Why would you use the Return Request Signature Confirm?
Improve accuracy: Returns are only confirmed after a proper review, reducing errors in stock and damage reporting.
Streamline workflows: Use filters and shortcuts to quickly identify and process pending returns.
Protect your team: Avoid putting responsibility for damage checks on drivers who may not be trained for it.
Step-by-Step
Step 1: Enable the Role Option
Go to System Setup > Roles.
Select the role you want to update (e.g., Driver, Warehouse Staff).
Locate the “Return Request Signature Confirm” permission in the options tab.
Disable this option for roles that should not confirm returns automatically (e.g., drivers).
Save your changes.
Step 2: Collect Signature at Return
When collecting items from the customer, the driver:
Opens the Movement on their device.
Captures the signature.
Leaves the return unconfirmed.
This ensures the return is logged but not finalized, allowing another team member to review it later.
Step 3: Review Unconfirmed Returns
Go to the Movements.
Use the new filters, such as "confirmed" and "signed," to view all returns that need review.
Step 4: Confirm the Return
Open the return’s Movement.
Use the “Confirm Movement”
If items are:
OK → Confirm and book them back into stock.
Damaged or Lost → Mark accordingly. Items will move to Unavailable Items.