How to return the UoM items in HHT Android
Software Plan: Growth & Enterprise
Account Type: Seller Account, 3PL- aggregator account
Inventory Type: Non- Serialized
Feature Description
This feature simplifies the returns process for business-to-business (B2B) transactions and items sold in varying Units of Measure (UoM). Users can now easily manage returns of full or partial quantities, even when they don't match standard packaging units. Returns can be initiated and processed conveniently through the Android app or bulk import spreadsheets for larger volumes.
Use Cases
1. Full Return - Product Recall and Standard Inwarding
Business: A beverage distributor (Supplier A) sells bottled juice to grocery stores (Customer B).
Order: Customer B orders 20 cases of juice. Each case contains 10 individual bottles.
Problem: After the order has been delivered, Supplier A discovers a potential quality issue with the juice from a specific batch, prompting a product recall. They contact Customer B and requested the return of all 20 cases.
Customer Action (Full Return): Customer B agrees to the recall and prepares the 20 cases for return. Crucially, they return the juice in the original cases they received them in.
Supplier Action (Standard Inwarding with Original Packaging):
- Original Packaging (Case): Because all 20 cases are being returned intact, Supplier A can use the original case packaging for inwarding.
- Standard Inwarding Procedure: Supplier A receives the 20 cases and processes the return using their standard inwarding procedure for case-level returns. They scan the barcode on each case, which updates their inventory system.
- Inventory Update: Supplier A's inventory system is updated as follows:
- Outward inventory: 20 cases (200 bottles) initially shipped.
- Returned inventory: 20 cases (200 bottles).
- Net inventory adjustment: The inventory is restored to its original level before the order was shipped, with 20 cases now back in stock.
Seller Benefits:
- Simplified Logistics: Returning and inwarding the goods in their original cases significantly simplifies logistics. There's no need for repackaging, relabeling, or handling individual bottles. This saves time, labor, and packaging materials.
- Efficient Processing: Using the standard inwarding procedure for cases allows for quick and efficient processing of the return. Scanning the case barcodes is much faster than handling individual units.
- Accurate Inventory Reconciliation: Returning full cases ensures accurate inventory reconciliation. The system accurately reflects the return of the exact quantity of goods that were originally shipped.
- Cost Savings: Supplier A minimizes the costs associated with the return process by avoiding repackaging and complex handling.
- Maintaining Traceability: Returning goods in their original packaging helps maintain traceability. If the cause of the recall needs to be investigated, Supplier A can easily trace the returned cases back to the specific batch and production date.
2. Partial Return - Damaged Bottles and Alternative Inwarding
Business: A beverage distributor (Supplier A) sells bottled juice to grocery stores (Customer B).
Order: Customer B orders 20 cases of juice. Each case contains 10 individual bottles.
Problem: Upon delivery, Customer B discovers damage to some of the bottles in one of the cases. Specifically, 5 bottles are cracked and leaking.
Customer Action (Partial Return): Customer B initiates a partial return for the 5 damaged bottles. They inform Supplier A and provide evidence of the damage (e.g., photos).
Supplier Action (Inwarding with Alternative Packaging):
- Original Packaging (Case): Supplier A originally sold the juice in cases of 10. However, since only 5 bottles are being returned, the original case packaging is no longer applicable.
- Alternative Packaging (Inner Pack/Loose Units): Supplier A decides to inward the returned 5 bottles as loose units or using an "inner pack" if they have smaller packaging available. They record this in their inventory system as 5 individual units returned, not as half a case. This is crucial for accurate inventory management.
- Inventory Update: Supplier A's inventory system is updated to reflect the following:
- Outward inventory: 20 cases (200 bottles) initially shipped.
- Returned inventory: 5 individual bottles (recorded as "loose units" or "inner pack").
- Net inventory adjustment: A decrease of 5 bottles in the overall stock.
Seller Benefits:
- Accurate Inventory: By inwarding the returned goods using a different packaging type (loose units/inner pack), the seller maintains accurate inventory records. They avoid the error of trying to force the return into the original case structure, which would misrepresent their actual stock.
- Simplified Logistics: Handling 5 loose bottles is logistically simpler than trying to manage a partially filled case. It avoids the need to repackage or relabel the remaining bottles in the original case.
- Streamlined Accounting: The clear record of 5 individual units returned simplifies accounting and reconciliation processes. It makes it easier to track the value of the returned goods and issue appropriate credits or refunds to the customer.
- Flexibility: This approach provides flexibility in handling returns of varying quantities. Whether it’s 1 bottle or 9 bottles from a case, the seller can efficiently manage the return without being constrained by the original case packaging.
Workflow
Case 1: Fully Returned UoM Quantity
As you may see, an order has UOM case inventory ( 1 UoM Case = 20 qtys) and 20 quantities are to be returned in this order.
Please follow the steps to mark the order as returned using HHT Android.
Step 1: Open the Android app and go to Pending Returns
Step 2: Choose the entity through which you wish to search your order in Android HHT
Once the entity is selected, click Next
Step 3: Scan the UoM Code for the return.
The scanned UoM in the below image is the UoM Code of the Case in which the order was delivered to the customer.
Step 4: Choose the inventory type as "Good", "Damaged", "Repair" or "Fraud".
If you choose the inventory type as "Damaged", "Repair" or "Fraud" - the app will ask you to upload an image or a video. (Adding an image or video is not mandatory.)
If you choose the inventory type as "Good"- the quantity will be added to Good. You may click "Continue" to mark the items as returned.
If you choose the inventory type as "Damaged" and click "Continue", the app will ask you to select the reason.
Select the reason and slide right to mark the items as "Returned"
The system will review the details before finalizing the return. Select the return and click "OK"
The inventory has now been returned and the order has also been marked as Returned
You may now complete the Returns Putaway using the UoM Code in which you have received the return.
Case 2: Partially Returned UoM Quantity
As you may see, an order has UOM case inventory ( 1 UoM Case = 20 qtys) and 5 quantities are to be returned in this order.
Please follow the steps to mark the items as returned using HHT Android.
Step 1: Open the Android app and go to Pending Returns
Step 2: Choose the entity through which you wish to search your order in Android HHT
Once the entity is selected, click Next
Step 3: Scan the UoM Code for the return.
The scanned UoM in the below image is the UoM Code of the Inner Pack in case of partial return. ( UoM-2 = 5 Qtys)
In case you wish to return the items in the same UoM, you may scan the same UoM Code that is mentioned in the order.
If you scan the single SKU mentioned in the case or inner pack, all the items in the order will be converted to single SKUs/Eaches
Imagine a "case" containing 20 units of an "SKU". A customer wants to return only 3 of those units. Even if you scan the inner pack that those 3 units come in, the system will reject the return and show an error. This is because the case quantity (20) isn't evenly divisible by the number of units in the inner pack.Step 4: Choose the inventory type as "Good", "Damaged", "Repair" or "Fraud".
If you choose the inventory type as "Damaged", "Repair" or "Fraud" - the app will ask you to upload an image or a video. (Adding an image or video is not mandatory.)
If you choose the inventory type as "Good"- the quantity will be added to Good. You may click "Continue" to mark the items as returned.
If you choose the inventory type as "Damaged" and click "Continue", the app will ask you to select the reason.
Select the reason and slide right to mark the items as "Returned"
The system will review the details before finalizing the return. Select the return and click "OK"
The inventory has now been returned and converted into the Inner Pack
You may now complete the Returns Putaway using the UoM Code in which you have received the return.
Bulk Return Using Sheet
Step 1: Go to (+) icon > Add B2C Returns in Bulk
Step 2: Download the CSV Template.
Step 3: Fill in the mandatory columns in the sheet. (Mandatory columns are highlighted in yellow)
Step 4: Choose the file and click on Upload
Step 5: Go to the Import Section to check if the sheet is uploaded correctly.
You may now complete the Returns Putaway using the UoM Code in which you have received the return.
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