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Customer returns

A return goes against what was dispatched​

A return records goods coming back from an order that has already dispatched. Only the dispatched quantity on a line can be returned — something picked but not yet dispatched isn't a return, it's an edit to the order.

Each line moves on its own​

A return can hold several lines, and each one walks its own path — so a single return can carry a restocked line, a scrapped line and a rejected line all at once. A line is requested when the return is opened, received once the goods are physically back, and then settles as one of restocked, scrapped or rejected. A line that never turns up can be cancelled while it's still requested.

The return itself is open until every line is settled​

The return reads open while any line is still awaiting receipt or a decision, completed once every line has settled, and cancelled if every line was cancelled.

Restock, scrap or reject​

  • Restock — the goods are sound and go back into stock, at the receiving site's returns location unless you choose somewhere else. On a warehouse with no returns location set, Yessort asks you to pick one rather than guess. Stock that lands in a returns location is not necessarily sellable straight away — see the returns location.
  • Scrap — the goods are accepted but not resaleable, so they're discarded. Nothing goes back into stock, because the original sale already took it out.
  • Reject — the return isn't accepted, and the goods go back to the customer.

When a credit note is raised​

Restocking and scrapping both raise a credit note; rejecting never does. Restock and scrap are both an acceptance of the return, whereas a reject sends the goods straight back to the customer. The credit value is fixed when the return is opened — from the price on the order line at that point — so editing the order afterwards doesn't move it.

A return changes the order's status​

As soon as a return exists against an order, the order's fulfilment status reads Returned. See the order statuses reference.

Refunds raised at the sales channel​

Where a refund is raised on the sales channel instead of in Yessort, Yessort mirrors it in as a return, credits it and puts any restocked stock back — without pushing a second refund out, because the channel has already refunded the customer.

What such a refund does to stock depends on whether the line dispatched as well as on the restock tick, and a line that never dispatched behaves differently again. See refunds raised in Shopify.

Bundles​

A return against a bundle opens against the bundle line, not its components. Restocking a bundle line puts the component stock back, and the credit raised is the bundle's own price.

note

Creating an exchange order from a return is coming soon. For now, credit the return and raise a fresh order.