Returns

  • Updated

The Returns feature allows communities to maintain accurate receiving records. By marking delivered items as returned or correcting quantity errors. 

Additionally, with the Return New Items setting enabled. Returns can be recorded for items that were just delivered but have not yet been officially received in the system. 

To activate these features, please contact your Customer Success Manager.

Crucial Note: Marking an item as returned is for receiving accuracy only within Unimarket. This information is not sent to the supplier. Always reach out to the supplier separately to process the physical return of goods.

 

Prerequisite and Key Warning

RequirementAction
Feature EnablementTo enable the Return and/or Return New Items features, please reach out to your Customer Success Manager.
System WarningMarking an item as returned is for receiving accuracy only in Unimarket. Information is not sent to the supplier. You must reach out to the supplier separately to process the physical return of item(s).

Key Features

  • Quantity Correction: Allows modification of the received quantity if an error was made during initial receiving.

  • Return New Items: When enabled, allows recording returns for items that were just delivered but have not yet been marked as received, in Unimarket.

  • Availability: The Returns function is available for line items with Open or Closed receiving status.

 

Returning Items with Open Receiving

This procedure is used for items where receiving is currently Open.

StepActionNotes
1. Access ReceivingGo to Marketplace module > click Transactions > select Receiving. 
2. Initiate ReturnLocate the desired line item of the specific order > select Receive.A pop-up window will appear.
3. Select ActionIn the Action field, select Return. 
4. Choose Return TypeSelect the desired Return Type option.The number of options available (e.g., 2) is dependent upon the community settings.
5. Insert DetailsInsert the required information into fields marked with a red asterisk *Return Quantity, Return Action, Return Code.
6. CompleteClick OK. 

 

 

Optional: Manually Close Receiving after Return (Open Items)

After recording the return, the user may choose to close the receiving on the line item.

StepAction
1. Initiate CloseSelect Receive (again on the same line item).
2. Select ActionIn the Action field, select Manual Close.
3. Add NoteInsert desired message in the Note field.
4. CompleteClick OK.

Warning: By manually closing receiving, the user states they are done receiving and expect no remaining items. As a result, no invoice can be raised by the supplier against the order and may prevent invoices from matching.

 

Return Items with Closed Receiving

If the item's receiving status is Closed, it must be reopened before a return can be processed.

StepActionNotes
1. Reopen ReceivingGo to Marketplace module > click Transactions > select Receiving. 
2. Initiate ReopenLocate the desired line item > select Reopen next to the applicable line item. 
3. Add Note & CompleteA pop-up box will appear > insert the desired message in the Note field > select OK.Receiving is now Open for this item.
4. Initiate ReturnSelect Receive next to the line item. 
5. Select ActionIn the pop-up window, select Return in the Action field. 
6. Choose Return TypeSelect the desired Return Type option.Options available are dependent on community settings.
7. Insert Details & CompleteInsert the information in the required fields > click OK. 

 

Optional: Manually Closing Receiving after Return (Closed Items)

Follow the same steps as in Optional: Manually Closing Receiving after Return (Open Items) to manually close the receiving again after the return has been recorded.

 

Viewing Receiving History (Including Returns)

To review all receiving, return, and manual close actions for a specific line item:

StepActionNotes
1. Locate History IconClick on the icon    on the line item of the applicable order.This icon is located next to the line item in the Order view or Receiving screen.
2. Review DetailsA pop-up box will appear.This box displays the history, showing the Return and Manual Close entries, including any Notes provided at the time of the action.