An automated workflow has been created for Overstock Returns. Follow the steps outlined in this guide to ensure inventory is appropriately decremented in both MotionMD and Oracle.
To begin an overstock return, open the OfficeCare Returns module in the Beacons App.
Select the account you want to process the overstock return for and begin scanning the product(s) being returned. Select Submit once all products are scanned.
A pop-up window will appear asking for the number of labels you will need to ship the product back. Type in the number of labels needed and select Submit.
Beacons will transmit data to Salesforce and create a case record tied to the OfficeCare account. Users will then be emailed with ARS tags.
Once the overstock packages are scanned for pick-up by Fedex, an Automated email will be sent to support@motionmd.com with details of the overstock return, see example email below:
The Customer Success Team will process the MotionMD portion of the overstock return by decreasing the quantities from the On-Hand and Par Levels.
Once the adjustments are completed, the Customer Success Team will notify the user who generated the overstock return in Beacons that inventory in MotionMD has been adjusted.
Important Note: Overstock Returns should not be completed right before or in conjunction with an inventory audit. If an Overstock Return is being considered during an audit, do not process it until after the audit results have been finalized.
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