Part Return Process
Add a Return Tag to the Part
From within an estimate, select the + icon on the part line item of the part that you’d like to return. Add a new tag called Need to Return.
Check out our help article Add Tags to an Order for more information on creating and using tags.
Add a Parts Return Service
Add a new service to the estimate called Parts Return Service. This new service will hold your part return so that the return can be documented and the return task can be assigned to a technician.
Set the Parts Return Service to hidden by selecting the … ellipsis and Hide from Customer. Setting the service as hidden will remove it from the customer’s view of the estimate and invoice.
Title the labor line Process Return and assign someone in your shop to the return. Create a new labor rate called Returns with a labor rate of zero so that there is no additional labor cost added.
Pro-Tip: Save this service as a canned service to make all future part returns move a lot quicker. Some of our shops even add additional return instructions in the notes of the Parts Return Service so that all shop employees know just what to do when processing a part return.
Move the Part to the Hidden Service
Click and drag the part to the hidden Parts Return Service. Now that it has been removed from the visible service, you can invoice, accept payment, and complete the order process with your customer.
Process the Return
Go the the Parts Workflow page. Quickly identify the part by the Status (the Need to Return tag).
After you’ve processed the return with the vendor, change the tag from Need to Return to Returned.
After processing the return, we recommend going back to the work order to add a note to the Parts Return Service including confirmation numbers, vendor credits, and any other return information that should be documented.
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