Returns

Returns in Nexus are credit returns in Fishbowl. Creating one makes a new sales order in your system and does not change the original order.

Returns let users credit a customer for items sent back from a fulfilled sales order. Each return creates a new credit return sales order that is then received in the Receiving module.

Returns start from the original order in Sales Orders, under the Sales group on the Nexus home screen. Users can see all returns on the Returns tab of the Sales Orders list.

Creating a Return

1. Open Sales Orders and select the Fulfilled filter to find the order.
2. Open the order and select Return at the top of the page. The Return items panel opens with each line from the order.
3. For each item being returned, enter the return quantity. The credit each fills in from the order’s price and can be changed.
4. Choose a reason: Damaged in transit, Defective, Wrong item shipped, Not as described, Ordered by mistake, Arrived late or Warranty. Every returned line needs a reason.
5. Optionally, add details that are visible to the customer.
6. Check the credit total at the bottom, then select Create Credit Return.
7. Confirm by selecting Create Credit Return again.

• Select Return everything to fill in every line at once, or Clear to start over.

A new sales order is created and issued with the credit return lines. It shows Credit for SO with the original order number, and Fishbowl sends it to Receiving to be completed.

• From the new order, users can also select Buy return label.

Receiving a Return

1. Open Receiving under the Purchasing group.
2. Select the receipt for the credit return. Its Associated order shows Return of SO with the original order number.
3. Under Lines, choose a Destination location for the returned items. A destination is required to save.
4. Select Save.

The receipt shows This receipt is fully received, and the returned items are back in inventory at that location.

• To receive only part of a return, use Split on the line. See the Receiving page.

eCommerce Returns

Returns from an eCommerce site, such as Shopify, flow into Nexus through LilyPad Connect. Users don’t need to create them by hand.

1. When a customer returns an order on the eCommerce site, Connect automatically imports the return into Nexus as an issued credit return sales order. There’s nothing to create by hand.
2. The return shows in Sales Orders, on the Returns tab. Its order number shows which shopping cart it came from, such as Shopify-#1078-R1, with Return of the original order number underneath.
3. Opening the return shows where it came from at the top: Credit for the original order, Raised from the shopping cart (such as Shopify), and the cart’s own return number. Each line includes a note with the reason the customer gave.
4. Receive it in Receiving, the same way as any other return. The receipt is listed with the cart’s order number, and its Associated order shows which order it’s a return of. See Receiving a Return above.
5. Once it’s received, Connect sends the update back to the eCommerce site, where the order is marked closed or returned.

• How returns are imported and reported back is set up in LilyPad Connect, under the Sales Return Import and Sales Return Export settings.

Using the Assistant

Users can ask the Nexus assistant about returns, for example:

• “Show me returns from this week.”
• “Which orders has Mr. Rogers returned items from?”
• “What’s the most common return reason this month?”

The assistant only looks up information. Returns are created from the order, as shown above.