While using the Product Return by Mistake template you will be able to control the return process, from client request to collection by logistics. It will allow you to receive invoices, analyze them, contact the sales team to cross-reference relevant information, contact clients to give them updates and also understand the main cause for the return which makes this a full return process, relevant to any company that works with consumer goods.
See how this template is structured. As this is just an example, you can customize it.
1. Invoiced customer's name
2. Requester's email
3. Contact's name
4. Contact's phone
5. Invoice number
6. Invoice value
7. SKU
8. Attachments
9. Reason for return
10. Relevant notes
11. Request number
1. Responsible sales staff member
2. Reason for approval
3. Request acceptance
4. Responsible Sales Team's email
5. Responsible Logistics Team's email
1. Responsible commercial staff member
2. Attachments
3. Purchase date
4. Has the Sales Department confirmed the order and product information versus what was sold to the customer?
1. Assigned analyst
2. Does the information provided by the Sales Department match the information provided by the customer?
3. Information
1. Responsible commercial staff member
2. Has the Return Merchandise Authorization been granted?
3. Issued Return Merchandise Authorization number
1. Invoice issued by:
2. New invoice number
3. Invoice attachment
4. Collection address
1. Collection status
2. Relevant notes
1. Reason for the return request
2. Conclusion notes
3. Conclusion documentation