Return Requests
Project managers have the ability to approve, reject, or adjust Return Requests submitted by a project manager, construction manager, general contractor, or technician.
Navigate to Return Requests
- 1. Expand ‘Return Management - Monitor’ category.
- 2. Click on ‘Return Requests’ from the navigation on the left hand side of the screen.
- 3. Select the dropdown to switch between markets.
- 4. Select the filter button to add filters views to the table.
- 5. Select a ‘Return #’ to view return receipt which includes packing slip details.
Full Kit Return Details
Full Kit Return details include the return request information summary at the top, followed by a digital view of the return order. Details include:
- Site ID
- SKU
- MFG Part #
- Description
- Condition
- BOM Quantity Deployed
- RMA Quantity
- BOM Asset Tag/Serial # Deployed
- RMA Asset Tag/Serial #
Standard Return Details
Standard Return details include the return request information summary at the top, followed by a digital view of the return order. Details include:
- Site ID
- SKU
- MFG Part #
- Description
- Condition
- Item Quantity
- Asset Tag/Serial #
Approving a Return Request
After reviewing the return details, select the ‘Approve’ button to approve the return request. Once a request is approved the contractor will then have the ability to schedule for drop-off and shipments.
After you have approved the request, you will be taken back to the ‘Return Requests’ table. A green confirmation banner will appear to acknowledge successful approval.
*Return will now move to Pending Returns
Rejecting a Return Request
After reviewing the return details, select the ‘Reject’ button to reject the return request. Once a request is rejected the contractor will then have the opportunity to modify the request and resubmit.
Provide a reason for why the return was rejected, then select the ‘Save’ button to confirm. Once a request is rejected the contractor will be required to cancel the RMA.
After providing the appropriate reason for rejecting a return request, confirm the decision by selecting the ‘Yes, reject’ or ‘Cancel’ button.
After you have rejected a return request, you will be taken back to the ‘Return Requests’ table. A green confirmation banner will appear to acknowledge successful rejection. Return status will reflect the rejected status.
Requesting an Adjustment
After reviewing the return details and an adjustment needs to be made to the return order, select the ‘Add Note’ button to provide a reason/explanation for what needs to be adjusted on the order. This will return the RMA to the GC for adjustment.
After selecting ‘Add Note’ button, complete the following to request an adjustment on the return request:
1. Provide a reason/explanation for what needs to be adjusted on the order.
2. The ‘Request Adjustment’ button will activate when a note has been provided for at least one return item. A return request cannot be approved once a note has been added.
After providing the appropriate reason for requesting an adjustment for a return request, confirm the decision by selecting the ‘Yes, submit’ or ‘Cancel’ button.
After you have requested an adjustment for a return request, you will be taken back to the ‘Return Requests’ table. A green confirmation banner will appear to acknowledge successful adjustment request.
