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
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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:

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:

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
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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.

 

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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.

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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.

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Select a user guide to download

Forward Logistics
Full Guide

Reverse Logistics
Full Guide

Approving Returns User Guide

Customers with an urgent need after normal business hours please contact 866-775-4438 for service.