Overview
If the customer stock under the consignment or VMI sales scenario is not used for contract purposes (sold to third parties or consumed) and the customer has no further plans to use them, the customer is entitled to move the goods back to the company warehouse.
The customer requests the company to pick up the goods by specifying items and quantity ready for pick-up.
The company processes the request received from the customer in the system and verifies the data against the system data.
As a result of the process, a goods pick-up request from the customer is processed.
Process goods pick-up requests from customers flowchart
How to receive and assess goods pick-up requests from customers
1. Receive a pick-up request from the customer.
2. Review the items and quantity ready for pick-up. Assess the reasons.
3. Initiate a dispute with the customer if data needs to be clarified.
4. Use any communication tools: phone, email, mail, a self-service portal, or interfaces with external systems.
5. Record the communication in Business Interactions.
How to create goods pick-up requests from customers
Paths
| Path | Sales → Sales management → Goods return requests |
|---|---|
| In-app link EN code |
e1cib/list/Document.RequestForReturnOfGoodsFromCustomer
|
| In-app link RU code |
e1cib/list/Документ.ЗаявкаНаВозвратТоваровОтКлиента
|
Common scenario
1. Go to Sales and then click Goods return requests under Sales management.
2. Click Create → Consignment pick-up request or Create → VMI pick-up request.
Paths
| Path | Sales → Sales management → Sales documents (all) |
|---|---|
| In-app link EN code |
e1cib/app/DataProcessor.LogOfSalesDocuments
|
| In-app link RU code |
e1cib/app/Обработка.ЖурналДокументовПродажи
|
With reference to consignment stock fill-up
1. Go to Sales and then click Sales documents (all) under Sales management.
2. Find and select the document that contains information about the goods put away previously and to be picked up now from the customer.
3. Click Generate → Sales return request.
The system will automatically:
- Create a new document.
- Copy header and line item data from the reference document.
How to fill header data in goods pick-up requests
1. Go to Sales and then click Goods return requests under Sales management.
2. Open the Consignment pick-up request document, click the Main tab.
3. Select a Company, a Customer (agent), a Counterparty (agent), Terms of sale, a Contract, and a Warehouse.
4. Click the More tab.
5. Select the Business transaction relevant to the case.
6. Fill the Requested delivery date.
7. Fill other required fields.
How to fill line item data in goods pick-up requests
1. Go to Sales and then click Goods return requests under Sales management.
2. Open the Consignment pick-up request document, click the Goods pending return tab.
3. Click Fill → Select customer stock.
4. Select one or several lines, enter the quantity sold in the Selected quantity field, and Add to document.
The system automatically fills the Price column with the prices according to the Price type set in the Contract.
5. Check the information against the request received.
Receive unusable goods
1. Click the Goods pending return tab.
2. Click Return nonconforming products.
3. Select another quality Item and Variant to receive.
4. Post the document.
How to submit goods pick-up requests
1. In the Consignment pick-up request document, set the Pending approval status.
2. Post the document.