Set up return locations for retail stores
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3
This topic explains how to set up return locations that are based on retail info codes and sales and marketing reason codes. Cashiers often identify the reason for a return when a customer returns a purchase. You can specify that returned products are assigned to different return locations in inventory based on the cashier’s response to info codes and reason codes that are displayed at the point of sale (POS) on the Retail POS register.
For example, when a customer returns a defective product, the cashier processes the return transaction, Retail POS displays the info code for returns, the cashier selects the subcode for defective returns, and the returned product is automatically assigned to a specific return location.
A return location can be a warehouse, a location within a warehouse, or even a particular pallet, depending on what inventory locations your organization has set up. You can map each return location to one or more info codes in Retail and reason codes in Sales and marketing.
Note
In Microsoft Dynamics AX 2012 R2 and AX 2012 Feature Pack, info codes in Retail were called reason codes.
Prerequisites
Before you can set up return locations, you must set up the following:
Retail info codes – Prompts at the POS register that are set up in the Retail module. For more information, see Setting up info codes.
Sales and marketing reason codes – Prompts at the POS register that are set up in the Sales and marketing module. For more information, see Set up return reason codes.
Inventory locations – The places where inventory is kept. For more information, see About locations.
To set up return locations, follow these steps:
Click Warehouse management > Setup > Warehouse setup > Warehouses.
Select a warehouse, and then on the Retail FastTab, in the Default return location field, select an inventory location.
This is the inventory location for returns whose info codes or reason codes are not mapped to return locations.
In the Default return pallet field, select a pallet.
This is the pallet for returns whose info codes or reason codes are not mapped to return locations.
Click Retail > Setup > Return locations.
In the Return location form, click New to create a new return location.
Enter a unique name and a description for the return location.
Note
The name is entered automatically if a number sequence has been set up for return locations.
On the General FastTab, select the Print labels check box to print labels for all the products that are assigned to return locations.
On the General FastTab, select the Block inventory check box to take the returned products in the default return location out of inventory and prevent them from being sold.
To map specific retail info codes and subcodes to return locations, click Add on the Map retail info codes FastTab, and then enter the following information:
In the Reason code field, select an info code for returns.
In the Subcode field, select a subcode for the reason for the return.
The Description field displays a description of the selected info code.
In the Store field, select the store where the info code is used.
Use the Warehouse, Location, and Pallet ID fields to specify a return location. For example, to specify a particular location in a store, select a store in the Store field and a location in the Location field.
Select the Block inventory check box to take returned products out of inventory and prevent them from being sold.
To map specific sales and marketing reason codes to return locations, click Add on the Map sales and marketing reason codes FastTab, and then enter the following information:
In the Info code field, select a reason code for returns.
The Description field displays the description of the selected reason code.
In the Store field, select the store where the reason code is used.
Use the Warehouse, Location, and Pallet ID fields to specify a return location. For example, to specify a particular pallet in a location in a warehouse, select a warehouse in the Warehouse field, a location in the Location field, and a pallet in the Pallet ID field.
Select the Block inventory check box to take returned products out of inventory and prevent them from being sold.