Build your returns merchandise authorization tracker.

How to build your returns merchandise authorization tracker

1. 1

   Describe the job

   Track return requests, received quantities and item disposition separately.

2. 2

   Review the first version

   Choose how the returns coordinator records the return request and how the warehouse inspector reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your returns merchandise authorization tracker

• Keep the return request in context

  Keep return request, order reference, reason, approval, received quantity and disposition together so the next person can understand the request or record.

• When the next step needs a decision

  A customer receives approval to return two units but sends one. Track authorisation and physical receipt separately; do not refund an unreceived second unit automatically.

• Keep disposition visible

  Keep the refund or stock decision separate from authorizing the return.

• Choose what each person needs

  Give the returns coordinator a working view and the warehouse inspector a review view. Keep return request and order reference attached to the decision as the work moves between them.