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Replace Field Settings in the Customer Return Report

Replace Field Settings in the Customer Return Report and eSign it in minutes

Aug 6th, 2022

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How to Replace Field Settings in the Customer Return Report

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in chaos control cloud is possible to run a customer returns analysis report this is done from the returns area of the system were clicking on the return analysis icon this will open the customer returns analysis report by using the filters button we can filter by date turn reason the grid will show us the date the return was created you are in a name of the customer the code in description of the stock item the quantity originally sold how many of the salt quantity were returned and whether or not there are any items issued out in exchange the difference column shows the in value between the items being returned and any replacement items being sent out by either net loss or gained we can then see the percentage of the quantity of the items that were sold that have been returned and next we have the return reason in this case is the reason we filtered for and finally the report will tell us who the default supplier for the item is thanks for watching

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Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

What is return order in Salesforce?

A return order record contains details about the returned items and related records, including the associated order summary.

What is a return process?

What is the return process? In retail and online shopping, the returns process starts when a customer wants to return a product and ends when the business collects, sorts, and restocks that product.

How do I process a return order?

Return order process Create a return order. Formally document the authorization for the customer to return any defective or unwanted products. Arrive at warehouse for inspection. Determine disposition. Generate a packing slip. Generate an invoice.

How do I create a return order in Salesforce?

Required Editions From the Navigation bar, open the Order Summaries list view page. You can also open the order summary directly from the customers account in the Service Console. From the Actions Recommendations list, select Return Items. On the Return Items page, select the items to return.

How do I process a return in Salesforce?

From the Navigation bar, open the Order Summaries list view page. You can also open the order summary directly from the customers account in the Service Console. From the Actions Recommendations list, select Return Items. On the Return Items page, select the items to return.

How do I track returns in Salesforce?

Track Customer Returns in Field Service From the Return Orders tab or the Return Orders related list on a record, click New. Enter an account and contact associated with the return order. Enter an associated product request. In the Returned By field, select the user returning the items.

What is a return order?

A return is the act of sending back an order after delivery to the recipient. Return may be due to repair, cancellation, complaint or wrong delivery. In a business context, a recipient sends the received goods back to the sender (mostly the seller or supplier).

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