Overview
The Return Shipment Workflow allows an agent to request equipment back from the customer.
Warning: Some conditions can prevent the equipment from being part of a Return Shipment Workflow. For example, if the equipment is already part of an active Shipment Workflow or part of an active Return Workflow.
Request a Return Shipment
To create a Return Shipment, go to the client account > Workflows > +Add > Select the item(s) that need to be returned > Select a reason > Submit.
Tip: A workflow can include more than one item.
Warning: Only items with an identifier can be tracked in the Return Shipment Workflow.
Set Due Date
By default, the due date is two weeks from the current date. The item will be considered overdue, and a charge will be applied to the corresponding product if it is not received within two weeks after the due date.
Change Status of Workflow
The Actions button allows you to change the state of the workflow if it does not follow the usual process.