Creation of return orders

The returns creation module allows you to generate new return orders from previously completed orders. This makes it easy to register returned products, reinstate them in inventory or manage replacements for the customer.

The functionality has two interfaces adapted according to the type of user:

1. Administrator (Admin): Desktop view with complete table of orders.
2. Warehouse Personnel (Staff)Mobile-optimized view with support for barcode scanning.

How to access the module

From the Administrator view

• Go to the section Returns from the main menu
• Click on the actions menu and select the option Create return

From the Staff view

• Go to the section Returns Process
• Select Create Returns

Search and filter orders

Before creating a return, you must first find the corresponding order.

Search bar

Both in Admin as in Staff, If you are using the search bar, you can use the search bar to locate orders using the following fields:

Field	Description
Tracking number	Shipment tracking number (default)
Customer	Client's name
Store name	Store associated with the order
Order ID	Internal order identifier
Identifier	Visible order identifier

Advanced filters

To apply additional filters:

1. Click on the filter icon.
2. Select one or more criteria.

Available options:

• Filters by category: Customer and Store
• Date range: Filter by date received (Received At)
• Return statusReturn status

Barcode scanning (Staff View)

The view from Staff allows orders to be found quickly by scanning.

1. Hardware scannerWhen scanning a code with a physical reader, the system will automatically search for the order using the tracking number.
2. Device cameraPress the button Scan tracking number to activate the camera and scan barcodes.

ℹ️ If the system finds a valid order, the return creation mode will open automatically..

Information displayed in order

Admin View (Table)

Column	Description
Order ID & Store	Order identifier and store name
Products	Quantity of products (Q), Total volume (V), Total weight (W)
Customer	Customer's name and address (State, Country, Postal Code)
Parcel	Carrier logo used
Dates	Dates received, created and completed
Shares	Button to start the return process

Staff View (Cards)

Each order is shown as a card that includes:

• Order identifier
• Store name
• Quantity of products
• Carrier logo
• Client's name
• Location (State, Country, Zip Code)
• Date of receipt
• Date completed (if applicable)

Process for creating a return

Selecting an order will open a modal with a guided three-step process.

Step 1: Select products to return

In this step all products included in the original order are displayed.

Information displayed by product by Product

Field	Description
Image	Product photo
Name	Product name
SKU	Reference code
Lot	Batch identifier (if applicable)
Quantity available	Maximum number of units that can be returned

Actions available

For each product you can:

1. Select product by checking the box.
2. Define the amount to be returned (maximum: quantity available)
3. Choose the action to be taken:
   • Inventory ReceiptThe product is returned to the warehouse inventory.
   • Change: A replacement product will be sent to the customer.
4. ReasonOptional field to document the reason for the return.

Products that have already been returned in previous returns will be disabled (quantity available = 0).

Multiple selection

You can speed up the process by using:

• Select allUse the checkbox in the header to select/deselect all available products.
• A counter of selected products to verify your selection.

Step 2: Select exchange products

This step appears only if the Change action was selected for a product.

Features

1. Search for products in the store's inventory.
2. Select replacement products.
3. Define the quantity to be sent.

Information displayed

Field	Description
Image	Product photo
Name	Product name
SKU	Reference code
Quantity available	Warehouse stock on hand
Quantity to be shipped	Units to be included in replacement shipment

Step 3: Confirmation

The last step displays a complete summary of the return before it is registered.

You will be able to review:

• Returned products
• Quantities
• Selected actions
• Replacement products (if applicable)

ℹ️ Before confirming the return, please carefully review the quantities selected and the action applied to each product to avoid errors in inventory or replacement shipments.