Starting a Return in Trax

KB Article #7241

Returns can be requested when an order status is Complete or Partial. 

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To start a return: 

1. Click Orders from the left side panel.
   
2. Find the order in the list. 
   1. If needed, use the Filter Bar to narrow your search results. 
      
3. Click the down arrow () in the Action column and choose New Return.
   
   
   1. Alternatively, click the Return BackTrax icon from the Invoice column.
      
4. For each part listed:
   1. Enter the quantity being returned. If not being returned, leave at 0. 
      
   2. Choose a reason for the return from the drop-down. Note: Use the top drop-down if all returned items have the same reason.  
      
      Options include: 
      • Core Return
      • Damaged Part
      • Invoiced Incorrect
      • Job Totaled
      • Not Needed
      • Not Ordered
      • Poor Fit
      • Repair Cancelled
      • Vendor Sent Incorrect Part
      • Wrong Part
      • Other
   3. To include notes, click Notes and enter the desired details. Click Save when finished. 
      
5. When ready, click Next.
   
6. Review the details of the return request. When ready, click Submit.
   
   
   1. If changes are needed, click the back icon (<) to go back and make changes. 
7. A confirmation message displays. 
   
   From here, you can: 
   1. Click Go to Status to return to the Orders overview. 
   2. Click Print to use your computer's print functionality to print the return details.