Returning Parts

If there are any left-over parts after the support period, you can return them to their original warehouse, so that you can re-use them in the future.

Prerequisites

• You understand how Item Requests work in TIGA.

To return parts:

1. Within the CRM application, click Item Requests on the table bar.

2. Click the Plus button to create a new request.

3. Type or select information for the required fields in the Create New Item Request window.

4. Click Create in the lower-right corner of the Create New Item Requests window. TIGA will automatically create a new item request record and put it under the main table. At this point, the item request status is Draft.

5. Go to the Actions menu, click Create Replenish Line Items, and then click OK. TIGA will automatically generate all of the line items for the parts that you have in your warehouse.

6. Under the Item Request Line Items Related Tables, you can select and delete any parts that you don’t want to return.

7. OPTIONAL: To link the requested parts to the relevant customer case, click the Cases related table, click the Link button , select the corresponding case in the Link to Cases window, and then click Link in the lower-right corner of the window.

8. On the main table, click the Actions menu, click Submit Request, and then click OK. TIGA will automatically create shipment and transaction for the corresponding item request.

9. Please make sure all of the items that you want to return have already been shipped. Click Shipments on the Related Tables, click the pencil button next to the new record that you’ve just created, edit the Tracking Number and all of the required shipping information, and then change the record status to In Transit in the Status list.

10. Click Update in the lower-right corner of the Edit Shipments window.

Post Conditions

After you follow the tutorial below, the warehouse team will receive a notification email. Once they receive the parts, they will immediately store them in the correct storage location in the warehouse.

Item Requests is part of the following workflows:

Support Item Requests What to do when support requests an item for a customer
Requesting Parts (support task) • Processing Item Requests (warehouse task) • Scan Barcode Shipping (warehouse task) • Receiving Parts (support task) • Consuming Parts (support task) • Returning Parts (support task).