RETURN TO VENDOR (RTV) PROCESS

Created by ChecklistGuro (https://checklistguro.com)

[ ] Retrieve Purchase Order Details: Fetch the original Purchase Order entry to verify item details, price, and vendor information.
[ ] Identify Defective Items: Retrieve the specific line items from the inventory data model that are marked for return.
[ ] Calculate Total Return Value: Sum the cost of all defective items plus any applicable shipping/restocking fees.
[ ] Create RTV Request Record: Generate a new entry in the 'Return to Vendor' data model with all retrieved details.
[ ] Warehouse Inspection Task: Assign a task to the Warehouse Manager to physically verify the damage and pack the items.
[ ] Update Inventory Stock Level: Update the inventory data model to reflect that these items are no longer in 'Available' stock and are now 'In-Transit to Vendor'.
[ ] Quality Assurance Approval: Assign a task to the QA Specialist to review the inspection photos and approve the return.
[ ] Notify Vendor of Return: Send an automated email to the Vendor's contact address containing the RTV details and shipping instructions.
[ ] Create Return Shipping Label: Create a new entry in the 'Logistics' data model to track the tracking number and carrier.
[ ] Calculate Total Monthly RTV Value: Aggregate all RTV entries for the current month to provide a summary of loss/returns.
[ ] Finance Credit Memo Verification: Assign a task to the Accounting team to ensure the vendor has issued the appropriate credit note.
[ ] Finalize RTV Status: Update the original RTV Request entry to 'Completed' once the credit is confirmed.
[ ] Generate Monthly Vendor Performance Report: Create a report summarizing return frequency and reasons per vendor for procurement review.

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