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WMS Returns Processing Checklist Template

Simplify returns & reclaim efficiency! Our WMS Returns Processing Checklist ensures accurate tracking, minimizes errors, and optimizes your reverse logistics workflow. Get organized & boost customer satisfaction - download now!

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Return Authorization & Documentation

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Verify return authorization is obtained and all required documentation is complete.

Return Authorization Number

Request Date

Reason for Return

Customer Description of Issue

Supporting Documentation (Photos, etc.)

Return Method

Receiving & Inspection

2 of 8

Confirm the returned item is received into the WMS and undergoes necessary inspection for damage or discrepancies.

Return Item Quantity Received

Condition of Packaging

Condition of Item

Detailed Description of Item Condition (if applicable)

Photo Evidence of Item Condition (if applicable)

Unique Identifier (Serial/Lot Number)

Inventory Status Update

3 of 8

Ensure the WMS accurately reflects the returned item's status (e.g., Quarantine, Repair, Restock).

Return Item Status

Quantity Received

Condition Upon Receipt

Detailed Condition Notes

Date Status Updated

Disposition & Routing

4 of 8

Verify the correct disposition is selected within the WMS (e.g., Restock, Scrap, Refurbish) and routing is applied.

Disposition Type

Routing Method

Routing Notes (if Manual Override)

Quantity Approved for Disposition

Disposition Completion Date (Planned)

Restocking/Refurbishment/Scrapping

5 of 8

Confirm the returned item proceeds through the appropriate process based on its disposition.

Restock Condition

Quantity Restocked

Refurbishment Notes

Refurbishment Required?

Scrap Reason

Scrap Date

Financial Reconciliation

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Validate the return is accurately recorded for financial and accounting purposes within the WMS integration.

Return Value (USD)

Shipping Cost (USD)

Restocking Fee (USD)

Payment Method

Refund Issue Date

Refund Transaction ID

Sales Tax Adjustment (USD)

Data Accuracy & Reporting

7 of 8

Ensure return data is accurate, complete, and reflected in relevant reports within the WMS.

Number of Returns Processed

Percentage of Returns with Data Errors

Data Validation Method Used

Date of Last Data Accuracy Review

Summary of Data Accuracy Findings

Report Types Generated (Select all that apply)

Audit Trail & Traceability

8 of 8

Verify a comprehensive audit trail exists within the WMS documenting the entire return process.

Return Initiation Date

Return Initiation Time

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Return Transaction ID

Reason for Return (recorded by Receiving)

Disposition Code Applied

Employee ID - Receiving

Date of Restock/Disposal

Quantity Restocked/Scrapped

Warehouse Management System (WMS) Screen Recording

See ChecklistGuro's Warehouse Management System (WMS) in action! This screen recording provides a quick look at key features, from receiving and putaway to picking, packing, and shipping. Learn how ChecklistGuro can streamline your warehouse operations and boost efficiency. #WMS #WarehouseManagement #ChecklistGuro #InventoryManagement #BPM

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