Handling Customer Returns with Replacement Items

For systems configured to replace returned products and to automatically generate shipments, creating and receiving a return shipment record will generate an outgoing shipment for the replacement items.

1. Navigate from Main Menu > Order Management > Orders.
2. Use the Quick Search bar to locate the original order.
   Note: If the order is closed, you must use the Actions options to re-open it.
3. Click Management tab > Shipping & Receiving tab > Order Item Actions () > Generate Incoming Return Shipment.
   
4. At the Shipping Log module, review the incoming return shipment record:
   • Remove any irrelevant items from the Packing List by clicking the Delete icon () for those lines.
   • Change the Quantity field to show the number of items being returned.
     
5. Click Save.
6. At the Shipment Received confirmation dialog, click Not Yet.
   This keeps the record in Pending status until the returned product arrives at your warehouse. 

When the returned product arrives, your warehouse staff will locate the return shipment record and mark it as received. This will prompt aACE to generate a replacement shipment for the order.

Manually Prevent an Outgoing Replacement Shipment

If you do not wish to replace the returned product, you can prevent the outgoing replacement shipment for an individual order. Before you create the return shipment record, you must manually update the original order record. Reduce the item quantity on that record to the number of units your customer is keeping. 

For example, suppose you originally shipped 25 units. However the customer will be returning five units and doesn't want them replaced. They would still be in receipt of 20 units. So you would reduce the original order's item quantity from 25 to 20 using these steps:

1. Navigate to the correct module and use the Quick Search bar to locate the original order.
2. At the detail view, re-open the order (as described above), then click Edit.
3. Adjust the order item quantity to reflect the number of units the customer is keeping.
   aACE displays a warning dialog asking if you want to change the new quantity back to the quantity already shipped.
4. Click No to keep the reduced quantity.
   
5. Click Save. 
6. Create the return shipment (as described above).

As an additional example, if the customer were to return all 25 units, you would reduce the item quantity on the original order to zero.