Vendor Return Reason Report - Store Employee

Vendor Return Reason Report - Store Employee

Vendor Return Reason Report Overview

The Vendor Return Reason Report provides insights into the process of returning goods to vendors due to valid concerns such as unmet expectations, damaged or defective products, or incorrect shipments. This report helps track and analyze return patterns, ensuring better vendor management and process improvements.

For example, you may receive a defective product from a supplier and process a return request. The system records the return reason and forwards the information to the vendor for resolution.

The report includes customizable filters and sorting options, allowing users to tailor the data based on specific criteria. It displays historical inventory records and return trends, enabling businesses to make data-driven decisions and optimize vendor relationships.

1. Reaching the "Vendor Return Reason Report"  

To reach the "Vendor Return Reason Report," follow the steps below: 
  1. Step 1: Log into Control Center
  2. Step 2: Choose Location
  3. Step 3: Choose Reports
  4. Step 4: Choose Inventory Reports
  5. Step 5: Choose Vendor Return Reason
You’ll find a variety of inventory reports designed to support different aspects of your retail operations. To view them, click on the "Choose Report" drop-down menu. This will display a list of available inventory report types, each offering insights for effective inventory management. See Figure 1.1.

                                                                                          Figure 1.1                                                   

2. Understanding the "Vendor Return Reason Report" Layout

By clicking "Vendor Return Reason Report," you will be redirected to the "Vendor Return Reason Report," where you can see relevant filtering and sorting options.

                                                                             Figure 2.1

The report data will be empty initially. You must choose a date range, select the appropriate filters, and click "Generate Report" to generate a report. 

3. Generating the "Vendor Return Reason Report"

To generate the "Vendor Return Reason Report," follow the steps below. (See Figure 2.1 above.)
  1. From the "Vendor Return Reason Report" page, you will see the "Choose Report" drop-down selection.
  2. By clicking the drop-down selection, you will see different types of inventory reports in alphabetical order.
  3. Search for "Inventory Report" from the list and click on it.
The following data gets fetched in tabular format when you click on the "Generate Report" button in the top right corner.
The report type allows you to display the reports in two types:
  1. Vendor Return Reason Details
  2. Vendor Return Reason Summary

3.1. "Vendor Return Reason Details Report" Type

  1. Choose the vendor return reason details as your report type.
  2. Apply the filters and click on the "Generate Report" button.

                                                                                       Figure 3.1.1
Fields in the "Vendor Return Reason Details Report": 
  1. Item Name: This column mentions the name of the item that has been returned to the vendor for any legitimate reason.
  2. UPC: This column displays the Universal Product Code of the item name that has been returned.
  3. Return Qty: This column describes the quantity of the item that has been returned.
  4. Vendor: This column mentions the name of the vendor to whom the item is returned.
  5. Location: Here in this column, the location of the store that initiated the vendor return process is mentioned. 
  6. Reason Name: Here in this field, the reason for return is displayed.
  7. Return Timestamp: The time for initiating the vendor return process.
  8. Action  (): This button lets you open the item details in the worksheet mode.
      1. If you click on the Action button, it will redirect you to that item in worksheet mode to get more details on the item or to edit the item details if required. ⁣                                                     
                                                                    Figure 3.1.2
Notes
To know more about worksheets, click here: Worksheets.

3.2. "Vendor Return Reason Summary Report" Type         

If you select the report type as "Vendor Return Summary," then the report will be displayed in summarized form, as highlighted in Figure 3.2.1 below.

                                                                                 Figure 3.2.1
  1. Choose the vendor return reason summary as your report type.
  2. Apply the filters and click on the "Generate Report" button.
Fields in Vendor Return Reason Summary Report:
  1. Item Name: This column mentions the name of the item that has been returned to the vendor for any legitimate reason.
  2. Vendor: This column mentions the name of the vendor to whom the item is returned.
  3. # of Returns: This column gives the item quantities that have been returned.
  4. Last Return Date: This is the date when the item is applied to the worksheet for vendor return in the Adjustment Worksheet.
  5. Last Return Invoice: This is the date and time when the return process is completed and converted to an invoice.

4. Filter Items:

The return report can be displayed in two ways, as highlighted in Figure 4.1.
                                                                                         
                                                                                       Figure 4.1
  1. Show All: If this filter option is selected, the report will display the return records for all the vendors depending upon the report type that is chosen, i.e., Vendor Return Reason Summary or Vendor Return Reason Details. 
  1. Filter By Vendor: This filter type is used for selecting specific vendors and displaying the vendor-specific report.

                                                                                         Figure 4.2
Manage Filter Screen Information:
1. Search: Use this search bar for a specific result.
2. Results: Here, you see the relevant list of cashiers to generate custom-cashier-based data results. You can search for a specific cashier in the Search bar.
3. Checkboxes: Select the required products by checking the appropriate checkboxes.
4. Arrow: Click the green Arrow button to move the selected records to the Selected List area.
5. Clear Selection: Click the "Clear Selection" button to remove the whole selection. To remove any record from the list, click the Remove (X) icon. 
6. Apply/Close: Apply or save the custom filter:
  1. Apply: Click the "Apply" button for the selected parameters. The system will navigate you to the Vendor Return Reason Report home screen. Click "Generate Report." The system will generate reports based on your selection. 
  2. Close: Use this button to exit the Manage Filter screen. For report results, see Figure 4.3.

                                                                                 Figure 4.3

5. Date Range & Presets

You can filter your sales data in the report by selecting specific dates from the Start Date and End Date drop-down calendars.
By clicking the Edit box, you will get the drop-down calendar to select the specific date range. You can also manually enter the date in mm/dd/yyyy format.
You can also generate a report with a specific time duration (until morning/evening), and you can select the particular time (hour and minutes) from the date selection. See Figure 5.1, Figure 5.2, & Figure 5.3.
  1. Start Date: This option lets you choose the start date from the selected date range.                                                                                                                                      
                                                                                           
                                                                                                                           Figure 5.1
  1. End Date: This option lets you choose the end date from the selected date range.

                                                                              Figure 5.2
  1. Presets: The "Presets" label is provided to select the specific duration/interval to generate the "Vendor Return Reason Report" according to the specified time period.
                                                                       Figure 5.3

6. Scheduling a Report

FTx Cloud POS supports report automation. You can configure a report and schedule it. The system will send the scheduled report to the indicated email IDs at the defined frequencies (daily, weekly, biweekly, monthly, quarterly, etc.). 
Please refer to Scheduling a Report to learn how to schedule a report.

7. Printing/Exporting a Report 

You can print or export any report according to your requirements. When you use the Print function, the system creates and opens the report's PDF file in a new tab. You can download the soft copy or print the paper copy according to your requirements. 
Please refer to Printing a Report to learn how to print or export a report. 

8. Manage Favorites 

FTx Cloud POS allows quick access to the reports you need to view frequently through "Favorite Reports." You can save a report as a favorite and manage all your favorite reports from any of the report screens using the "Manage Favorites" button. 
Please refer to Managing the Favorite Reports to learn how to manage or export a report. 

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