Set up return locations for retail stores (Retail essentials) [AX 2012]

Updated: January 6, 2015

This topic explains how to set up return locations. When a customer returns a purchase, the cashier often identifies the reason for the return. You can specify that returned products are assigned to different return locations in inventory, depending on the cashier’s response to the info codes and reason codes that are displayed at the point of sale (POS) on the Microsoft Dynamics AX for Retail POS register.

For example, a customer returns a defective product. When the cashier processes the return transaction, Retail POS displays the info code for returns, and the cashier selects the subcode for defective returns. The returned product is then automatically assigned to a specific return location.

A return location can be a warehouse, a location in a warehouse, or even a particular pallet, depending on the inventory locations that your organization has set up.

Prerequisites

Before you can set up return locations, you must set up retail info codes. For more information, see Set up info codes (Retail essentials) and Set up info code groups (Retail essentials).

To set up return locations, follow these steps.

  1. Click Retail essentials > Channels > Warehouses.

  2. Select a warehouse, and then, on the Retail FastTab, in the Default return location field, select an inventory location.

    This inventory location is used for returns if the info codes or reason codes are not mapped to return locations.

  3. In the Default return pallet field, select a pallet.

    This pallet is used for returns if the info codes or reason codes are not mapped to return locations.

  4. Click Retail essentials > Inventory management > Setup > Return locations.

  5. In the Return location form, click New to create a new return location.

  6. Enter a unique name and a description for the return location.

    NoteNote

    If a number sequence has been set up for return locations, the name is entered automatically.

  7. On the General FastTab, select the Print labels check box to print labels for all the products that are assigned to return locations.

  8. On the General FastTab, select the Block inventory check box to take the returned products in the default return location out of inventory and prevent them from being sold.

  9. To map specific retail info codes and subcodes to return locations, on the Map retail info codes FastTab, click Add. Then enter the following information:

    • In the Reason code field, select an info code for returns.

    • In the Subcode field, select a subcode for the reason for the return.

    • The Description field displays a description of the selected info code.

    • In the Store field, select the store where the info code is used.

    • Use the Warehouse, Location, and Pallet ID fields to specify a return location. For example, to specify a particular location in a store, select a store in the Store field and a location in the Location field.

    • Select the Block inventory check box to take returned products out of inventory and prevent them from being sold.

  10. To map specific sales and marketing reason codes to return locations, on the Map sales and marketing reason codes FastTab, click Add. Then enter the following information:

    • In the Info code field, select a reason code for returns.

    • The Description field displays the description of the selected reason code.

    • In the Store field, select the store where the reason code is used.

    • Use the Warehouse, Location, and Pallet ID fields to specify a return location. For example, to specify a particular pallet in a location in a warehouse, select a warehouse in the Warehouse field, a location in the Location field, and a pallet in the Pallet ID field.

    • Select the Block inventory check box to take returned products out of inventory and prevent them from being sold.


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