Process a Return
Unfortunately, returns are part of doing business. Smartcare tries to make processing a return as quick and painless as possible.
In this article
From New Document
- 1
-
Click on
Create new, then
Return Agreement on a Contact's
Documents tab, then go to
Step 3.
From Purchase Agreement
- 1
-
Open
Purchase Agreement for devices being returned.
- 2
-
Click on the
three dots (...) button at the top right corner of the page to open a
Return Agreement. Click
Return.
- 3
-
Verify
Location,
Date,
Purchase agreement and
Refund period.
- 4
-
If only one device is being returned, the other can be removed.
- 5
-
Adjust
Credits as needed, including adding any
Fees that will be taken out from original purchase amount.
- 6
-
Save and review.
- 7
-
Click
Sign to add Contact and Provider
signatures.
- 8
-
Agree and close will redirect to
Transactions,
Agree and Credit will redirect to a
Credit Memo.
- 9
- You can find our Credit Memo help doc here.
Track Devices:
- 1
-
The returned devices will be removed from the Contact's
Devices page and be pushed into the
Tracking page as pending a
Return.
- 2
-
Click on
Return to create a
Return for Credit form.
- 3
-
Under
Return to select whether device is to be returned to
Manufacturer or placed in
Stock.
- 4
-
Save and review.
- 5
-
Click the
X on top right corner of page to close the document.
- 6
-
Repeat
steps 1 through 5 for second device if applicable.
Updated Purchase Agreement:
- 1
-
Completing the
Return Agreement automatically updates the original
Purchase Agreement to reflect that the devices were returned, voiding that portion of the agreement.