Processing Returns and Restocking

The manual workflow for logging returned items and determining condition.

How-to
Updated Aug 2026
Owner: Operations Admin
Area: Returns

Before you begin

Log every returned line, record its condition, and restock only eligible good inventory.

Prerequisites

  • A Warehouse Admin can identify the client and available order reference.
  • Each physical line is inspected before its condition is saved.
  • The SKU can be matched to an existing client inventory row before restocking.

Stop and check

Do not restock damaged, writeoff, unmatched, or invented items.

Returns are logged manually line by line.

Logging Workflow

  1. Open Returns and create a return, adding an order reference when one is available.
  2. Log each line condition explicitly as 'good', 'damaged', or 'writeoff'.
  3. Only lines marked as 'good' can be restocked individually.

Expected Outcome

Returned items are documented with a defined condition. A good line can be restocked when its SKU matches an existing client inventory row.

Runbook evidence

Use these signals to decide whether the work is ready to continue, complete, or needs an owner.

State checkpoints

Received and unclassified

The return exists, but no condition decision has been recorded for one or more lines.

Next: Inspect and classify each line.

Classified

Every line is marked good, damaged, or writeoff.

Next: Restock only a good line with a matching inventory row.

Restocked or written off

The permitted line action has completed and the return counts show the result.

Next: Check the counts and leave any unmatched line for review.

Completion evidence

  • Every line has a condition and the resulting restock or write-off counts are visible.

Escalation evidence

  • Record the client, return reference, line or SKU, condition, and displayed error.

Work safely

Who may take this action

Warehouse Admin

What you should see

The return exists, but no condition decision has been recorded for one or more lines.

Safe next step

Inspect and classify each line.

What not to do

Do not restock damaged, writeoff, unmatched, or invented items.

How to tell it is complete

Every line has a condition and the resulting restock or write-off counts are visible.