Manage Return to Vendor Transfers in Point of Sale

Before ‌using RTV, set up the store in Point of Sale CMS (Store Management > Stores). This setup includes specifying the Location Type as either "Vendor" or "Warehouse". Notably, RTV isn't intended for stores set up as "Regular" or "Outlet types" and won't ship to these location types.

On the app, tap the Vendor Return deep link you've previously configured in Configure Deep Link. In the example, the deep link was configured as a tile on the Inventory tab.

On the next screen, you'll see a list of transfers. At the bottom of the screen, you'll see a filter and calendar icons. Tap them to filter the list by status or date.

Creating RTV

After tapping Return to Vendor, a new screen appears, prompting you to select a vendor for the return. You can search by location, ZIP or Postal code, or store ID. Searching by store ID is for app builds 9.6.1 and later.

Optionally, you can also add notes regarding the reason for generating the return.

Entering Products

To enter products for transfer, you can use an external scanner which auto-populates the quantity on the RTV screen. Alternatively, you can use the device's camera, as noted by the scanner icon at the top right corner. If using the device's camera, tap the back button to return to the RTV screen.

For app builds 9.7.1 or greater, users can add items manually by tapping the search icon at the top right. The product catalog shows up, allowing users to search for items by entering text. Alternatively, using an external scanner populates the search field with the product's barcode value.

After selection, the quantity can be inputted and will be added to the transfer.

After you create an RTV and add items, it'll first decrease the “Return” inventory bucket. However, if the return quantity is higher than that, it'll then deduct it from "Available". Inventory is moved out of the store after it's shipped, which is at the time the tracking number is entered.

Serialized Inventory

Ifserialized inventory is enabled, scanning a serialized product triggers a prompt to scan its serial number. Serialized products are identified by the 'SerialNumberRequired' attribute, which can be configured via Product Feed. If this attribute is set to True and the flag is turned on, the prompt appears. However, if the flag is turned on but the product attribute is set to False, no prompt is triggered. If using the device’s camera, this prompt appears at the top of the screen as shown in the screenshot. Scan again to add the product for the transfer.

However, if you're using an external scanner or manually adding a product through the product catalog, a serial number entry window appears instead.

Entering multiple serial numbers appends them to the list. Each serialized product can be individually removed using the delete option. If all serialized products are deleted, the product itself is removed.

Note If scanning a barcode with serialized inventory enabled, our system prioritizes checking for serial numbers that match the scanned value. If no corresponding serial numbers are found, it then searches for product IDs.

After the receiving process is complete, details can be exported through event exports by mapping the field RTV_SerialNumbers. Serial numbers for each product are listed using a pipe delimiter.

After scanning all the necessary products into the RTV, you can tap Close Transfer. The POS app prompts you to select whether to Close the Transfer or Not Yet.

Selecting Not Yet returns you to the main RTV screen with your RTV displaying an open status. Transfers with an open status allow the user to go into it to edit or add more products. Transfers with a closed status won't allow the user to edit or add more products. They can only print a packing slip or ship the transfer.

Note Case pack IDs and serialized inventory can't be used together. Their unique serial numbers individually track serialized products, preventing them from being grouped into case packs for collective scanning. Manage each serialized item independently to maintain accurate inventory records.

Printing Packing Slips and Adding Tracking Numbers

If you select Close Transfer, you'll be presented with options to print a packing slip, add a tracking number, or create another transfer.

Creating another transfer takes you to a new RTV with the process of selecting a return vendor. If you select to print a packing slip, you'll be prompted to print the packing slip. In the case of adding a tracking number and not printing the packing slip, the app issues a warning: "Packing Slip was not printed for this transfer. Do you want to continue?"

Selecting No returns you to the printing page. Selecting Yes prompts you to enter a tracking number, which is a mandatory field. You can manually type in the tracking number. Alternatively, you can also use the device's camera or an external scanner to scan the number.

After the tracking information is entered, the app brings you to a Successfully Shipped screen with options to:

• Go to Transfer List brings you back to the main RTV screen
• Exit Transfers brings you back to the Inventory screen
• Create Another Transfer allows you to create another transfer

For app builds 9.8.1 or greater, shipment labels can be generated. Refer to Configuring & Generating Shipment Labels via SPI.

• For app versions less than 9.8.1, while receiving, failure to save your progress can result in the loss of all work, including scanned items, if you tap the merchant logo in the POS app. However, for versions 9.8.1 or greater, users are provided with the option to save before exiting.
• RTVs are structured to correspond to single shipments - one RTV number per shipment. For example, if you're returning three items to the same vendor, they are put in one box, scanned under one RTV number, and sent with one tracking number. However, if these three items are going to different sellers, package them in three boxes. Each box has its own RTV number and tracking number. Our system doesn't support assigning multiple tracking numbers to a single RTV number.

• If a transfer includes a serialized item, users can't select "Receive All" and they individually scan each product in the transfer. Even after scanning the serialized items, the "Receive All" action remains blocked for the remaining items.