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Create a customer return

Create a customer return without a job or sales order, add client assets or items, set the stock location, and book returned items into stock.

Always create the return from the Job/Sales Order for the best tracing. However, if you do not have one, as it was not processed initially in Zigaflow, use this method.

Start a new customer return

1. Click "Go To"

Zigaflow Dashboard with the Go To menu highlighted in the top navigation bar, above the Recently Created Quotations list

2. Click "Customer Returns"

Navigation dropdown menu over the dashboard with Customer Returns highlighted between Contracts and Stock

3. Click "New"

Customer Returns board with Draft and Sent columns, the purple New button highlighted at the top of the left panel

4. Select the customer

Customer Return form with a customer selected in the Customer field and a green Saved confirmation at the top right

Add client assets

5. To return an item that is in their client asset list (it must have a serial number), click "Add Client Assets"

Items tab of a customer return with the green Add Client Assets button highlighted above the empty line items table

6. Click "Add" on the desired item

Asset list with On-Site items and Live Contracts column, the Add button highlighted on the first item's row

7. Click "×"

Asset list with Location, Start Date and Live Contracts columns, close × button highlighted in the top-right corner

Add items without serial numbers

8. For items that do not have a serial number, click "Add Items"

Items tab section with the purple Add Items button highlighted, next to Add Client Assets and Add One-Off buttons

9. Enter the quantity

Item list with quantity field set to 10 highlighted beside the purple Add button, entering quantity for a customer return

10. Click "Add"

Product list with quantity set to 2 on one row and its purple Add button highlighted to add the item to the customer return

11. Click "×"

Product search window with Cost, Price, Quantity and Add columns, with the close "×" button highlighted at top right

Set the return location

12. To quickly set the return location, click "Apply"

Customer return items table with Return Location set to *PLEASE SELECT* and the Apply dropdown button highlighted

13. Click "Stock Location"

Customer return item list with the Apply dropdown open and the Stock Location option highlighted to set return locations

14. Select the location

Apply Stock Location dialog with the New Stock Location dropdown open and the London option highlighted for selection

15. Click "Apply Stock Location"

Apply Stock Location dialog with London selected as New Stock Location and the Apply Stock Location button highlighted

Book the items into stock

16. Set the status to " Received".

This books all the items into the inventory/stock

Customer Return Draft status menu open with Received highlighted under Change Status To, booking items into stock

Learn more: stock management in Zigaflow

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