3PL Warehouse Manager

Updated on August 11th, 2023

  • Extensiv Hub
    Popular Articles Getting Started Using Hub Technical Issues & FAQs Extensiv's Ideas Portal
  • 3PL Warehouse Manager
    Receiving Operations Inventory Management Shipping Operations System Configuration Scanning Operations Integrations Content Best Practice Resources Release Notes Popular Articles Troubleshooting Guides
  • Warehouse Management
    Getting Started Admin Console Shipping Order Picking & Packing Receiving Customer Portal Cycle Counting Kit Building Managing Users Barcode Scanner Import/Export Integrations Barcoding Wave Picking Bin Move Mobile Receiving and Picking Settings Popular Articles Reporting
  • Order Management
    Dashboard Orders Inventory Purchase Orders Shipments Customers Products Analytics Settings API API Integrations Accessing and Navigating Order Manager Error Messages Order Manager Popular Articles Accounting Integrations
  • Integration Management
    Getting Started with Integration Manager General Support Troubleshooting Extras & Addons API Documentation Popular Articles Order Sources Order Destinations
  • FAQs
  • Network Manager
    Getting Started Order Routing Management Technical Issues Shopping Carts Settings Settings, Products, and Orders
  • Billing Manager
    Getting Started Using Billing Manager
  • Release Notes
    Extensiv Sandbox Extensiv Extensiv Hub 3PL Warehouse Manager Integration Management Warehouse Management Order Management Billing Manager
  • Fulfillment Marketplace
    Getting Started
  • Sandbox
    Getting Started
+ More
  • Help Center
  • 3PL Warehouse Manager
  • Receiving Operations
  • Returns + Purchase Orders
  • Receiving Operations
    • Receipt Creation
        • Creating Receipts
        • Creating Receipts Manually
        • Importing Receipts
    • Receipt Management
        • Navigating the Find Receipts Page
        • Understanding Receipt Statuses
        • Generating Receipt Documents
        • Adjusting Receipt Charges
    • Returns + Purchase Orders
        • Creating Returns
        • Creating Purchase Orders
        • Entering Purchase Orders Manually
        • Importing Purchase Orders
        • Purchase Order Reporting Options
        • Managing Purchase Orders
    • Billing Best Practices for Receiving
        • Common Transactional Receiving Charges
        • Item-Based Handling Fees
        • Value-Added Service Fees
        • Initial Storage Charges

Creating Returns

Returns allow you to receive previously shipped items that were returned to your facility and add them back to your available inventory. One primary difference between a receipt and a return is the 'RMA #' field, which is the Return Merchandise Authorization number you receive from the party who returned the goods to your facility.

This article reviews how to create a new return in 3PL Warehouse Manager.

To create a return, you must have the following permission assigned to your user role: Inventory Module > Returns.

 

Navigate to Returns in 3PL Warehouse Manager, then continue reading below.

Step 1: Enter basic return information

  • To create a new return, click Create New Return. Under the 'Notification' tab, select the relevant Customer and Warehouse from the drop-down menus, then fill out any remaining fields that are relevant to the return.
  • While the only required field is 'Reference #', we recommend completing all relevant fields for full visibility and record-keeping purposes.

You can find all returns in the Find Receipts grid. We recommend having a naming convention specifically for returns to easily search for and find returns, rather than relying on the system-assigned transaction number or transaction date when searching.

Step 2: Specify returned items

  • Click the Line Items tab. If needed, select a relevant 'Supplier' from the drop-down menu.
  • To enter a line item, click New to open the Add New Line Item dialog, then fill out each field as necessary.
    Please note that SKU and quantity (# of UOM) are required fields. If you have track-by's required for the item, you must enter those as well.
  • If you have additional line items to add, click Add & New.
  • If this is the only SKU on the return, click Add & Close.
  • If you need to modify or delete a line item, select it from the grid, then click the appropriate action.
  • Ensure the Control Total and the Actual Total are equal.

Step 3: Generate charges and save

  • Click the Price & Confirm tab. Note that all associated charges must be first configured. Below is more information for each type of charge:
    • System-Calculated Handling: Configured on the item setup in the Storage/Handling Charges section; default rates set up in the Billing Wizard
    • Other Handling: Automatically populates with handling charges setup in the Billing Wizard under Per Transaction Billing Setup.
    • System-Calculated Storage: Split Rate for storage per UOM; configured in the Billing Wizard under System-Calculated Storage and Handling Charge Setup
    • Material/Special Charges/Freight Prepaid: All manual or automatic Returns charges set up in the Billing Wizard under Per Transaction Billing Setup
  • Auto-charges populate automatically. To add preconfigured manual charges, click the calculator icon to populate those charges, then enter the charge and click OK.
  • If you have relevant manual charges configured, you are required to calculate them before you can save the return. If for some reason you don't want these charges to apply, enter the charge as 0.
  • Once complete, click Save Changes. You can now find the return on the Find Receipts page.

Step 4: Confirm return

  • Once saved, the Manage Open or Existing Returns page displays. If needed, use the 'Print Transaction Record' and 'Attach Documents' functionalities before confirming.
  • To complete the transaction and confirm the return, click Enter Charges and Confirm Return.
  • Click Confirm at the bottom of the page, then click OK to confirm the charges are accurate.
yields generated generating revenue

Was this article helpful?

Yes
No
Share additional feedback about this article

Related Articles

  • Importing Purchase Orders
  • Bin-Picking
  • Release Information
  • Per Transaction Shipping Scripts

Not finding the help you need?

Contact Support
Solutions
  • Solutions for Brands
  • Solutions for 3PLs
  • Solutions for 4PLs
  • Solutions for B2B
Products
  • Extensiv 3PL Warehouse Manager
  • Extensiv Warehouse Manager
  • Extensiv Order Manager
  • Extensiv Integration Manager
  • Extensiv Network Manager
Products
  • Customer Success
  • Implementation
  • Consulting
Ecosystem
  • Fulfillment Marketplace
  • Integrations
  • Partners
  • Become a Partner
Resources
  • Resource Library
  • Blog
  • Market Insights
  • What is a 3PL?
  • What is a 4PL?
  • What is a WMS?
  • Why a Cloud-based WMS?
  • Glossary
Help
  • Help Center
  • API Documentation
  • Extensiv Univerisity
  • Community
  • System Status
  • Extensiv Logo
  • 100 N Pacific Coast Hwy, Suite 1100, El Segundo, CA 90245
  • |
  • Contact Us:
  • 83-EXTENSIV 888.375.2368 (main)
  • |
  • 310.844.7570 (local)
  • Copyright © 2023 Extensiv
  • |
  • All rights reserved.
  • Privacy Policy
  • |
  • Terms of Service
  • Follow Us:
Expand