This guide explains how to reduce order items on customer returns. It is intended for general users.
If your system administrator has configured aACE a certain way, when a return comes from a customer, the system can automatically reduce order item quantities. This prevents a replacement shipment record from being created. Instead, creating and receiving the return shipment record will automatically update the original order record so the item quantities match the units the customer is keeping.
- Navigate from Main Menu > Order Management > Orders.
- Use the Quick Search bar to locate the original order.
Note: Closed orders must be re-opened before you process the return (Actions > Open Order). - Click the Management tab > Shipping & Receiving tab.
- Return all items — Click list-level Action (
) > Generate Incoming Return Shipment. - Return a single item — Click item-level Action (
) > Return Item.
- Return all items — Click list-level Action (
- At the Shipping Log module, review the incoming return shipment record:
- Remove any other items from the Packing List by clicking the Delete icon (
) for those lines. - Update the Quantity field to show the correct number of items being returned.
- Remove any other items from the Packing List by clicking the Delete icon (
- Click Save.
- At the Shipment Received confirmation dialog, click Not Yet.
This keeps the record in Pending status until the returned product arrives at your warehouse.
) > Generate Incoming Return Shipment.
) > Return Item.
) for those lines.
When the returned product arrives, your warehouse staff will locate the return shipment record and mark it as received. This will prompt aACE to reduce the quantity of that item on the order.
Manually Send a Replacement Shipment
If you wish to replace the returned items for an individual order, the simplest method is to generate a new order with the desired items, quantities, and prices.