Returns Management

Hey there! Welcome to our quick and easy guide on managing returns. Don't get grumpy—returns happen—and we've organized everything for you!

First things first — over on the sidebar, head to the Reports page.

Inside the management tools section, you’ll find Returns Management — go ahead and click on that.

Once you're in, you’ll see two tabs: Pending and Resolved.

Pending is where all your return transactions are waiting to be sorted out.

Resolved is where you can track all the returns that have been taken care of.

Need to find something fast? Use the Search bar,

or the Brand filter to narrow things down.

Want a fresh start? Just hit Reset Filter. easy.

Now, let’s talk about how to actually add a return to the Pending tab. Start on the Order page of the model you want to return. Click on In Warehouse & Reserved.

A pop-up will appear — click the + Add button to add a Serial Number to the order.

Type in the Serial Number,

hit Save, and you’re set!

Next step — click on Check Stock.

In the Stock section, hit Unreserve.

Another popup will show up — here’s what you do:

First, pick the Inventory Location where the item is headed.

Then, pop in the Serial Number you just added.

Now you have two choices: Flag Item for Inspection and Place back in Inventory.

If you pick Place back in Inventory, it just slides right back into its original spot, ready to go — hit Save, and you’re done!

If you Flag item for Inspection, it’ll go to the Returned Inventory page instead.

In that case, you’ll need to fill in a Reason for Inspection,

and the model’s Condition.

Once that’s done, click Save.

Boom! The order will now show up in your Pending tab.

Alright — now for the main event: resolving that return. In the Pending tab, find the order and click the right arrow button under Mark as Resolved.

A popup will appear with two options: No, Resolved only and Yes, Put Back

If you just want to resolve it and not return it to inventory, choose No, Resolved only.

Type in your Resolved Notes,

and hit Save. Done!

But if you want to put it back into inventory, choose Yes, Put Back.

Pick the Inventory Location,

and Storage Location for where it’s going.

If the model’s condition hasn’t changed, just fill in your Resolved Notes and hit Save.

If it has changed, you’ll need to fill out a few extra things:

Serial Number,

Cost,

Pictures,

And Description

Once you’ve got all that in, click Save.

And that’s it! Your return report will now move over to the Resolved tab. Smooth, right?

Thanks for hanging out — and hey, don’t forget: the returns process is easy once you know the flow. Catch you next time!"

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