It is sometimes necessary to process returns or claims when you visit a store. It is important to do this on the app as this allows head office to be aware of and keep a record of what claims have been checked and verified.

New Returns

Capturing a claim and return can be done from 3 places.

1. On the home screen you can simply tap on “**Return”** if you want to create a return.

<aside> 💡 Returns are used when the stock is in a resalable condition and the client wants a refund.

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1. When Checked into a store you can click on “Return” at the bottom of the screen to navigate to the returns

1. You can also navigate to your claims list at any time from the main menu.

To do this simply tap the main menu Icon ≡ on the top left-hand side of the screen and select the “Claims and Returns” item from the menu.

From here you can tap on “Return” at the top of the screen and then click on “New Claim” at the bottom of the screen.

Capturing a Return

Once you have created a new return you can now fill in the details of the return and take the relevant photos. You need to complete all the steps below before the Submit Button turns green and you are able to submit the return. If the button is not green it means that there is some information that you have not yet entered.

1. Click the “Claim” button to upload a picture of the Claimed Items.
2. Click the “Expiration Date” button to upload a picture of the products Expiration date.
3. Select the “Other “button to take additional pictures. you can add as many as you need. To take additional pictures just tap the “Other” button again
4. Select the Principal of the Return
5. Select the store that made the Return from the dropdown. You can search for the store by entering the store name.
6. Enter the date of the Return by clicking the calendar Icon.
7. Enter the reason for the return e.g. First Grade Return.
8. Select Product Class
9. Type any comments you have about the Return
10. To add the detail lines of the claim tap “Add Product”. Repeat this step until you have added all the detail lines of the claim.
11. Cancel the Return Request
12. Send return request for approval

Return Approval Process

Once the return is submitted, it will be sent for approval:

• Pending Approval: The return will be marked yellow and show as wait.
• Rejected: The return will be greyed out and marked as rejected.
• Approved: A green “Complete” button will appear.

Re-enter all missing details and then submit the return.

<aside> ⚠️ Note that you cannot modify a claim after submitting it, you need to be 100% sure that the claim is correct before

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1. Once you are finished with the claim you can tap “Submit”. This will complete the claim and if necessary send a notification to operations that the claim is to be collected.
2. Click cancel to discard your changes.
3. To add the detail lines of the claim tap “Add Product”. Repeat this step until you have added all the detail lines of the claim.
4. Type any comments you have about the Claim