Features for Return:
Overview Screen
- Search by customer, product number or description, project number or description, order number, and return slip number, or scan the product’s QR code
- Carousel with access to your most recently edited orders and return slips
- Listing of today’s returns
- Listing of canceled orders
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Order Screen
- Lists an order’s order lines that can be returned
- Lists all Return Slips associated with an order
- Option to close an order
- Option to create a Return Slip
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Return Slip Screen
- Update general return slip information (status, return time, notes…)
- Update information about a product on a return slip (quantity, notes, loss, damage)
- Fill out checklists and the ability to set return control maintenance to "Completed" (requires Service & Maintenance module)
- Take photos (saved on the return slip and can be sent via email)
- Send Damage Report with photos directly from the app
- Handling of related products
- Add new sales products and services
- Signing
Settings in the Return app
Module settings can be found by clicking on the "modules" menu option on the right side in Onlet and then on the gear icon:
By clicking the gear icon for “App - Return” you can control whether it is allowed to:
- “Close order” from the return app. The same criteria apply for closing an order from the app as in Onlet.
- Allow quick execution of maintenance (maintenance module must be activated)
- Use the status "Return controlled" in the app
- Use signing. Changes that affect the return slip will require a new signature. Signed return slips are displayed on the return slip in Onlet.
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Sending Photos from Onlet
If photos are taken from the app, this is indicated with a special photo icon on the relevant package/return slip line. Here you can preview and print them.
If you want to send the photos by email, this is done from the order’s email sending screen. A dedicated icon indicates this. Behind this icon are all the photos, and you can select the photos you want to send.