TB.One > Setup, Configuration & User Accounts > Basic Settings for Order Processing > Set Up Returns Handling

Set Up Returns Handling

This guide shows step-by-step how to adjust settings for processing returns under "Basic data > Returns" to set up

•return addresses.

•return causes.

•return states.

TIP:
Enter return causes and return states individually for effective returns management (and for evaluation purposes).

1. Return Address

ATTENTION:

Specifying a return address is mandatory!

TIP:
You can define an individual return address for each channel. The addresses provided in this menu do not only apply to returns, but generally serve as the shipping address whenever you create labels in TB.One.

How to define the return address:

1.Go to "Basic data > Returns > Return addresses".

2.In the left navigation bar on the "Pages" tab under “Page actions” click "Create new return address".

3.Enter the address together with the street and house number in the editing window on the right (see Figure 1).

TIP:
For some channels (like Amazon Prime), it is also mandatory to provide a telephone number and an email address . Refer to the respective channel sheet for any specific requirement.

4.Optional: In the "Filter" section, you can limit the validity of the address to a specific channel or a flag by selecting the respective value from the drop-down menu.

5.Save your settings.

ATTENTION:
Limiting an address to a flag enables you, for example, to return bulky articles to one warehouse and small articles (like t-shirts) to another. Note that you first need to set up the flag and assign it to the respective products or articles.

2. Return Causes

How to create return causes

To evaluate your returned articles, you can create individual return causes (grouped hierarchically in categories).

1.Go to "Basic data > Returns > Return causes"

2.In the left navigation bar on the "Pages" tab under “Page actions” click "New return category".

3.Enter a designation.

4.Save your settings.

Managing existing return causes

Under "Basic data > Returns > Return causes" you can manage your return causes (see Figure 2):

Fig.2: Return categories/causes and the Edit entry.

•To remove an existing category or cause, click "Delete" in the respective row in the table.

•Create a return cause by clicking "+Return cause" in the line of the respective category.

•To move a return cause to another category at any time, do the following:

oClick the return cause you want to move.

oIn the "Edit entry" section go to the drop-down menu "Returns category" .

oSelect the category to which your return cause is to be reassigned.

•If you provide your order messages through import, enter an import key .

•You can transfer the return causes to your channels (if they support this):

oRequest keys from the target channel.

oClick the return cause you want to transfer.

oIn the "Edit entry" section go to the the target channel.

oUnder "Key" select/input the key provided by the channel .

oSave your settings.

•If you use the scan desktop, you can print the bar codes for your return causes. Do one of the following:

oPrint all return causes: In the left sidebar select the tab "Pages" and click "Print return codes".

oPrint one return cause: Open the target return cause. In the editing window click "Print return code" at the bottom .

3. Return States

Returned articles can arrive in different states. The various signifiers used to record the state of returned goods are managed at "Basic data > Returns > Return states".

How to create return states

To create a new return state, do the following:

1.Go to "Basic data > Returns > Return states".

2.In the left navigation bar on the "Pages" tab under “Page actions” click "New state".

3.Enter a name in the "Designation" field.

4.If you provide your return states through import, enter an import key.

5.Save your settings.

How to manage existing return states

Under "Basic data > Returns > Return states" you have various options, to manage your return states (see Figure 3).