Page 1 Returns Receivings By MIS Department. Page 2 The Returns Process When a store or customer...
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Transcript of Page 1 Returns Receivings By MIS Department. Page 2 The Returns Process When a store or customer...
![Page 1: Page 1 Returns Receivings By MIS Department. Page 2 The Returns Process When a store or customer wants to return goods, they are supposed to contact the.](https://reader030.fdocuments.net/reader030/viewer/2022032802/56649e0d5503460f94af7239/html5/thumbnails/1.jpg)
Page 1
Returns Receivings
By MIS Department
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Page 2The Returns Process
• When a store or customer wants to return goods, they are supposed to contact the NY office and request a Return Authorization
• The A/R department creates a Return Authorization (RA) in the system, with styles, prices and quantities
• The customer ships the returned units to the Warehouse, which must receive them into the system
• Receiving can also be done without an RA as “Unauthorized.” NY can later match the RA to the received units
![Page 3: Page 1 Returns Receivings By MIS Department. Page 2 The Returns Process When a store or customer wants to return goods, they are supposed to contact the.](https://reader030.fdocuments.net/reader030/viewer/2022032802/56649e0d5503460f94af7239/html5/thumbnails/3.jpg)
Page 3
Enter your User ID and
Password here
Note: User ID and Password are initially assigned by MIS. You will be prompted to change it the first time you login. The password field IS case-sensitive.
Sign On
Press the Enter key to
proceed
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Page 4Welcome
Press Enter to proceed
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Page 5
Enter the Company number
Select Application
Enter the number for Return Authorizations in the menu (position # may vary)
Press Enter to proceed
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Page 6Return Authorization Main Menu
Type “1” for Entry functions and press
Enter
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Page 7Return Authorization Entry Menu
Type “2” for On-line R/A receivings
and press “Enter”
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Page 8Select Display Type
Type “1” to have the screen sized for an RF gun. Leave the field blank for a
PC display
The first time you use the RA application after logging in, you will see this screen:
Note: If you select the wrong display type, you can return to this screen using the F8 (Options) key from the next screen
Typing “1” will automatically move to the next screen; otherwise, press Enter
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Page 9Receivings Entry
Note: This manual assumes a scanner is attached to the terminal and uses the verb “scan” for entering data. However, without a scanner you may type in values listed under UPC codes in any field for which the manual says “scan.”
Scan the RA # - it will appear here
If you do not have an RA # for the returns, contact the NY office. You may still receive the returns. See “Unauthorized Returns”
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Page 10Unauthorized Returns
• If no RA has been entered, but the units have arrived at the Warehouse, contact NY and have them create an RA
• While NY is investigating, you may still receive the returned units as an Unauthorized Return using the process on the following slides
• Once you have finished receiving, NY can match the receivings to the RA they will create
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Page 11Create a Transaction
If you do not have an RA #, press the F13 key to create an Unauthorized
Return
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Page 12Transactions: Create or Edit
An Unauthorized Return will display “Unauthorized” on
each screen
For all NEW returns, press the
F13 key to assign a transaction #
To edit an existing transaction, type the transaction #
here
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Page 13Extra Fields Function
Type “1” to enter data in the Extra
Fields
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Page 14Enter Transaction Information
Enter as much data as you can here – it will help NY identify
the RA
Press Enter to update
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Page 15UPC Entry Function
Type “3” to begin scanning units
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Page 16Scan Prepack
Scan (or type the UPC of) the first
unit
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Page 17Prepack Scan Results
The style of the first scan appears in the
top left
Because it was a prepack style (PP) notice that 6 units were returned with
that single scan
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Page 18Example of an Open Stock (00A) Return
Scanned UPC appears here
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Page 19Open Stock Scanned
The style of the scan appears in the top left. Notice the
*N for 00A
Because it was 00A only 1 unit was
returned with that scan (6+1=7)
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Page 20Set Multiplier
Press F6 to change the multiplier. This will add multiple units with each
scan
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Page 21Change Multiplier
Enter the new multiplier number
(01-99)
NOTE: The multiplier does NOT reset to 01 after scanning. You must return to this screen to change the multiplier.
Also, when scanning Prepacks be sure that your multiplier reflects the number of PREPACKS you are scanning (not the
total units). VERY IMPORTANT!!!!
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Page 22Scan Multiple and Review
Notice the multiplier number of 10.
Scanning 1 (one) unit will add 10 to
the receiving
Press F7 to review what has been
scanned
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Page 23Review and Edit Receivings
Notice the multiplied
amount has been added
If you made an error, type “D” on the line and press Enter to delete it
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Page 24Receiving Deleted
The units have been deleted from the receiving
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Page 25Working with the Multiplier
Notice that the multiplier
STAYS after scanning
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Page 26Prepacks and Multipliers
Scanning a single 6-unit Prepack with multiplier set to 10 adds 60
to the receiving!!!
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Page 27Review Receiving
Notice the multiplied
amount has been added
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Page 28Balance (Update)
Balance means update
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Page 29Receiving Transaction Complete
After Updating the screen returns to Scan RA#. You may scan another RA or enter a
new transaction on the same RA
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Page 30Receiving Proof List
Balance will create a print file of the Receiving Verification Proof List
Print this document and send to NY
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Page 31What Happens Next
• Send the Receiving Proof List along with all other relevant documents (Freight bill, copy of RA, etc) to the NY office
• The received units are pending, and are not part of the Warehouse Locator system
• If the receiving was “Unauthorized” NY must create an RA and match to the receiving
• NY Office reviews the receiving, and credits the customer for the returned units
• Once the credit has been entered, the units are available in the Warehouse’s returns location and may be put away via the stock locator system
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Page 32Other Functions
• RA Inquiry
• Reprint an RA
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Page 33Return Authorization Inquiry
• Follow the directions on the next slides to search for an RA
• You may search by salesperson, by account or by RA number
• Return to the RA Main Menu
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Page 34RA Main Menu
Type “4” for Inquiries and press
Enter
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Page 35RA Inquiry Menu
Type 1 and press Enter
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Page 36Search for RA by Salesman
Type “S” on a line and press Enter to select
that salesperson
Pressing the F7 key allows you to search for a specific
RA#
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Page 37Search for a Specific RA#
The entire list of RA#s appears. Scroll down (Pg Down key) to find an RA
Type the beginning of an RA# here and press
Enter to skip down the list
“*” Means receivings have been entered for that RA
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Page 38Search for a Specific RA#
Type “S” on a line and press Enter to view that
RA
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Page 39RA Inquiry Details
Press F7 to see Credit Details
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Page 40Search for Credits
Click on a line in the CRD# column and press F6 to view the credit
inquiry
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Page 41Credit Inquiry Screen
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Page 42Other Searches
Pressing the F6 key allows you to search for RAs by customer
in a division
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Page 43Select by Salesperson’s Account
Type the beginning of an Account # here and
press Enter to skip down the list
Type “S” on a line and press Enter to select
that customer
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Page 44RA Search Matches
“*” Means receivings have
been CREDITED
Type “S” in the first field and press enter to view the RA
“**” Means the RA has
unauthorized credits
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Page 45Reprinting a Return Authorization
• Return to the RA Main Menu
• Select Option 3: Reports
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Page 46RA Reports Menu
Type “4” to Reprint an RA and press Enter
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Page 47Reprint an RA
Type the division number or press F21 to
select from a list
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Page 48Select Division
Type “S” in the S column next to a division and
press F2 to return to the Reprint screen
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Page 49Reprint an RA
Type the RA # here and press Enter to reprint