The Returns feature allows communities to mark items delivered (by the supplier) as returned and make changes to the received quantity, if an error is made.
Additionally, communities can record returns for items just delivered, but have not be marked as received (in Unimarket), by enabling Return New Items settings.
If communities would like to enable the Return and/or Return New Items features, please reach out to your Unimarket Customer Success Manager.
| Note: Marking an item as returned, is for receiving accuracy only, in Unimarket. Information is not sent to the supplier. Please reach out to the supplier to process return of item(s). |
Returns
Once the Return settings is enabled, users can return items that has Open or Closed receiving item(s).
Open Receiving Items
To return items for Open receiving items, go to Marketplace module > click Transactions > select Receiving.
The Receiving screen will appear > locate the desired line item of the specific order > select Receive.
A pop-up window will appear > in the Action field, select Return. Dependent upon the setting enabled by the community, the user may have 2 Return Type options.
Select the desired Return Type option > insert the information in the required fields marked with a red asterisk > click OK.
Upon completion, the user may desire to manually close the receiving on the line item.
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Note: By closing the receiving, the user is stating:
As a result, no invoice can be raised by the supplier against the order and may prevent invoices from matching. |
To do so, select Receive > a pop-up box will appear > in the Action field, select Manual Close > insert desired message in Note field > click OK.
To view the Receiving History for the line (including any returns), click on the icon on the line item of the applicable order.
A pop-up box will appear showing the Return and Manual Close, including any Notes provided at the time of Return and/or Manual Close.
Closed Receiving
To return the item(s) for closed receiving, receiving must be reopened.
To reopen receiving, go to Marketplace module > click Transactions > select Receiving.
The Receiving screen will appear > locate the desired line item of the specific order > select Reopen next to the applicable line item > a pop-up box will appear > in the Note field, insert the desired message > select OK.
A pop-up window will appear > Dependent upon the setting enabled by the community, the user may have 2 Return Type options.
Select the desired Return Type option > insert the information in the required fields marked with a red asterisk > click OK.
Upon completion, the user may desire to manually close the receiving on the line item.
|
Note: By closing the receiving, the user is stating:
As a result, no invoice can be raised by the supplier against the order and may prevent invoices from matching. |
To do so, select Receive > a pop-up box will appear > in the Action field, select Manual Close > insert desired message in Note field > click OK.
To view the Receiving History for the line (including any returns), click on the icon on the line item of the applicable order.
A pop-up box will appear showing the Return and Manual Close, including any Notes provided at the time of Return and/or Manual Close.