Start tracking a Return

Initiate and manage returns of parts and tires from a few places in Shopmonkey: from within an order, the purchasing returns page, a purchase order, and shop inventory.

Within an Order

From within an order, select the line item of the part you’d like to return.

On the right-side panel, select Part Return.

Complete the fields in the Part Return Menu.

• Quantity: Number of parts to be returned

• Amount: Dollar amount to be refunded for the return

• Status: Status of the return. The tag on the part will be updated to match the status selected

  • Not Ready to Return

  • Ready to Return

  • Returned

  • Refunded

  • Not Refundable

• Return #: Identification number of the return (RMA/ID #)

• Credit Method: Refund payment method

• Reason: Reason for the return

  • Defective

  • Not Needed

  • Warranty

  • Wrong Part

  • Other

• Note: Add additional notes and attachments as needed

Select Save to save the return status.

On the right-side panel, the part will be updated to the new return status you selected. Select edit to make changes.

From the Purchasing Page

Manage returns directly from the Purchasing → Returns page.

Select the Purchasing icon from the left-side navigation bar. Select Returns.

View and manage parts with return statuses and previously returned parts.

Please Note: You can also return a part directly from the purchase order it is associated with.

From Inventory

Manage returns directly from your shop inventory in Shopmonkey.

Select the Inventory icon from the left-side navigation bar. Select Parts.

Select the … ellipsis on the part you’d like to return. Select Return.

Manage and Process the Return

Manage parts with a return status in the Parts & Tires Workflow → Part Returns page.

Update the tag to Returned or Refunded when the return is processed.

After processing the return, we recommend editing the part return note to include confirmation numbers, vendor credits, and any other return information that should be documented.

Will returning a part update the inventory quantity?

A part on an order is linked to an inventory item when Reduce inventory count is toggled on in the part line item information. To find this, select the part line item and scroll down to the bottom of the Enter Part Information right-side panel.

When returning a part from an order and the part return status is changed to Returned, the part quantity will update in the shop inventory when Reduce inventory count is toggled on. 

Please Note: If an order was invoiced with that part, the part quantity will have already decreased in inventory. Because the reduced quantity has already been accounted for, returning a part from an invoiced order will not impact the inventory quantity for that part.

Returning a part from the inventory page will accurately impact the inventory quantity when the part return status is changed to Returned.

Related Articles

• Parts & Tires Workflow

• Track Core Returns

• Procure Parts with PartsTech

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