Read this if: You need to create a return
Read this first: The lifecycle of a Sales Order
Here we’ll cover:
- Creating a return for products sold through TradeGecko
- Perform bulk actions for your Sales Order Returns
- Sending a return to a different stock location
- Creating a return for batch tracked variants sold through TradeGecko
To learn specifically how returns are processed with Shopify, click here.
Creating a Return for Products Sold Through TradeGecko
A Return can either be created for a Shipment or a Sales Order if they have been fulfilled. Once within a Shipment or Sales Order, the return process is the same.
In this example, we’ll create a Return for a Sales Order.
To create a Return, go to the Sales Order section. Click on the Orders section and select the All tab.
Click on the fulfilled Sales Order that you would like to create a Return for.
On the lower right-hand side of your page, you’ll see a Returns box.
You can either make a partial return by clicking on the “+ Manual” button or return the whole order by clicking the “Return All” button.
If you choose to partially return the variants in a Sales Order, you’ll need to indicate how many are being returned.
Fill in the return details and click the “Create” button.
Once you have created a Return the status of the Return will be changed to “Returning.” Stock levels will not be adjusted at this point.
To review your Returns, click into the Returns section from the Sales Orders section.
Once the returned goods have been shipped and received, you will be able to manually change the status of the Return from “Returning” to “Received” by clicking on the “Receive” button. Stock levels will be adjusted at this point.
If the payment for the Sales Order was made through TradeGecko Payments, you can learn how to process a refund through TradeGecko Payments here.
Perform bulk actions for your Sales Order Returns
If you have a lot of returned items to manage, here’s how you can do it in bulk.
Click on Sales Orders from the main navigation bar, and then 'Returns'.
Click on the checkbox next to 'Credit note #', and your bulk actions will show up. This selects all returning orders in your account. Hence, be sure to check the respective order syou want to perform bulk actions for if it's not all (see the example screenshot below).
From the drop-down, you can choose to:
1. Print/Preview/Download documents or
2. Bulk Receive all orders reflecting the 'Returning' status.
Sending a Return to a Different Stock Location
Returns don’t always have to be sent back to their point of origin. One of the reasons you may want to do this is to quarantine products for inspection prior to adding them back into your sellable inventory or writing them off.
If you’d like to create a “quarantine” location in TradeGecko, simply go to the Settings section and add a new location via the Company Details section and title it “Location A-Quarantine” or “Location B-Quarantine.”
Go to the Shipments section and click on the shipment or Sales Order that you’d like to create a return for.
Within the Returns box located at the lower right-hand side, click either the “+ Manual” or “Return All” button to partially or fully return the shipment.
In this scenario, I’ll create a partial Return.
And change the “Return To” location to my quarantine location by selecting this location from the dropdown.
Click the “Create” button.
When you have received the returned order from your customer, click the Return in question and then click the “Receive” button.
The Stock will now appear at this location.
Both before and after you receive a Return, you will be able to preview a Credit Note for the items being returned. Please note that this Credit Note is only intended for accounting sync purposes to Xero or QuickBooks Online. Here’s an example of what a credit note looks like:
You can also view a credit note by searching for the Credit Note number within the Sales Orders search field.
A Sales Order with that Credit note will appear.
If you click on this Sales Order you will be able to view the Credit Note within;
Creating a Return for Batch Tracked Variants Sold Through TradeGecko
A Return can either be created for a Shipment or a Sales Order if they have been fulfilled. Once within a Shipment or Sales Order, the Return process is the same.
In this example, we’ll create a partial Return on a Sales Order.
To create a Return, go to the Sales Order section. Click on the Orders section and select the “All” tab.
Click on the fulfilled Sales Order that you would like to create a Return for.
On the lower right-hand side of your page, you’ll see a Returns box.
You can either make a partial return by clicking on the “+ Manual” button or return the whole order by clicking the “Return All” button.
If you choose to partially return the variants in a Sales Order, you’ll need to indicate how many are being returned.
Fill in the Return details and click the “Create” button. At this point, you’ll need to indicate which batch the variants are being returned to (note that only the batches sold in the Sales Order will be selectable). Click the “Create Return” button.
Once you have created a Return the status of the Return will be changed to “Returning.” Stock levels will not be adjusted at this point.
To review your Returns and receive them at a later date, click into the Returns section from the Sales Orders section.
Once the Returned goods have been shipped and received, manually change the status of the Return from “Returning” to “Received” by clicking on the “Receive” button. Stock levels will be adjusted at this point.
If the payment for the Sales Order was made through TradeGecko Payments, you can learn how to process a refund through TradeGecko Payments here.