Outbound - Return Rejected Items to Inventory

Outbound - Return Rejected Items to Inventory

Purpose

When a customer rejects a shipped package, or part of one, return it to inventory so you can reallocate it to a different order.

Before You Start

Steps differ by compliance system:

1. Standard facilities (no METRC or BioTrack): use Return a Package below.
2. METRC facilities: use Handling Rejected Packages in METRC Facilities below.
3. Connecticut BioTrack facilities: use Connecticut BioTrack - Accepting Rejected Inventory instead. The steps below don't apply.

Why Reject a Package?

Rejecting a package in Flourish:

1. Captures the reason (see Manage Inventory Return Reasons below) and an optional comment.
2. Returns the package to available inventory.
3. Updates the line total, subtotal, and total price on the outbound invoice.
4. Removes the link to the original order, so you can allocate the package to a different sales order.

Return a Package

Use this workflow for packages on orders that have already shipped.

Locate the Order

By the shipment:

1. Go to Outbound > Shipments > All Shipments.
2. Locate the Shipped shipment.
3. Click on the Order #.

By the order:

1. Go to Outbound > Orders.
2. Enter the order ID and select Shipped Orders.
3. Click the Order ID.

Reject the Package

1. Find the order line to reject.
2. Click the icon in the REJECT column. The Rejected Inventory modal opens.
3. Check the box under REJECT.
4. For partial rejections, enter the QTY RETURNED. This requires the Allow return partial shipped packages to inventory configuration — see Allow Partial Package Returns below.
5. Select a REJECTED REASON from the dropdown.
6. Optional: enter a note.
7. Click Save.

Allow Partial Package Returns

Enable this configuration so you can reject part of a shipped package's quantity — for example, when a customer accepts some of a package and rejects the rest.

1. Go to Settings > Configuration.
2. Select the facility.
3. Locate Outbound.
4. Toggle on Allow return partial shipped packages to inventory.
5. Click Save.

Manage Inventory Return Reasons

View Return Reasons

1. Go to Settings > Inventory.
2. Select Items > Inventory Return Reasons.
3. Select the facility.

Add a Return Reason

1. Follow View Return Reasons above.
2. Click Create New Return Reason.
3. Enter the Reason Name.
4. Confirm the Enabled toggle is set as intended.
5. Click Save.

Update a Return Reason

1. Follow View Return Reasons above.
2. Locate the return reason.
3. Click the pencil icon
4. Edit the Reason Name.
5. Confirm the Enabled toggle is set as intended.
6. Click Save.

Deactivate a Return Reason

1. Follow View Return Reasons above.
2. Locate the return reason.
3. Toggle the slider off.
4. You will see a success message at the top of the screen.

Reactivate a Return Reason

1. Follow View Return Reasons above.
2. Select Disabled to view deactivated reasons.
3. Locate the return reason.
4. Toggle the slider on.
5. You will see a success message at the top of the screen.

Handling Rejected Packages in METRC Facilities

1. Accept the rejection in METRC.
2. Go to Inventory > All Packages and click Sync METRC Packages, or wait for the nightly sync. Flourish returns the package to active inventory automatically.
3. Optional: if the package was shipped and you want to correct the outbound invoice, reject it from the order using the REJECT-column steps in Return a Package above.

If the package was only allocated to an order, not shipped, no further action is needed — reverse sync handles it.

Related Articles

• Connecticut BioTrack - Accepting Rejected Inventory
• New Mexico BioTrack - Accepting Rejected Inventory