Initiate and manage part returns from a few places in Shopmonkey: from within an estimate, the purchasing returns page, a purchase order, and shop inventory.

From within an estimate, select the part line item of the part you’d like to return.

On the right-side panel, select Part Return.

Complete the fields in the Part Return Menu.

Select Save to save the return status.

On the right-side panel, the part will be updated to the new return status you selected. Select edit to make changes.

Manage returns directly from the Purchasing → Returns page.

Select the Purchasing icon from the left-side navigation bar. Select Returns.

View and manage parts with return statuses and previously returned parts.

Please Note: You can also return a part directly from the purchase order it is associated with.

Manage returns directly from your shop inventory in Shopmonkey.

Select the Inventory icon from the left-side navigation bar. Select Parts.

Select the … ellipsis on the part you’d like to return. Select Return.

Manage parts with a return status in the Parts & Tires Workflow → Part Returns page.

Update the tag to Returned or Refunded when the return is processed.

After processing the return, we recommend editing the part return note to include confirmation numbers, vendor credits, and any other return information that should be documented.

Still have questions? Feel free to reach out to us through the chat icon. Thanks for reading!