Processing and Reversing a Return

Four Return Options

NOTE: All options will return the seed back to the customer and the inventory line it was sold from.

1. Original Locations – Will return the seed back to the customer and the inventory line it was sold from.
2. Alternate Location – Also builds a work order to move the seed to the new location.
3. Customer Transfer – Also creates a new booking, pick ticket, and invoice under the newly selected customer/grower.
4. Discard – Also builds a work order to discard the seed.

Setting up the Return

With each return, you will need to enter the date of the return. This is the date that will be used on any transaction associated with this return.

You can also enter a return tracking number, trucking information, and notes for the pick tickets and work orders created.

If a New Location is selected, then you will need to select the warehouse to transfer the seed to.

If a Customer Transfer is selected, you will need to assign the new customer, grower, price type, and booking information.

Returning the Lines

Within the Return Portal, you will see a summary of the available quantities to return based on the original booking quantities sold by line, product, and grower. You can only return the available quantities to a customer.

To start a return, select the edit pencil and then:

• Enter in the Quantity to Return and any additional options you may see to return.
  • Customer Transfers
    • Price Override – The new price on the new booking line created.
    • Replant – Marks the line on the new booking as “Replant.”
  • Warehouse Transfers
    • Location in Warehouse – Warehouse Bin Location.
  • Lot – Use is not recommended but can be used for a returning process if the seed that is delivered to a grower does not match the seed lot assigned to that grower in Seed System Solution.
  • Line Note for Return/New Booking – This information will be entered into the notes field on the line.
  • Line Note on Work Order – This information will be entered into the notes field on the line.
• Press Continue.
• Repeat for any additional lines that need to be returned.
• Process the Return/Transfer.

You will be taken through a series of screens that will create the return, new deliveries (if applicable), and complete the work orders (if applicable). You may be prompted to print or email documents as well depending on the settings.

NOTE: The amount of time the return will take to process will depend on the number of lines being returned and if any additional documents are required for processing. Please DO NOT close out of Seed System Solution while this is processing or you will encounter errors.

If you do close out, or are forced out, please verify that the delivery tickets for the return customer, customer transfer, and the work order (if applicable) are complete. If these are not complete, please manually complete them.

Reverse the Return

If you completed a Return in error and need to reverse it, this can be done using the following steps.

NOTE: If a work order was completed through the “Warehouse Transfer” or “Discard” return selections, open the completed work order, open the Hamburger menu, and select “Reverse Work Order.”

If a new booking was completed through the “Customer Transfer” process:

• Go to the Pick Ticket on the new customer.
• Open the Hamburger Menu and select “Reverse Delivery.”
• Select what you want to be removed from the Pick Ticket.
• Delete the Pick Ticket.
• Go to the INV/Pay tab and delete the blank invoice from the associated Pick Ticket.
• Open the new booking that was created.
• Delete the booking.

Reverse the Return

• Go to the Pick Ticket for the returning customer.
• Open the Hamburger Menu and select “Reverse Delivery.”
• Select what you want to be removed from the Pick Ticket.
• Delete the Pick Ticket.
• Go to the INV/Pay tab and delete the blank return credit from the associated Pick Ticket.
• Delete any return booking lines that were created for this customer.
  • If multiple booking lines were associated with the return, run the Shipping report for the customer and find all of the booking lines with a negative quantity.