TOTECS Forums
New Feature - Returns Authorisation
Author Kasia
May 18 2015 @ 05:02 PM
May 18 2015 @ 05:02 PM
Thread We are considering developing a returns module to help streamline the returns process and to clearly define a returns policy for our clients.
Most wholesale distribution businesses have a process whereby customers can return faulty or damaged goods on warranty or return products they accidently ordered in error or products that were shipped in error. These are called Return Authorisation requests (RAs). The Returns Authorisation Officer (RAO) is the person in the business who vets the incoming RAs and determines if the RA is authorised and if so, notifies the customer and actions the RA in their ERP system.
Requirements
Develop an electronic RA process into TOTECS whereby the lodgement of RAs can be performed either in a CMS website or the Trade Interface (Phase 1). Then, develop an Admin Centre Feature that allows the RAO to assess and process RA items which thus generates an electronic Credit Note for selected items submitted via the Connector.
Phase 1:
Develop a Return Authorization Basket Feature whereby products can be added to the RA basket from an RA Quick Add Form. Each RA basket can have its own header description. The process should work as follows:
- The user browses to a Returns web page which displays a list of current open RAs.
- Optionally there is an RA History button that would go to a page that lists historic RAs.
- The user either selects an open Returns Basket or clicks on the New Return button and optionally sets a Descriptive label for the RA.
- The RA Edit screen displays show an Add Product text box. The user adds the product into their RA basket by entering the product code.
- Once all items are added to the RA, the user clicks on Send RA
- The RAO receives an email notification and processes it.
TOTECS Marketing and Communications Specialist
Most wholesale distribution businesses have a process whereby customers can return faulty or damaged goods on warranty or return products they accidently ordered in error or products that were shipped in error. These are called Return Authorisation requests (RAs). The Returns Authorisation Officer (RAO) is the person in the business who vets the incoming RAs and determines if the RA is authorised and if so, notifies the customer and actions the RA in their ERP system.
Requirements
Develop an electronic RA process into TOTECS whereby the lodgement of RAs can be performed either in a CMS website or the Trade Interface (Phase 1). Then, develop an Admin Centre Feature that allows the RAO to assess and process RA items which thus generates an electronic Credit Note for selected items submitted via the Connector.
Phase 1:
Develop a Return Authorization Basket Feature whereby products can be added to the RA basket from an RA Quick Add Form. Each RA basket can have its own header description. The process should work as follows:
- The user browses to a Returns web page which displays a list of current open RAs.
- Optionally there is an RA History button that would go to a page that lists historic RAs.
- The user either selects an open Returns Basket or clicks on the New Return button and optionally sets a Descriptive label for the RA.
- The RA Edit screen displays show an Add Product text box. The user adds the product into their RA basket by entering the product code.
- Once all items are added to the RA, the user clicks on Send RA
- The RAO receives an email notification and processes it.
TOTECS Marketing and Communications Specialist