Step 1 - Open the delivery module
First, open the Sorting and packing tile. Within this tile, you will find all functionalities related to sorting, stock management and deliveries.
On the left side of your screen, you will find the different modules, including the Delivery module. Under this button, you will find several options.
To return pallet(s), it is important to know which original delivery note belongs to the return pallet(s). You can easily check this by scanning the pallet barcode(s) with the mobile app. The delivery note can then be found in the details.
Step 2 - Open Export
In the menu located under Delivery, you will find the item Export. This opens the screen with an overview of all delivery notes related to the export. You may need to adjust the period filter at the top to find your note.
Step 3 - Open Delivery Note Details
On the right side in the Actions column, you will find the blue Open button. Use this button to open the screen with the details of the delivery note.
You will only find the return button if your delivery note is completed.
Step 4 - Take Pallet(s) Back
You will find the Return button in the status box.
When you click on the Return button, you will get a new screen where you can make a selection from the pallet(s) that are being returned. Select the ones that are returning and press Save.
Afterwards, you will return to the details of your delivery note. Pallet(s) that have been returned will be marked with a return status.
Step 5 - Create Credit Note
If an order has already been placed, you will receive a pop-up message stating that the selected codes have already been invoiced.
When you go to the details of the order, you will see a dropdown menu with the option to credit return under the invoice button.
Only the pallet(s) you have marked for return will be visible on the credit note.