Return
Record a product return against the relevant product, customer or order, and field or delivery activity.
Codithic DMS
Returns / Replacements
Manage product returns and replacements
as part of the connected DMS and field-execution workflow.
Handle returns and replacements through connected field, delivery, inventory, and reconciliation workflows in Codithic DMS. Return and Replacement remain distinct operational paths.
Key capabilities
Keep Post-Delivery Product Activity Connected
Returns and replacements are part of the operational product lifecycle. Codithic DMS connects these activities with order, inventory, field, delivery, and reconciliation processes.
Replacement
Associate a replacement with the relevant product and order context, where supported. A return is not automatically a replacement.
Inventory Context
Relate returned or replacement products to inventory information, including batch-based inventory where relevant. Stock is not adjusted automatically.
Reconciliation
Relate return and replacement records to operational reconciliation and closeout. This is operational closeout, not financial accounting.
How it works
Product / Order Context → Return or Replacement → Inventory Context → Reconciliation
A connected operational process for handling returned products, replacements, and their downstream operational context.
Product / Order Context → Return or Replacement → Inventory Context → Reconciliation. Returns and Replacement is a Codithic DMS capability. Return and Replacement may follow different operational paths. A return does not automatically become a replacement, and inventory or reconciliation activity is not generated automatically.
- 01
Product / Order Context
Start from the relevant product and customer or order context already present in DMS.
- 02
Return or Replacement
Follow the appropriate operational path when a product is returned or replaced.
- 03
Inventory Context
Keep the activity connected to inventory information where relevant.
- 04
Reconciliation
Close the operational cycle through reconciliation and the relevant downstream workflow.
Return and Replacement may follow different operational paths. Recording a return does not automatically create a replacement. Inventory context and reconciliation stay connected to the activity. They are not automatic stock adjustments, and reconciliation here is operational closeout.
Operational connections
Two Operational Paths, One Connected Workflow
Codithic DMS is the core management platform for returns and replacements. Codithic SFA is the mobile-first field execution layer. The two paths stay connected to surrounding DMS processes without becoming the same workflow.
Two different paths. One connected DMS workflow.
Both use product and order context, but the operational activity differs.
Return
A product is returned through a supported field or delivery process.
Product / Order → Return → Inventory Context → Reconciliation
Replacement
A replacement product is handled against the relevant product or order context, where supported.
Product / Order → Replacement → Inventory Context → Reconciliation
These are conceptual paths, not guarantees of automatic stock adjustments or identical processing steps.
Van Sales
Van Sales can record a return or a replacement, then reconciliation and unload where that field cycle continues. SFA is the field layer. DMS keeps the records.
Delivery Return Collection
A delivery can include return collection, then reconciliation and unload where that workflow applies. Not every return starts from a delivery.
Inventory
Returned and replacement products stay connected to operational stock context. Stock is not adjusted automatically.
Reconciliation and Unload
Records connect to operational reconciliation and unload where the workflow continues. This closeout is not financial accounting.
Business value
Better Control. Smoother Operations.
Operational Visibility
See return and replacement activity in the same DMS layer as orders, field work, delivery, and inventory.
Connected Field Execution
Support Van Sales return and replacement activity, and delivery return collection, as field execution connected to DMS.
Inventory Context
Keep returned and replacement products connected to operational inventory context.
Operational Closeout
Connect returns and replacements with reconciliation and unload as part of the operational cycle.
Need a connected workflow for returns and replacements?
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