uniWIKI - User contributions [en]

Distribution Centre:Printing Credit Notes

2018-04-11T17:48:23Z

Barryf: Created page with "==Overview== This wiki will provide a clear explanation of the process to print completed credit notes (Invoices). This is important due to customers being unable to access t..."

==Overview==

This wiki will provide a clear explanation of the process to print completed credit notes (Invoices). This is important due to customers being unable to access their credit notes until such time as they have been printed.

===Process===

::1. From the '''"Warehouse / Returns Menu"''' type '''"20"''' and '''"Enter"''' to proceed to the '''"Work with sales orders / Header view"''' screen.

::2. Change user code under '''"Handler"''' to your own user code ('''EG: BARRYF''') and press '''"Enter"''' to filter visible credit notes.

::3. Type '''"13"''' and press '''"Enter"''' on the line next to the first invoice.

::4. Type '''"1"''' and '''"HANDLER CODE"''' on the two lines immediately next to '''"Handler"''' and delete any other fields of data with information.

::5. Press enter and ensure that the invoice date is showing as the correct date (MM/DD/YY) and the press '''"Enter"'''

::6. Ensure that the '''"Printer Queue"''' is listed as '''"RTNCOPIER"''', that the numbers of copies to print is 1, and that '''"Hold before print"''' and '''"Save after print"''' are both set to '''"N"'''

::7. Press Enter to print the invoices at the printing station and then once they have printed press '''"F5"''' in order to refresh the greenscreen and double check that all invoices have printed.

[[Category:Returns]]
[[Category: Printing Credit Notes]]

Distribution Centre:Inelligible for credit Items or no items credited

2018-04-11T17:21:28Z

Barryf: Created page with "==Ineligible for credit Items or no items credited== ===Overview=== This wiki will go over the process to ensure that customers are notified in a timely manner when an item..."

==Ineligible for credit Items or no items credited==

===Overview===

This wiki will go over the process to ensure that customers are notified in a timely manner when an item is ineligible for credit or all items on a claim have been refused. It will also ensure that in either of these cases that all staff are able to access the notes to find out why.

===Process===

::1. If a Returns staff member has processed a claim and it is determined that any items are ineligible for credit, then, notes are typed into the claim to indicate why no credit was given. A copy of the "Ineligible for Credit" form must be completed as well and put into the box with any items that are being returned to the store.

::2. From the Mochasoft Main Menu type '''"65"''' and '''"enter"''' to proceed to the "Reports and Labels Menu" Press '''"25"''' and '''"Enter"''' to proceed to the '''"Special Box Labels"'''

::3. Enter the relevant customer # below '''"Customer"'''

::4. Input the correct number of box labels to be printed and change the '''"Output Queue"''' to '''"L90BOX08A"''' (Or whatever the current name of the returns printer might be)

::5. Input the '''"Shipped from Whse"''' to "'''RET''' or '''MAI'''"

::6. Press '''"F2"''' to confirm that the address is correct - if so, press '''"Enter"''' to print your label.

::7. The box label number should be copied into the relevant hotline for easy access to the shipment information. Once this is done the box is to be brought over to shipping to be sent back to store.

[[Category: Returns]]
[[Category: Ineligible for Credit Items or no Items credited ]]

Distribution Centre:Handling Of Non-Hazardous Waste

2018-03-27T17:21:29Z

Barryf: /* Overview */

=='''Overview'''==

This document clearly identifies the steps to be taken for how to correctly dispose of non-hazardous waste.

===Process===

::1. A 10-yard lidded container for disposal of eligible non-hazardous waste product has been stored off site by waste management. Frequency of use will depend on product quantity determined by the returns department.

::2. When sufficient quantity of waste has been accumulated (3 skids) a call is to be placed to waste management '''(Builder's Direct) '''"KAYLA"''' @ '''1-800-963-4050''' to request a container drop-off at Unipharm.

::3. Products are to be evenly distributed within the container to ensure a balanced load.

::4. The container will be immediately filled when dropped off and another call placed to waste management to confirm pick-up.

::5. It is imperative that the container is taken away on the same day as drop-off. (FOR SECURITY REASONS) AS AGREED UPON BY EDWIN RIZARRI of waste management.

::::*'''Note:''' All Narcotics are to be shipped to Stericycle Inc. for disposal using the COS (Chain of Signature) method of shipment after obtaining the proper authorizations. (Please refer to Narcotic Destruction Protocol)

[[Category:Returns]]
[[Category:Handling of Non-Hazardous Waste]]

Distribution Centre:Handling Of Non-Hazardous Waste

2018-03-27T17:20:58Z

Barryf: Created page with "==Overview== This document clearly identifies the steps to be taken for how to correctly dispose of non-hazardous waste. ===Process=== ::1. A 10-yard lidded container for d..."

==Overview==

This document clearly identifies the steps to be taken for how to correctly dispose of non-hazardous waste.

===Process===

::1. A 10-yard lidded container for disposal of eligible non-hazardous waste product has been stored off site by waste management. Frequency of use will depend on product quantity determined by the returns department.

::2. When sufficient quantity of waste has been accumulated (3 skids) a call is to be placed to waste management '''(Builder's Direct) '''"KAYLA"''' @ '''1-800-963-4050''' to request a container drop-off at Unipharm.

::3. Products are to be evenly distributed within the container to ensure a balanced load.

::4. The container will be immediately filled when dropped off and another call placed to waste management to confirm pick-up.

::5. It is imperative that the container is taken away on the same day as drop-off. (FOR SECURITY REASONS) AS AGREED UPON BY EDWIN RIZARRI of waste management.

::::*'''Note:''' All Narcotics are to be shipped to Stericycle Inc. for disposal using the COS (Chain of Signature) method of shipment after obtaining the proper authorizations. (Please refer to Narcotic Destruction Protocol)

[[Category:Returns]]
[[Category:Handling of Non-Hazardous Waste]]

Distribution Centre:When to do a Vendor Return

2018-03-27T16:49:32Z

Barryf: Created page with "==Vendor Returns Protocol== ===Summary=== ::To ensure a consistent and efficient process by establishing a regular schedule of Vendor returns in accordance with company and V..."

==Vendor Returns Protocol==

===Summary===
::To ensure a consistent and efficient process by establishing a regular schedule of Vendor returns in accordance with company and Vendor policy.

===Criteria===

::1. Vendor's '''"A to Z"''' will be will be inspected over a three (3) month period to determine if a Debit note is required.

::2. The Vendors labeled as '''3''','''6''', or '''9''' months should be examined first as these vendors have a smaller window to send back eligible returns.

::3. The Vendors located at the '''"J"''' locations in returns are typically higher dollar value locations with straightforward returns processes that do not require an RA#.

::4. Any Vendors in a returns location where the location is full of items and a debit would need to be done to clear space.

::5. Any vendors that have not fallen into the criteria above should have a debit done for them within every '''"3"''' month window, provided the dollar value of said debit is >500$.

[[Category:Returns]]
[[Category:When to do a Vendor Debit]]

Distribution Centre:Processing Store Returns

2018-03-26T22:23:00Z

Barryf: /* Processing Store Returns */

==Processing Store Returns==

===Overview===
This wiki will explain how to process store returns to give credit.

===Process===
::1. Mochascreen main menu '''→''' Type '''2''' for Unipharm Extensions '''→''' Type '''1''' for VA Company (PRODUCTION) '''→''' Type '''50''' for Warehouse Menu '''→''' Type '''16''' for Returns Menu '''→''' Type '''10''' for Hotline Menu.
::2. Type Hotline# '''"000000"''' under '''"Inc no"''' and press '''Enter'''.
::3. Double Check Customer number and if the store is a Shareholder/Customer/Needs to be charged freight. '''→''' Press '''"F8"''' (Notes) for other details of this claim from store or customer service.
::::*'''Note:''' pay attention to this you little gaffer.
::4. '''F12''' to return to Hotline Header page
::5. Change the '''"Handler"''' from '''"RCVNGRP"''' to your name (EG: '''"Barryf"''') and change '''"Status & Type"''' of the claim from '''"NEW"''' to '''"WRK"'''
::6. '''F9''' to begin the credit and bring up the '''"Items"''' page.

::::*'''Note:''' If claim is a WEBCLAIM proceed to Step '''"A"''' if the claim is a MANUAL CLAIM proceed to Step '''"B"'''

::'''A.''' For a Webclaim proceed to sort out items that have been returned from store ensuring that quantities match amount on claim and prices match invoice.
::::*'''Note:''' If any pricing adjustments need to be done (as per invoice/notes) do this now. If any items must be removed from the claim (EG: Not eligible, Narcotic) do this now as well making sure to enter corresponding notes.

::1. On line '''"Item"''' scan the UPC number of the first product and upon hitting enter the screen will default to the corresponding line on the claim.
::::*'''Note:''' If a scanned item does not default to any of the lines on the claim it may mean that the store has not claimed that item or has incorrectly input the item#.

::2. Verify quantity is correct '''→''' Change the '''"Rsn"''' & '''"Disp"''' to relevant input. '''→''' Confirm that '''"QTY"''' is correct and press '''"Enter"''' to proceed to next Item/Line.
::::*'''Note:''' For Restocking Items use: '''"ORD"''' + '''"RTNSTK"'''
:::::: For Expired Items use '''"OOD"''' + '''"RTNVEN"'''
:::::: For Faulty Items use '''"FAU"''' + '''"RTNVEN"'''
:::::: For Exceptions made use '''"OTH"''' + '''"RTNVEN"'''

::3. Repeat the first two steps until all of the items have been input onto the claim. '''→''' Press '''"F7"''' (Create Orders)

::4. Change '''"RT"''' (Order Type) to '''"WR"''' (RT= Manual Return, WR= Web Return) and hit '''"Enter"''' to proceed

::5. Input accurate quantity then press '''"+"'' '''→''' Confirm correct '''"Zn"''' + '''"Location"''' (EG: 88 Mai-Rstk or Re-A011) and press '''"F8"''' to confirm line.
::::*'''Note:''' Press '''"F9"''' to refresh line and re-input information.

::6. Confirm correct number of item labels to be printed '''→''' Change "Output Queue" to "Insert Local label printer here" (EG: RETPRT0'''X''' → RETPRT0'''6''') and press '''"Enter"''' to begin printing labels. '''→''' '''"F12"''' once label has printed to proceed to next label.

::7. Once all labels have been printed press '''"F9"''' to bring up the order header page. '''→''' Copy the 6 digit claim number from the '''"Your order"''' Line and paste it into the line '''"Reference"'''

::8. Copy '''"Order number"''' from the top of the page and hit the following keys:
:::::'''"Enter"''' → '''"Enter"''' → '''"F12"''' → '''"Enter"'''

::9. Press '''"F8"''' to open notes '''→''' Press '''"F6"''' to enter new note '''→''' Paste copied Order number onto new note line and input Courier waybill# Press '''"F10"''' to input notes.

::10. Double check that all lines and notes on the claim are accurate and that if necessary the customer has been charged freight. '''→''' Press '''"F12"''' twice and change the status of the hotline from '''"WRK"''' to '''"CMP"'''

::'''B.''' For a Manual Claim consolidate all like items together and note quantities for input onto claim. Check notes for any special circumstances regarding items. (EG: No invoice/record of purchase, pricing to be determined by returns, etc.)

::1. Input '''"Rsn"''' for item being returned. (ORD, OOD, FAU, OTH, etc..) '''→''' Input '''"Disp"''' to match item reason. (RTNSTK, RTNVEN, CRNGR, etc..) '''→''' Scan item UPC code onto line '''"Item"''' and input quantity then '''"+"''' to confirm.
::::*'''Note:''' The correct unit of measure should be automatically input. '''IF''' this is not the case, change the U.O.M. to the correct size.

::::*'''Note:''' For Restocking Items use: '''"ORD"''' + '''"RTNSTK"'''
:::::: For Expired Items use '''"OOD"''' + '''"RTNVEN"'''
:::::: For Faulty Items use '''"FAU"''' + '''"RTNVEN"'''
:::::: For Exceptions made use '''"OTH"''' + '''"RTNVEN"'''

::3. Repeat the first two steps until all of the items have been input onto the claim. '''→''' Press '''"F7"''' (Create Orders)

::4. Ensure that '''"Order Type"''' is '''"RT"''' and hit '''"Enter"''' to proceed

::5. Input accurate quantity then press '''"+"'' '''→''' Confirm correct '''"Zn"''' + '''"Location"''' (EG: 88 Mai-Rstk or Re-A011) and press '''"F8"''' to confirm line.
::::*'''Note:''' Press '''"F9"''' to refresh line and re-input information.

::6. Confirm correct number of item labels to be printed '''→''' Change "Output Queue" to "Insert Local label printer here" (EG: RETPRT0'''X''' → RETPRT0'''6''') and press '''"Enter"''' to begin printing labels. '''→''' '''"F12"''' once label has printed to proceed to next label.

::7. Once all labels have been printed press '''"F9"''' to bring up the order header page. '''→''' Copy the 6 digit claim number from the '''"Your order"''' Line and paste it into the line '''"Reference"'''

::8. Copy '''"Order number"''' from the top of the page and hit the following keys:
:::::'''"Enter"''' → '''"Enter"''' → '''"F12"''' → '''"Enter"'''

::9. Press '''"F8"''' to open notes '''→''' Press '''"F6"''' to enter new note '''→''' Paste copied Order number onto new note line and input Courier waybill# Press '''"F10"''' to input notes.

::10. Double check that all lines and notes on the claim are accurate and that if necessary the customer has been charged freight. '''→''' Press '''"F12"''' twice and change the status of the hotline from '''"WRK"''' to '''"CMP"'''

[[Category:Returns]]
[[Category:Processing Store Returns]]

Distribution Centre:Processing Vendor Debits

2018-03-26T22:22:35Z

Barryf: /* Processing Vendor Debits */

==Processing Vendor Debits==

===Overview===
This wiki will explain how to create and process vendor debits to receive credit in 3 parts.

parts of a debit:
:Choosing a vendor to pick for Debit
:Debit Creation/Submission for RA# and Printing
:Completion of the debit and confirming the items/credit.

=== PART 1: Choosing a Vendor to do a debit ===
There are a few different criteria to look for when determining which debit to do next:

:A. Vendors labeled as '''3''','''6''', or '''9''' months should be examined first as these vendors have less time for eligible items to be sent back.

:B. Use Infonet (web browser) to determine which returns locations have the highest dollar value of product. These are the debits that will have the biggest dollar impact our inventory levels.

:C. Walk through the returns shelving aisles and look for any boxes that have an excessive amount of product inside or are near to being full.

:D. Returns '''"J"''' locations. These vendors often have pretty straightforward returns criteria and are both fast debits to do and high dollar value product.

:2. Once a suitable vendor has been determined you will need to open the corresponding '''"Vendor Returns Policies"''' (Excel Spreadsheet) and proceed to '''"PART 2"'''

=== PART 2: Debit Creation/Submission for RA# and Printing===

::1. Mochasreen main menu '''→''' Type '''2''' for Unipharm Extensions '''→''' Type '''1''' for VA Company (PRODUCTION) '''→''' Type '''50''' for Warehouse Menu '''→''' Type '''16''' for Returns Menu '''→''' Type '''40''' for Work with purchase orders menu.

::2. Press '''"F6"''' to create a new Debit '''→''' Type according Vendor number (Where marked '''"Supplier number"''') '''→''' Type '''"RT"''' (Where marked '''"Order Type"''') '''→''' Type '''"RET"''' (Where marked '''"Warehouse"''') '''→''' Press enter to create debit.

::3. Sort out all items belonging to vendor at desk / cart and consolidate all eligible partials to be added to claim.
::::*'''Note:'''Please be aware that this can only be done in cases where opened/partial bottles are allowed by vendor.'

::4. Type '''"1"''' on the top left field of debit lines '''→''' Press Enter to add a new Line.

::5. Scan Item UPC onto line marked '''"Item/Assortment"''' '''→''' type Quantity then the '''"+"''' key.
::a. In separate mochascreen (Returns Location Balance) confirm that quantity on hand closely matches amount in system inventory.
::::*'''Note:''' If the quantity on hand do not match what is in the system this could be an indication that there is an open debit for that vendor with said items on it.

::b. If quantities are acceptable press '''"Enter"''' in order to Auto-populate the '''"U.O.M."''' for the according item and submit the line onto debit.
::::*'''Note:''' In the case where a vendor requires '''LOT''' + '''Expiry'''
:::::Find the according line on the debit and type '''"7"''' the press '''"Enter"''' to enter the notes for that line. '''→''' Type '''"Lot:######## Exp: ##/####"''' and press '''"Enter"''' to confirm.

::6. Placed entered items into box and repeat this process until all the items are on the debit.

::7. Return to the '''"40"''' '''"Work with Purchase order"''' screen and find the debit memo you are working on. Once found input '''"7"''' next to debit and then press '''"Enter"''' to add notes to the Debit header. '''→''' Type the following into the provided notes area: '''"THIS IS NOT AN ORDER BUT A REQUEST TO RETURN OR DESTROY THE LISTED OUTDATES."''' '''→''' Press '''"Enter"''' to confirm.

::8. Input '''"8"''' next to the debit followed by '''"Enter"''' to bring up the debit address's screen.

::9. Input '''"1"''' next to '''"Dispatch"''' followed by '''"Enter"''' to bring up the address list. '''→''' Press '''"F4"''' to view the possible address's from the drop down menu. To choose one press '''"F12"''' and then input the correct '''"Address number"''' on the '''"Address number"''' line.

::10. Return to the '''"40"''' '''"Work with Purchase order"''' screen and input '''"11"''' to '''"Print"''' followed by '''"Enter"''' '''→''' Ensure that the fields on this page are as follows:

:Purchase orders
:Printer queue... '''"RTNCOPIER"'''
:Number of copies... '''"1"'''
:hold on spool file... N

::::*'''Note:''' Print enough copies to have 1 in each box and 1 for our record.

:DI PO creation list
:Printer queue... PRT01
:Number of copies... 1
:hold on spool file... '''"Y"'''

::11. Press '''"Enter"''' to bring up the Debit Authorization screen. '''→'''

:'''"IF"''' Return Authorization is '''"NOT"''' required Press '''"Enter"''' again followed by '''"F12"'''
:'''"IF"''' Return Authorization '''"IS"''' required Press '''"Enter"''' again '''→''' type '''"TO"''' next to the correct email/fax address and the press '''"F7"''' followed by '''"F10"''' to bring up the RA# request page.

::12. Change the message text to the following:
'''"Please confirm the following request within 48 hours of receipt. Thank you! Please authorize the return or destruction of the listed outdates and credit our account accordingly."''' '''→''' Change the Fax Cobnfirmation number to 604-276-5283 then press '''"Enter"''' followed by '''"F10"''' to send the request.

::13. Create a new Hotline corresponding to the debit that has just been created. '''→''' From the '''"16"'''/'''"Returns"''' menu type '''"10"''' ('''"Hotline"''' menu) and press '''"Enter"'''

::14. Press '''"F6"''' to create a new hotline and fill out the following information:
On the customer order line input the Vendor number for the according debit.
On the customer order number line input the according Debit memo#
Input the '''"Handler"''' as '''"RETURNS"''' and the '''"Problem/Resol Code:"''' as '''"BRR/BDR"''' followed by '''"Enter"''' to auto-fill the rest of the sheet and create the hotline.

::15. Press '''"F8"''' (Notes) '''→''' Press '''"F6"''' to input a new text line '''→''' Type the following: '''"Debit memo#_______ past due please contact the vendor for resolution. '''→''' Press Enter to add text to hotline.

::16. Input information about debit onto '''"Returns Tracking"''' (Excel Spreadsheet) and proceed to '''"Part 3"''' when possible.

=== PART 3: Completion of the debit and confirming the items/credit.===

::1. Mochasreen main menu '''→''' Type '''2''' for Unipharm Extensions '''→''' Type '''1''' for VA Company (PRODUCTION) '''→''' Type '''50''' for Warehouse Menu '''→''' Type '''16''' for Returns Menu '''→''' Type '''40''' for Work with purchase orders menu.

::2. Press '''"F8"''' and input the corresponding debit memo# '''→''' Press '''"F7"''' to replace the existing text with the debit shipping information. (EG: Shipped 01/01/2018 via Loomis#___________ as per RA#_________) '''→''' Press '''"Enter"''' to confirm. '''→''' Write this same information on the header section of the paper copy of the corresponding debit.

::3. Type '''"13"''' followed by pressing '''"Enter"'' '''→''' Ensure that "Hold on Spool file" is '''"Y"'''
:::DI PO creation list
:::Printer queue... PRT01
:::Number of copies... 1
:::Hold on spool file... Y
:::'''→''' Press '''"Enter"''' followed by '''"F12"'''

::4. Return to the '''"16"''' / '''"Returns"''' Menu and type '''"44"''' (Show Reception Note # for P/O) '''→''' Press '''"TAB"''' and input corresponding debit # followed by '''"Enter"''' '''→''' Copy the Reception note that is visible on this screen and Press '''"F12"''' until you are once again at the '''"16"''' / '''"Returns"''' menu.

::5. Type '''"43"''' followed by '''"Enter"''' (Confirm P/O reception) '''→''' paste copied reception note and press '''"Enter"'''

::6. Manually type accurate returns location that these items were located in for removal from system. Once the fields are filled in press '''"F8"''' to proceed to next page and continue this step until all items on debit have been confirmed.

::7. Once the reception note confirmation has been completed the debit will be changed to status 60 in our system. Update the '''"Returns Tracking"''' (Excel Spreadsheet) with the new information and place the physical copy of the debit's paperwork in the pile to be sent over to the office.

[[Category:Returns]]
[[Category:Processing Vendor Debits]]

Distribution Centre:Processing Vendor Debits

2018-03-26T21:27:03Z

Barryf: /* Processing Vendor Debits */

Distribution Centre:Processing Vendor Debits

2018-03-26T21:22:40Z

Barryf: Created page with "==Processing Vendor Debits== ===Overview=== This wiki will explain how to create and process vendor debits to receive credit. parts of a debit ===choosing a vendor=== ===cre..."

==Processing Vendor Debits==

===Overview===
This wiki will explain how to create and process vendor debits to receive credit.

parts of a debit
===choosing a vendor===
===creating a debit and submitting for RA (inputing lines/printing/RA# REQUEST)===
===Completing a debit and confirming the items/credit (Confirming the debit/generation reception note/confirming items.)===

===Process for Creating a Debit ===

::1. Mochasreen main menu '''→''' Type '''2''' for Unipharm Extensions '''→''' Type '''1''' for VA Company (PRODUCTION) '''→''' Type '''50''' for Warehouse Menu '''→''' Type '''16''' for Returns Menu '''→''' Type '''40''' for Work with purchase orders menu.

::2. Press '''"F6"''' to create a new Debit '''→''' Type according Vendor number (Where marked '''"Supplier number"''') '''→''' Type '''"RT"''' (Where marked '''"Order Type"''') '''→''' Type '''"RET"''' (Where marked '''"Warehouse"''') '''→''' Press enter to create debit.

::3. Sort out all items belonging to vendor at desk / cart and consolidate all eligible partials to be added to claim.
::::*'''Note:'''Please be aware that this can only be done in cases where opened/partial bottles are allowed by vendor.'

::4. Type '''"1"''' on the top left field of debit lines '''→''' Press Enter to add a new Line.

::5. Scan Item UPC onto line marked '''"Item/Assortment"''' '''→''' type Quantity then the '''"+"''' key.
::a. In separate mochascreen (Returns Location Balance) confirm that quantity on hand closely matches amount in system inventory.
::::*'''Note:''' If the quantity on hand do not match what is in the system this could be an indication that there is an open debit for that vendor with said items on it.

::b. If quantities are acceptable press '''"Enter"''' in order to Auto-populate the '''"U.O.M."''' for the according item and submit the line onto debit.
::::*'''Note:''' In the case where a vendor requires '''LOT''' + '''Expiry'''
:::::Find the according line on the debit and type '''"7"''' the press '''"Enter"''' to enter the notes for that line. '''→''' Type '''"Lot:######## Exp: ##/####"''' and press '''"Enter"''' to confirm.

::6. Placed entered items into box and repeat this process until all the items are on the debit.

::7. Return to the '''"40"''' '''"Work with Purchase order"''' screen and find the debit memo you are working on. Once found input '''"7"''' next to debit and then press '''"Enter"''' to add notes to the Debit header. '''→''' Type the following into the provided notes area: '''"THIS IS NOT AN ORDER BUT A REQUEST TO RETURN OR DESTROY THE LISTED OUTDATES."''' '''→''' Press '''"Enter"''' to confirm.

::8. Input '''"8"''' next to the debit followed by '''"Enter"''' to bring up the debit address's screen.

::9. Input '''"1"''' next to '''"Dispatch"''' followed by '''"Enter"''' to bring up the address list. '''→''' Press '''"F4"''' to view the possible address's from the drop down menu. To choose one press '''"F12"''' and then input the correct '''"Address number"''' on the '''"Address number"''' line.

::10. Return to the '''"40"''' '''"Work with Purchase order"''' screen and input '''"11"''' to '''"Print"''' followed by '''"Enter"''' '''→''' Ensure that the fields on this page are as follows:

:Purchase orders
:Printer queue... '''"RTNCOPIER"'''
:Number of copies... '''"1"'''
:hold on spool file... N

::::*'''Note:''' Print enough copies to have 1 in each box and 1 for our record.

:DI PO creation list
:Printer queue... PRT01
:Number of copies... 1
:hold on spool file... '''"Y"'''

::11. Press '''"Enter"''' to bring up the Debit Authorization screen. '''→'''

:'''"IF"''' Return Authorization is '''"NOT"''' required Press '''"Enter"''' again followed by '''"F12"'''
:'''"IF"''' Return Authorization '''"IS"''' required Press '''"Enter"''' again '''→''' type '''"TO"''' next to the correct email/fax address and the press '''"F7"''' followed by '''"F10"''' to bring up the RA# request page.

::12. Change the message text to the following:
'''"Please confirm the following request within 48 hours of receipt. Thank you! Please authorize the return or destruction of the listed outdates and credit our account accordingly."''' '''→''' Change the Fax Cobnfirmation number to 604-276-5283 then press '''"Enter"''' followed by '''"F10"''' to send the request.

::13. Create a new Hotline corresponding to the debit that has just been created. '''→''' From the '''"16"'''/'''"Returns"''' menu type '''"10"''' ('''"Hotline"''' menu) and press '''"Enter"'''

::14. Press '''"F6"''' to create a new hotline and fill out the following information:
On the customer order line input the Vendor number for the according debit.
On the customer order number line input the according Debit memo#
Input the '''"Handler"''' as '''"RETURNS"''' and the '''"Problem/Resol Code:"''' as '''"BRR/BDR"''' followed by '''"Enter"''' to auto-fill the rest of the sheet and create the hotline.

::15. Press '''"F8"''' (Notes) '''→''' Press '''"F6"''' to input a new text line '''→''' Type the following: '''"Debit memo#_______ past due please contact the vendor for resolution.

[[Category:Returns]]
[[Category:Processing Vendor Debits]]

Distribution Centre:Processing Store Returns

2018-03-26T19:21:28Z

Barryf: /* Overview */

==Processing Store Returns==

===Overview===
This wiki will explain how to process store returns to give credit.

===Process===
::1. Mochascreen main menu '''→''' Type '''2''' for Unipharm Extensions '''→''' Type '''1''' for VA Company '''→''' Type '''50''' for Warehouse Menu '''→''' Type '''16''' for Returns Menu '''→''' Type '''10''' for Hotline Menu.
::2. Type Hotline# '''"000000"''' under '''"Inc no"''' and press '''Enter'''.
::3. Double Check Customer number and if the store is a Shareholder/Customer/Needs to be charged freight. '''→''' Press '''"F8"''' (Notes) for other details of this claim from store or customer service.
::::*'''Note:''' pay attention to this you little gaffer.
::4. '''F12''' to return to Hotline Header page
::5. Change the '''"Handler"''' from '''"RCVNGRP"''' to your name (EG: '''"Barryf"''') and change '''"Status & Type"''' of the claim from '''"NEW"''' to '''"WRK"'''
::6. '''F9''' to begin the credit and bring up the '''"Items"''' page.

::::*'''Note:''' If claim is a WEBCLAIM proceed to Step '''"A"''' if the claim is a MANUAL CLAIM proceed to Step '''"B"'''

::'''A.''' For a Webclaim proceed to sort out items that have been returned from store ensuring that quantities match amount on claim and prices match invoice.
::::*'''Note:''' If any pricing adjustments need to be done (as per invoice/notes) do this now. If any items must be removed from the claim (EG: Not eligible, Narcotic) do this now as well making sure to enter corresponding notes.

::1. On line '''"Item"''' scan the UPC number of the first product and upon hitting enter the screen will default to the corresponding line on the claim.
::::*'''Note:''' If a scanned item does not default to any of the lines on the claim it may mean that the store has not claimed that item or has incorrectly input the item#.

::2. Verify quantity is correct '''→''' Change the '''"Rsn"''' & '''"Disp"''' to relevant input. '''→''' Confirm that '''"QTY"''' is correct and press '''"Enter"''' to proceed to next Item/Line.
::::*'''Note:''' For Restocking Items use: '''"ORD"''' + '''"RTNSTK"'''
:::::: For Expired Items use '''"OOD"''' + '''"RTNVEN"'''
:::::: For Faulty Items use '''"FAU"''' + '''"RTNVEN"'''
:::::: For Exceptions made use '''"OTH"''' + '''"RTNVEN"'''

::3. Repeat the first two steps until all of the items have been input onto the claim. '''→''' Press '''"F7"''' (Create Orders)

::4. Change '''"RT"''' (Order Type) to '''"WR"''' (RT= Manual Return, WR= Web Return) and hit '''"Enter"''' to proceed

::5. Input accurate quantity then press '''"+"'' '''→''' Confirm correct '''"Zn"''' + '''"Location"''' (EG: 88 Mai-Rstk or Re-A011) and press '''"F8"''' to confirm line.
::::*'''Note:''' Press '''"F9"''' to refresh line and re-input information.

::6. Confirm correct number of item labels to be printed '''→''' Change "Output Queue" to "Insert Local label printer here" (EG: RETPRT0'''X''' → RETPRT0'''6''') and press '''"Enter"''' to begin printing labels. '''→''' '''"F12"''' once label has printed to proceed to next label.

::7. Once all labels have been printed press '''"F9"''' to bring up the order header page. '''→''' Copy the 6 digit claim number from the '''"Your order"''' Line and paste it into the line '''"Reference"'''

::8. Copy '''"Order number"''' from the top of the page and hit the following keys:
:::::'''"Enter"''' → '''"Enter"''' → '''"F12"''' → '''"Enter"'''

::9. Press '''"F8"''' to open notes '''→''' Press '''"F6"''' to enter new note '''→''' Paste copied Order number onto new note line and input Courier waybill# Press '''"F10"''' to input notes.

::10. Double check that all lines and notes on the claim are accurate and that if necessary the customer has been charged freight. '''→''' Press '''"F12"''' twice and change the status of the hotline from '''"WRK"''' to '''"CMP"'''

::'''B.''' For a Manual Claim consolidate all like items together and note quantities for input onto claim. Check notes for any special circumstances regarding items. (EG: No invoice/record of purchase, pricing to be determined by returns, etc.)

::1. Input '''"Rsn"''' for item being returned. (ORD, OOD, FAU, OTH, etc..) '''→''' Input '''"Disp"''' to match item reason. (RTNSTK, RTNVEN, CRNGR, etc..) '''→''' Scan item UPC code onto line '''"Item"''' and input quantity then '''"+"''' to confirm.
::::*'''Note:''' The correct unit of measure should be automatically input. '''IF''' this is not the case, change the U.O.M. to the correct size.

::::*'''Note:''' For Restocking Items use: '''"ORD"''' + '''"RTNSTK"'''
:::::: For Expired Items use '''"OOD"''' + '''"RTNVEN"'''
:::::: For Faulty Items use '''"FAU"''' + '''"RTNVEN"'''
:::::: For Exceptions made use '''"OTH"''' + '''"RTNVEN"'''

::3. Repeat the first two steps until all of the items have been input onto the claim. '''→''' Press '''"F7"''' (Create Orders)

::4. Ensure that '''"Order Type"''' is '''"RT"''' and hit '''"Enter"''' to proceed

::5. Input accurate quantity then press '''"+"'' '''→''' Confirm correct '''"Zn"''' + '''"Location"''' (EG: 88 Mai-Rstk or Re-A011) and press '''"F8"''' to confirm line.
::::*'''Note:''' Press '''"F9"''' to refresh line and re-input information.

::6. Confirm correct number of item labels to be printed '''→''' Change "Output Queue" to "Insert Local label printer here" (EG: RETPRT0'''X''' → RETPRT0'''6''') and press '''"Enter"''' to begin printing labels. '''→''' '''"F12"''' once label has printed to proceed to next label.

::7. Once all labels have been printed press '''"F9"''' to bring up the order header page. '''→''' Copy the 6 digit claim number from the '''"Your order"''' Line and paste it into the line '''"Reference"'''

::8. Copy '''"Order number"''' from the top of the page and hit the following keys:
:::::'''"Enter"''' → '''"Enter"''' → '''"F12"''' → '''"Enter"'''

::9. Press '''"F8"''' to open notes '''→''' Press '''"F6"''' to enter new note '''→''' Paste copied Order number onto new note line and input Courier waybill# Press '''"F10"''' to input notes.

::10. Double check that all lines and notes on the claim are accurate and that if necessary the customer has been charged freight. '''→''' Press '''"F12"''' twice and change the status of the hotline from '''"WRK"''' to '''"CMP"'''

[[Category:Returns]]
[[Category:Processing Store Returns]]

Distribution Centre:Processing Store Returns

2018-03-26T19:20:40Z

Barryf: /* Process */

==Processing Store Returns==

===Overview===
This wiki will explain how to process store returns to give credit.

===Process===
::1. Mochascreen main menu '''→''' Type '''2''' for Unipharm Extensions '''→''' Type '''1''' for VA Company '''→''' Type '''50''' for Warehouse Menu '''→''' Type '''16''' for Returns Menu '''→''' Type '''10''' for Hotline Menu.
::2. Type Hotline# '''"000000"''' under '''"Inc no"''' and press '''Enter'''.
::3. Double Check Customer number and if the store is a Shareholder/Customer/Needs to be charged freight. '''→''' Press '''"F8"''' (Notes) for other details of this claim from store or customer service.
::::*'''Note:''' pay attention to this you little gaffer.
::4. '''F12''' to return to Hotline Header page
::5. Change the '''"Handler"''' from '''"RCVNGRP"''' to your name (EG: '''"Barryf"''') and change '''"Status & Type"''' of the claim from '''"NEW"''' to '''"WRK"'''
::6. '''F9''' to begin the credit and bring up the '''"Items"''' page.

::::*'''Note:''' If claim is a WEBCLAIM proceed to Step '''"A"''' if the claim is a MANUAL CLAIM proceed to Step '''"B"'''

::'''A.''' For a Webclaim proceed to sort out items that have been returned from store ensuring that quantities match amount on claim and prices match invoice.
::::*'''Note:''' If any pricing adjustments need to be done (as per invoice/notes) do this now. If any items must be removed from the claim (EG: Not eligible, Narcotic) do this now as well making sure to enter corresponding notes.

::1. On line '''"Item"''' scan the UPC number of the first product and upon hitting enter the screen will default to the corresponding line on the claim.
::::*'''Note:''' If a scanned item does not default to any of the lines on the claim it may mean that the store has not claimed that item or has incorrectly input the item#.

::2. Verify quantity is correct '''→''' Change the '''"Rsn"''' & '''"Disp"''' to relevant input. '''→''' Confirm that '''"QTY"''' is correct and press '''"Enter"''' to proceed to next Item/Line.
::::*'''Note:''' For Restocking Items use: '''"ORD"''' + '''"RTNSTK"'''
:::::: For Expired Items use '''"OOD"''' + '''"RTNVEN"'''
:::::: For Faulty Items use '''"FAU"''' + '''"RTNVEN"'''
:::::: For Exceptions made use '''"OTH"''' + '''"RTNVEN"'''

::3. Repeat the first two steps until all of the items have been input onto the claim. '''→''' Press '''"F7"''' (Create Orders)

::4. Change '''"RT"''' (Order Type) to '''"WR"''' (RT= Manual Return, WR= Web Return) and hit '''"Enter"''' to proceed

::5. Input accurate quantity then press '''"+"'' '''→''' Confirm correct '''"Zn"''' + '''"Location"''' (EG: 88 Mai-Rstk or Re-A011) and press '''"F8"''' to confirm line.
::::*'''Note:''' Press '''"F9"''' to refresh line and re-input information.

::6. Confirm correct number of item labels to be printed '''→''' Change "Output Queue" to "Insert Local label printer here" (EG: RETPRT0'''X''' → RETPRT0'''6''') and press '''"Enter"''' to begin printing labels. '''→''' '''"F12"''' once label has printed to proceed to next label.

::7. Once all labels have been printed press '''"F9"''' to bring up the order header page. '''→''' Copy the 6 digit claim number from the '''"Your order"''' Line and paste it into the line '''"Reference"'''

::8. Copy '''"Order number"''' from the top of the page and hit the following keys:
:::::'''"Enter"''' → '''"Enter"''' → '''"F12"''' → '''"Enter"'''

::9. Press '''"F8"''' to open notes '''→''' Press '''"F6"''' to enter new note '''→''' Paste copied Order number onto new note line and input Courier waybill# Press '''"F10"''' to input notes.

::10. Double check that all lines and notes on the claim are accurate and that if necessary the customer has been charged freight. '''→''' Press '''"F12"''' twice and change the status of the hotline from '''"WRK"''' to '''"CMP"'''

::'''B.''' For a Manual Claim consolidate all like items together and note quantities for input onto claim. Check notes for any special circumstances regarding items. (EG: No invoice/record of purchase, pricing to be determined by returns, etc.)

::1. Input '''"Rsn"''' for item being returned. (ORD, OOD, FAU, OTH, etc..) '''→''' Input '''"Disp"''' to match item reason. (RTNSTK, RTNVEN, CRNGR, etc..) '''→''' Scan item UPC code onto line '''"Item"''' and input quantity then '''"+"''' to confirm.
::::*'''Note:''' The correct unit of measure should be automatically input. '''IF''' this is not the case, change the U.O.M. to the correct size.

::::*'''Note:''' For Restocking Items use: '''"ORD"''' + '''"RTNSTK"'''
:::::: For Expired Items use '''"OOD"''' + '''"RTNVEN"'''
:::::: For Faulty Items use '''"FAU"''' + '''"RTNVEN"'''
:::::: For Exceptions made use '''"OTH"''' + '''"RTNVEN"'''

::3. Repeat the first two steps until all of the items have been input onto the claim. '''→''' Press '''"F7"''' (Create Orders)

::4. Ensure that '''"Order Type"''' is '''"RT"''' and hit '''"Enter"''' to proceed

::5. Input accurate quantity then press '''"+"'' '''→''' Confirm correct '''"Zn"''' + '''"Location"''' (EG: 88 Mai-Rstk or Re-A011) and press '''"F8"''' to confirm line.
::::*'''Note:''' Press '''"F9"''' to refresh line and re-input information.

::6. Confirm correct number of item labels to be printed '''→''' Change "Output Queue" to "Insert Local label printer here" (EG: RETPRT0'''X''' → RETPRT0'''6''') and press '''"Enter"''' to begin printing labels. '''→''' '''"F12"''' once label has printed to proceed to next label.

::7. Once all labels have been printed press '''"F9"''' to bring up the order header page. '''→''' Copy the 6 digit claim number from the '''"Your order"''' Line and paste it into the line '''"Reference"'''

::8. Copy '''"Order number"''' from the top of the page and hit the following keys:
:::::'''"Enter"''' → '''"Enter"''' → '''"F12"''' → '''"Enter"'''

::9. Press '''"F8"''' to open notes '''→''' Press '''"F6"''' to enter new note '''→''' Paste copied Order number onto new note line and input Courier waybill# Press '''"F10"''' to input notes.

::10. Double check that all lines and notes on the claim are accurate and that if necessary the customer has been charged freight. '''→''' Press '''"F12"''' twice and change the status of the hotline from '''"WRK"''' to '''"CMP"'''

[[Category:Returns]]
[[Category:Processing Store Returns]]

Distribution Centre:Processing Store Returns

2018-03-26T19:15:42Z

Barryf:

==Processing Store Returns==

===Overview===
This wiki will explain how to process store returns to give credit.

===Process===
::1. Mochascreen main menu '''→''' Type '''2''' for Unipharm Extensions '''→''' Type '''1''' for VA Company '''→''' Type '''50''' for Warehouse Menu '''→''' Type '''16''' for Returns Menu '''→''' Type '''10''' for Hotline Menu.
::2. Type Hotline# '''"000000"''' under '''"Inc no"''' and press '''Enter'''.
::3. Double Check Customer number and if the store is a Shareholder/Customer/Needs to be charged freight. '''→''' Press '''"F8"''' (Notes) for other details of this claim from store or customer service.
::::*'''Note:''' pay attention to this you little gaffer.
::4. '''F12''' to return to Hotline Header page
::5. Change the '''"Handler"''' from '''"RCVNGRP"''' to your name (EG: '''"Barryf"''') and change '''"Status & Type"''' of the claim from '''"NEW"''' to '''"WRK"'''
::6. '''F9''' to begin the credit and bring up the '''"Items"''' page.

::::*'''Note:''' If claim is a WEBCLAIM proceed to Step '''"A"''' if the claim is a MANUAL CLAIM proceed to Step '''"B"'''

::'''A.''' For a Webclaim proceed to sort out items that have been returned from store ensuring that quantities match amount on claim and prices match invoice.
::::*'''Note:''' If any pricing adjustments need to be done (as per invoice/notes) do this now. If any items must be removed from the claim (EG: Not eligible, Narcotic) do this now as well making sure to enter corresponding notes.

::1. On line '''"Item"''' scan the UPC number of the first product and upon hitting enter the screen will default to the corresponding line on the claim.
::::*'''Note:''' If a scanned item does not default to any of the lines on the claim it may mean that the store has not claimed that item or has incorrectly input the item#.

::2. Verify quantity is correct '''→''' Change the '''"Rsn"''' & '''"Disp"''' to relevant input. '''→''' Confirm that '''"QTY"''' is correct and press '''"Enter"''' to proceed to next Item/Line.
::::*'''Note:''' For Restocking Items use: '''"ORD"''' + '''"RTNSTK"'''
:::::: For Expired Items use '''"OOD"''' + '''"RTNVEN"'''
:::::: For Faulty Items use '''"FAU"''' + '''"RTNVEN"'''
:::::: For Exceptions made use '''"OTH"''' + '''"RTNVEN"'''

::3. Repeat the first two steps until all of the items have been input onto the claim. '''→''' Press '''"F7"''' (Create Orders)

::4. Change '''"RT"''' (Order Type) to '''"WR"''' (RT= Manual Return, WR= Web Return) and hit '''"Enter"''' to proceed

::5. Input accurate quantity then press '''"+"'' '''→''' Confirm correct '''"Zn"''' + '''"Location"''' (EG: 88 Mai-Rstk or Re-A011) and press '''"F8"''' to confirm line.
::::*'''Note:''' Press '''"F9"''' to refresh line and re-input information.

::6. Confirm correct number of item labels to be printed '''→''' Change "Output Queue" to "Insert Local label printer here" (EG: RETPRT0'''X''' → RETPRT0'''6''') and press '''"Enter"''' to begin printing labels. '''→''' '''"F12"''' once label has printed to proceed to next label.

::7. Once all labels have been printed press '''"F9"''' to bring up the order header page. '''→''' Copy the 6 digit claim number from the '''"Your order"''' Line and paste it into the line '''"Reference"'''

::8. Copy '''"Order number"''' from the top of the page and hit the following keys:
:::::'''"Enter"''' → '''"Enter"''' → '''"F12"''' → '''"Enter"'''

::9. Press '''"F8"''' to open notes '''→''' Press '''"F6"''' to enter new note '''→''' Paste copied Order number onto new note line and input Courier waybill# Press '''"F10"''' to input notes.

::10. Double check that all lines and notes on the claim are accurate and that if necessary the customer has been charged freight. '''→''' Press '''"F12"''' twice and change the status of the hotline from '''"WRK"''' to '''"CMP"'''

::'''B.''' For a Manual Claim consolidate all like items together and note quantities for input onto claim. Check notes for any special circumstances regarding items. (EG: No invoice/record of purchase, pricing to be determined by returns, etc.)
::::*'''Note:''' If any items must be removed from the claim (EG: Not eligible, Narcotic, not purchased from Unipharm) do this now, making sure to enter corresponding notes.

::1. Input '''"Rsn"''' for item being returned. (ORD, OOD, FAU, OTH, etc..) '''→''' Input '''"Disp"''' to match item reason. (RTNSTK, RTNVEN, CRNGR, etc..) '''→''' Scan item UPC code onto line '''"Item"''' and input quantity then '''"+"''' to confirm.
::::*'''Note:''' The correct unit of measure should be automatically input. '''"IF"''' this is not the case, change the U.O.M. to the correct size.

::2. Verify quantity is correct '''→''' Change the '''"Rsn"''' & '''"Disp"''' to relevant input. '''→''' Confirm that '''"QTY"''' is correct and press '''"Enter"''' to proceed to next Item/Line.
::::*'''Note:''' For Restocking Items use: '''"ORD"''' + '''"RTNSTK"'''
:::::: For Expired Items use '''"OOD"''' + '''"RTNVEN"'''
:::::: For Faulty Items use '''"FAU"''' + '''"RTNVEN"'''
:::::: For Exceptions made use '''"OTH"''' + '''"RTNVEN"'''

::3. Repeat the first two steps until all of the items have been input onto the claim. '''→''' Press '''"F7"''' (Create Orders)

::4. Change '''"RT"''' (Order Type) to '''"WR"''' (RT= Manual Return, WR= Web Return) and hit '''"Enter"''' to proceed

::5. Input accurate quantity then press '''"+"'' '''→''' Confirm correct '''"Zn"''' + '''"Location"''' (EG: 88 Mai-Rstk or Re-A011) and press '''"F8"''' to confirm line.
::::*'''Note:''' Press '''"F9"''' to refresh line and re-input information.

::6. Confirm correct number of item labels to be printed '''→''' Change "Output Queue" to "Insert Local label printer here" (EG: RETPRT0'''X''' → RETPRT0'''6''') and press '''"Enter"''' to begin printing labels. '''→''' '''"F12"''' once label has printed to proceed to next label.

::7. Once all labels have been printed press '''"F9"''' to bring up the order header page. '''→''' Copy the 6 digit claim number from the '''"Your order"''' Line and paste it into the line '''"Reference"'''

::8. Copy '''"Order number"''' from the top of the page and hit the following keys:
:::::'''"Enter"''' → '''"Enter"''' → '''"F12"''' → '''"Enter"'''

::9. Press '''"F8"''' to open notes '''→''' Press '''"F6"''' to enter new note '''→''' Paste copied Order number onto new note line and input Courier waybill# Press '''"F10"''' to input notes.

::10. Double check that all lines and notes on the claim are accurate and that if necessary the customer has been charged freight. '''→''' Press '''"F12"''' twice and change the status of the hotline from '''"WRK"''' to '''"CMP"'''

[[Category:Returns]]
[[Category:Processing Store Returns]]

Distribution Centre:Processing Store Returns

2018-03-26T17:27:30Z

Barryf: /* Process */

Distribution Centre:Processing Store Returns

2018-03-26T17:20:55Z

Barryf: /* Process */

Distribution Centre:Processing Store Returns

2018-03-26T17:15:10Z

Barryf: Created page with "==Processing Store Returns== ===Overview=== This wiki will explain how to process store returns to give credit. ===Process=== ::1. Mochascreen main menu '''→''' Type '''2..."