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Processing Customer Returns
Updated Oct 17

    Processing Customer Returns

    [ 1 Workflow Summary ] [ 2 Return from Customer Steps in WMS+ ]

    Warehouse staff use the Return from Customer screen in the Receiving module to process returned goods against SAP Business One Return Requests. The process involves verifying the return, scanning or entering batch details, setting the destination bin and completing the receipt. WMS+ posts the return to SAP Business One as a Return in the Sales module.

    Note: For details on pallet handling behavior and item type differences (batch-managed vs non-batch), see the Receiving and Inventory Intake Overview.


    Workflow Summary

    • Entry Point: Receiving → Return from Customer.

    • Source Document: SAP Business One Return Request.

    • User Role: Returns Processing Operator.

    • Outputs: SAP Business One Return, optional Crystal Report printout.


    Return from Customer Steps in WMS+

    Select Return Request

    From the Receiving menu, click Return from Customer.

    1c272d70-725d-4148-9ebb-97733d0a578e.png
    • Use the search bar to locate a request by customer name, store ID or location.

    • Apply filters by return date or warehouse if needed.

    • Select a request by clicking the tile (turns yellow) or use All → Next to select multiple requests from the same customer.

    Return Requests Doc Screen.png
    Return Requests Doc Filter.png
    Return Requests Selected.png

    Receive Item

    Scan the item’s barcode to go directly to the batch entry screen. Alternatively, click the item row to open the batch selection screen, then click the + icon to enter batch details manually.

    On the batch screen, enter:

    • Quantity.

    • Lot number.

    • Expiry and manufacturing dates.

    • Notes or free text (e.g. reason for return).

    Click Add to confirm.

    Scanned Barcode.png
    Add Batch Icon.png
    Add Batch Number.png

    Confirm Row Contents

    • After batch data is entered, WMS+ returns to the Row Detail screen.

    • Adjust the received quantity using the plus/minus controls if required.

    • Click Done to confirm. The row turns green once the receipt is successful.

    Line Detail Screen.png
    Line Detail Adjust Qty.png
    Successful Return.png

    Set Destination Bin

    • Click Next to open the Destination screen.

    • WMS+ suggests the bin based on default configuration or last location memory.

    • Confirm or update the destination bin.

    Destination Screen.png

    Complete Transaction

    • Click Complete to post the receipt.

    • A message appears: Transaction Saved.

    • Click Complete to finalize the trip.

    • Select OK to finalize the process.

    Transaction Saved.png
    Complete.png

    WMS+ posts a Return in SAP Business One linked to the original Return Request.

    Return Request Closed.png
    Relationship Map.png
    [ 1 Common Scenarios ] [ 2 Summary ]

    If a Crystal Report layout is assigned, WMS+ prompts the user to print. Click Done to return to the Receiving menu.


    Common Scenarios

    • Returns due to damaged goods at customer sites.

    • Expired or near-expiry stock returned from stores or distributors.

    • Incorrect items delivered and sent back to the warehouse.

    Summary

    The Return from Customer workflow allows warehouse staff to receive goods back into inventory against SAP Business One Return Requests. Users scan or enter batch details, confirm row quantities and assign a destination bin. Once confirmed, WMS+ posts the return to SAP Business One and prompts the user to print a Crystal Report layout if one is assigned.


    WMS+
    Results will update as you type.
    • Guide Overview & Structure
    • WMS+ User Guide
      • Overall Guide Introduction
      • I. Getting Started with WMS+: Core Concepts & Navigation
      • II. Receiving and Inventory Intake Workflows
        • Receiving and Inventory Intake Overview
        • Receiving from GRPO
        • Processing Customer Returns
        • Performing Inventory Adjustments IN
      • III. Inventory Movement & Management
      • IV. Picking & Outbound Staging Workflows
      • V. Direct to Store Delivery (DSD) and Mobile Sales Operations
      • VI. Production Management Workflows
    • WMS Admin User Guide
    • WMS+ Printing Events Guide

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