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How to Create Returns

Create returns for consignments or other reasons

Brenda Beckham avatar
Written by Brenda Beckham
Updated over a week ago

An Overview of Returns

After shipping your order to your customer, you can create a "return document" to keep track of items being returned by your customer and check in those items to stock (increasing your stock levels). Although return documents are most common for consignment sales, they can be created for any type of sale.

Creating a Return

To create a return, open the order you want to create a return for, and then follow the steps illustrated below:

A few things to note when creating a return:

  • You can select the warehouse you wish to ship the returned product to

  • You can also select a return reason and sub reason, although they are both optional

  • You can create a credit note for a return while creating it or once you are done creating the return. Either way is fine.

  • You can perform a partial or full return. Partial return means not all the items in the order were returned. For example, you shipped 3 products but the customer returned only 2. You can input the returned quantity. Full return is the other way around.

Checking In Returned Items

Once you've created a return, you will want to update your stock level by checking in the returned item. The process is illustrated below:

Return Address

You may be wondering which address the products customers return get shipped to. The simple answer is the delivery warehouse address. By delivery warehouse, we mean the warehouse from where the items in the sales order were shipped.

This:

Exporting Returns as Excel/CSV

You can easily pull all the returns for a certain period and export them as an Excel/CSV file. For example, you can pull all the returns for July and August and export them.

To do so, navigate to Order Management >> Returns. Filter for the dates you have in mind and export:


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