Outbound - Return Rejected Items to Inventory

Sometimes you transfer packages out, and the client rejects them or a part of them. When that happens, follow the steps below to reject the package and send it, or part of it, back into your active inventory.  Only rejecting the package enables you to allocate it to a different sales order.

Why Reject?

What does rejecting the package in Flourish Software do?

1. Captures the reason (see below to add new "Inventory Return Reasons") and (optional) comment to explain the rejection.
2. Returns the package to your available inventory.
3. Updates the line total, subtotal, and total price on your outbound invoice.
4. Enables you to allocate the package to a different sales order by removing the link between the package and the original order.

Return a package

Locate the sales order

By the Shipment

1. Go to Outbound / Shipments/All Shipments
2. Locate the Shipped Shipment.
3. Click on the Order ID.

By the Order

1. Go to Outbound / Orders.
2. Type the order ID and select "Shipped Orders".
3. Click on the Order ID.

Return the package

1. Find the order line you want to reject.
2. Locate the REJECT column for the line item.
3. Click the icon. The "Rejected Inventory" modal opens. See screenshot below.
4. Check the box under the REJECT column.
5. On Partial rejections, type the QTY RETURNED.
6. Use the dropdown to select the REJECTED REASON.
7. Optional - Type the Rejected Note.
8. Click Save

Configuration Setting for Return Partial packages

If the client accepted a part of the package you sent them and rejected it, you need to set Flourish Software to enable you to reject a part of the quantity you sent in the package.

Manage Settings

1. Click to go to Settings.
2. Select Configuration.
3. Select the facility you need to configure.
4. Locate Outbound.
5. Toggle ON "Allow return partial shipped packages to inventory." See screenshot below.
6. Changes are Auto-Saved.

Inventory Return Reasons

View Inventory Return Reasons

Add and edit the Inventory return reasons:

1. Click to go to Settings.
2. Select Inventory.
3. Select Items / Inventory return reasons.

   

4. Select the relevant facility.

Add a new Inventory Return Reason

1. Follow steps 1-4 above
2. Click .
3. Type the * Reason Name
4. Verify the Enabled toggle.

   

5. Click Save.

Update an existing Inventory Return Reason

1. Follow steps 1-4 above
2. Locate the Return Reason you want to update.
3. Click the pencil icon .
4. Edit the * Reason Name
5. Verify the Enabled toggle.

   

6. Click Save.

Deactivate an existing Inventory Return Reason

1. Follow steps 1-4 above
2. Locate the Return Reason you want to update.
3. The slider is green for an active reason. Toggle the slider off.

   

4. View the confirmation message:

   

Re-activate a previously deactivated Inventory Return Reason

1. Follow steps 1-4 above
2. Select Disabled on the top right to find the disabled return reasons
3. Locate the Return Reason you want to update.
4. The slider is gray for an active reason. Toggle the slider On.

   

5. View the confirmation message:

Handling Rejected Packages in METRC Facilities

When a client rejects a package, accept the rejection in METRC first. Then sync and update Flourish to reflect the returned inventory.

Step 1: Sync From METRC

1. Navigate to Inventory > All Packages.
2. Click Sync METRC Packages.

Flourish automatically updates any packages that were in Shipped status and are now returned to active inventory.

Step 2: Update the Outbound Order

The next steps depend on how the package was originally processed in Flourish.

For Shipped Packages

If the package was shipped via a Flourish shipment:

1. Locate the outbound order in Flourish. You can also go to Inventory > All Packages and click the Order ID next to the package to jump straight to it.
2. Reject the order line. This will bring the package back into inventory in "Created Status"

For Allocated Packages

If the package was allocated to an order in Flourish but not shipped via a Flourish shipment:

1. Locate the outbound order in Flourish.
2. Remove the order line.
3. Optionally, ship the shipment to update your records.