author J Haller
James Clarke will process returns for us for customer change of mind/cancellation. If the return is warranty then please raise the return yourself.
The customer must ensure that the SR number is put on the package when returning the item – otherwise we will be unable to identify.
*Check with relevant department as to which warehouse we should be using for goods to be returned to.
- Sales Order Intake Workbench
- Select New Order
- Input Business Partner
- Input Sales Office
- In Order Type Select SRT
- Input customer order number
- Under General Tab at top of page: -
- Top Right-Hand side under Returns: -
- Original Document Type – Select Order
- Original Document No – Input Original Sales Order Number
- WHEN BOX APPEARS SAYING ‘OVERWRITE ORDER DEFAULTS FROM ORIGINAL ORDER’ SELECT NO
- Return Reason Code – Must select from the options given
- Reason – Must select from the options given
- Top Left-Hand Side Under Shipping
- Delivery Service – Select from options given
- When complete go back into Order heading
- Select Actions (on top of page, second last tab)
- Select “copy from original document.
- When asked to ‘select lines from history’ select yes
- It will then give you the items from the original order – select relevant item
- Details should appear at bottom under Order Lines
- Change warehouse to 100/2023 (Quality check before goods are booked back into stock) (unless its for Sensor)
- Check that the line matches the goods to be returned.
- Save Order
- Approve Order
- Print order – save a copy.
Open a new email and send a copy of the SRT to the appropriate department for collection. Give customer the SRT number for their return (this must be included with the consignment)
- Please notify the customer they will be refunded after the unit has been tested (and not on receipt of the parcel).
A further list of warehouses can be found below-
