> For the complete documentation index, see [llms.txt](https://support.ordereazi.com/central/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.ordereazi.com/central/warehouse-management/inbound/client-returns.md). # Client Returns Record stock a client sends back, scan each item into good, faulty, or damaged stock, and finalise or close the return. When a client sends stock back, you need to know what came in and what state it's in before anyone decides on a refund. **Client Returns** in OrderEazi records each return with an RMA number (the return's ticket number, such as RMA000058). Your warehouse team scans every item into good, faulty, or damaged stock. ### Before you start **Permissions:** Each of these is in the **Warehousing** permission group: * **View and approve Client Returns (Credit Notes):** You can see the list of returns. Despite its name, it doesn't approve anything. * **View, create and process Client Returns (Credit Notes):** You can create a return, change it, and scan its items. * **View, create, approve, edit and close Client Returns (Credit Notes):** You can also finalise and close a return. Give it to whoever signs off returns. * **View and Use as Administrator** or **View and Use as Manager:** You can do everything on this page. **Return bins:** The returning warehouse needs its **Returns** area with **R-Good-Bin**, **R-Faulty-Bin**, and **R-Damaged\_WriteOff-Bin** under it. Every new warehouse comes with them. See [Warehouses](/central/warehouse-management/management/warehouses.md). **Settings:** **Use Simple Client Returns**, in [Warehouse settings](/central/warehouse-management/warehouse-settings.md), changes how items are scanned. See [How simple client returns work](#how-simple-client-returns-work). ### How to create a client return 1. In the warehouse menu, select **Inbound** > **Client Returns**. 2. Select **Create**. 3. Enter the **Reference Number**, such as the client's return reference. 4. If you know the Rand value of the stock coming back, enter it in **GRV Rand Value**. 5. Start typing the **Customer**, and choose the client from the list. 6. Choose the **Returning Warehouse**, where the stock comes back to. 7. Start typing the **Sales Representative Name**, and choose them from the list. 8. Tick **Stock at Received Warehouse?** if the stock has already arrived. 9. Select **Submit**. You'll see "The client return with ticket number \[ticket] was successfully created", with the return's RMA number in place of \[ticket]. Write the RMA number on the returned boxes. If you see "The Customer could not be found.", start typing the client's name again and choose it from the list. ### How to process a returned item You can only process a return once its stock is in the warehouse. If **Stock at Received Warehouse?** isn't ticked, select **Update** in the return's row. Tick it, then select **Submit**. 1. In the return's row, select the gear, then **Process**. 2. Scan the return bin for the item's condition into **Condition**: **R-Good-Bin**, **R-Faulty-Bin**, or **R-Damaged\_WriteOff-Bin**. 3. Scan the item into **Stock Code**. Each scan adds one unit, or a whole pack for a pack barcode. To type a code instead, select **Manually Add**. 4. If the item has a serial number, enter it when you see **Serial Required**. 5. For a faulty item, when you see **Paper Work Required!**, select **Yes, I have** if the client sent paperwork for the fault, or **No, I have not**. 6. Scan the next item. To change its condition, scan another return bin first. The items appear under **Good Stock**, **Faulty Stock**, and **Damaged Stock**, with the **Total Stock Scanned**. A faulty item without paperwork shows "(No Paperwork)". To move an item to another condition, select **To Good**, **To Faulty**, or **To Damaged** in its row. To take an item off, select **Remove**. If you see "Please scan correct corresponding returns bin", you scanned the wrong bin. Scan one of the three return bins. **Example:** A client returns 12 lanyards on RMA000058. Of these, 10 are fine and 2 have broken clips. You scan R-Good-Bin once, then scan a lanyard 10 times. Then you scan R-Faulty-Bin, scan a lanyard twice, and select **Yes, I have**, because the client sent a note about the clips. #### How simple client returns work With **Use Simple Client Returns** on, you don't scan a bin: 1. In the return's row, select the gear, then **Process**. 2. Start typing the product in **Stock Code**, and choose it. 3. Choose its condition: **Good**, **Faulty**, or **Damaged**. 4. Enter how many units came back in that condition. The item is added to the matching table. ### How to finalise a return When every item is scanned, select **Finalize**. You'll see "RMA has been successfully finalized!", and the return's status changes to **Finalized**. **Stock:** The stock is added to the return bin for each condition: good stock to **R-Good-Bin**, faulty stock to **R-Faulty-Bin**, and damaged stock to **R-Damaged\_WriteOff-Bin**. **Faulty and damaged stock:** Each faulty or damaged line also creates a query, so someone can follow it up. To move good stock back onto the shelves: 1. In the return's row, select the gear, then **View RMA**. 2. Select **Create Movement**. ### How to close a return Close a return that won't be processed, such as one the client cancelled. 1. In the return's row, select the gear, then **Close**. 2. Choose a reason. The list comes from [Reason Codes](/central/warehouse-management/management/reason-codes.md). 3. Enter the reason's details, and confirm. You'll see "Return Closed!", and the return's status changes to **Closed**. Stock doesn't change. ### What Client Returns does not do * **No Credit Note:** Finalising a return doesn't create a Credit Note, change the project, or send anything to your accounting system. Raise the Credit Note from the project, in OrderEazi Central. * **No approval step:** There's no separate approval. Whoever finalises the return signs it off. * **Not linked to a Credit Note:** A client return isn't linked to a Credit Note raised on the project. Use the **Reference Number** to match them up. ### Related pages * [Warehouse roles](/central/warehouse-management/warehouse-roles.md): who sees Client Returns * [Reason Codes](/central/warehouse-management/management/reason-codes.md): the reasons for closing a return