A Doc-55 Return is a way to generate a return invoice that will be included with your weekly LDB Batch Report. This process will allow you to create and track returns, while also adding the returned product back into your inventory.
If you are an Ollie Order user, this process is two-fold:
1) Generate the Doc-55 in Ollie Logistics
✅ Ensure that you create the Doc-55 invoice out of the correct warehouse and enter the quantity of each product you would like to pick up from the customer, and save
✅ Once the Doc-55 is marked off as Delivered in Ollie Logistics, the product will be added back into inventory in the corresponding warehouse
2) Create a Refund in Ollie Order
✅ If the customer has been charged for the original order that they would like now like to return, you will need to generate a Refund
✅ Find the original order in Ollie Order and click on the invoice number - this will open the order. Scroll down to the Payments section to see the original charge
✅ Click the three dots next to the charge amount and select Refund Payment...
✅ Enter in the dollar amount that you would like to refund - this can be a total or partial refund - and process the return. This will refund the cardholder
Ollie Tip💡: Add a note under the NOTES section (i.e. "Doc-55 #xxx-55 created on July 1, 2020) on the order to keep your Doc-55 process organized