Overview
This scenario allows the customer or agent to return goods and materials that were not sold or used.
The company approves a customer request to pick up goods from its warehouse to approve the pick-up terms, the quantity of goods, to perform checks in accordance with the internal regulations of the company.
The company checks the received request against validity and delivery conditions. It is also necessary to verify whether the company's rules for picking materials from the customer are checked.
As a result of the process, a consignment pick-up request from the customer is approved.
Approve goods pick-up requests from customers flowchart
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
|
How to create and start approval process
1. Go to Sales and then click Goods return requests under Sales management.
2. Open the appropriate Consignment pick-up request document and click Approval at the top.
3. Click Create.
4. In the Business process document, describe what you need to approve in the Details field.
5. Specify the Approval due date.
6. Select the Priority.
7. Save the process.
8. Start the process.
How to review process flowchart
1. In the Business process document, click 
.
2. Review the process flowchart.
Note
The process includes the approval by the following roles:
- Approver of a consignment pick-up request
- Approver of logistics conditions
- Approver of financial conditions
- Approver of price conditions
Paths
| Path | Quick menu → Mail, tasks → My Tasks |
|---|---|
| In-app link EN code |
e1cib/list/Task.PerformerTask
|
| In-app link RU code |
e1cib/list/Задача.ЗадачаИсполнителя
|
How to change goods pick-up requests
1. Go to Quick menu and then click My Tasks under Mail, tasks. 2. Open the Task related to the process step. 3. In the Task document, describe the task deliverables or the current progress in the Results field. 4. Enter the Date of completion. 5. Click Completed.
Change the consignment pick-up request. See how to Process goods pick-up requests from customers.
How to release goods pick-up requests
The system will automatically set the status to Ready for fulfillment as soon as all parties approve the request.
Note
Alternative method:
1. In the Consignment pick-up request document, set the Ready for fulfillment status.
2. Post the document.
How to send confirmation to customers
1. Go to Sales and then click Goods return requests under Sales management.
2. Set the filter to show documents with the Pending fulfillment status.
2. Find and select the Consignment pick-up request document.
3. Click Print → Return request.
4. Send the confirmation to the customer.
5. Use any communication tools: phone, email, mail, a self-service portal, interfaces with external systems.
6. Record the communication in Business interactions.