what would be a good process for a return authoriz...
# ask-stanley-ai
m
what would be a good process for a return authorization where the resolution is to offer them a credit and they keep the item.
c
AI generated answer (using internal Slack threads):
****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ****** A good process for a return authorization where the resolution is to offer them a credit and they keep the item could be as follows: 1. Create a Shipping Cost item: This can be done by navigating to List > Accounting > Items > New. Select Other Charge: For Sale, name this Item (Ex. Shipping Cost), and under the Accounting tab, select an Income Account (Ex. Freight and Delivery). Click Save. 2. Process Return Authorization: Go to the Customer Record. Under the Sales tab > Transactions Sub tab, select the Invoice with status Paid In Full. Take note of the Shipping Cost in the Summary box or Shipping tab of the Invoice. Click the Authorize Return button, add the Shipping Cost Item, and manually enter the unit price equal to the Shipping Cost you noted earlier. Click Save. 3. Process Refund from the Return Authorization: Click on the Refund button and then click Save. In case the item is not to be returned (for example, it was destroyed in shipping), you can follow through with the standard bill credit and then do an inventory adjustment to remove the inventory. For approval workflows, you might want to consider using a Return Merchandise Authorization (RMA) to Vendor Credit process. This can handle the approval concept effectively. Remember, the key is to ensure that the process is transparent and efficient, and that it aligns with your company's policies and procedures.
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.849522352
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.829266191
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.827116847
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