The whole returns process, end to end
From the first reply to the customer to raising the credit, SalesEnact can handle every step of a return. You decide what it does on its own and where a person signs off.
What it handles
SalesEnact can run the whole return, from the first reply to the customer to raising the credit. You choose how much it does on its own.
Gather the details
If a customer has not said what they are returning or why, SalesEnact can reply and ask, on its own or for your approval, so nothing stalls waiting on information.
Check damage from photos
It reads the photos attached to the request, assesses the reported damage and records what it found against the case.
Match to the original order
The account and items are tied back to the NetSuite order they were sold on, with prices and quantities read from the record.
Sort the outcome
Replacement, collection or return to stock, arranged for the customer the way your procedure handles it.
Raise the credit
Once the return is confirmed, SalesEnact prepares or raises the credit note, with or without an approval step as you choose.
Keep the record
Every message, decision and action is recorded against the case, so you can see what ran on its own and what a person approved.
Built around your return procedure
Every wholesaler handles returns differently. SalesEnact works to your procedure, not a fixed one. Your rules decide what happens at each step, so nothing is hard-coded.
Tell us how your team handles returns and SalesEnact follows it, from the questions it asks to the checks it runs before a draft reaches you.
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Eligibility rules
Return windows, item condition and restocking, applied the way your policy sets them.
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Reason codes
Damaged, short, wrong item, over-ordered — mapped to the codes your team already uses.
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Authorisation steps
Who signs off, and at which point, follows your own approval chain.
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The outcome
Replacement, collection or return to stock — whatever your procedure calls for.
An example return process
One way a return can flow, from the first message to a closed case. Yours can look however you need — this is an example, not a fixed path.
Your returns, your control
You decide, stage by stage, what SalesEnact does on its own and where a person steps in. Let the low-risk steps run automatically and keep a hand on the ones that matter.
Set it per stage. Each step can run on its own or wait for sign-off. Reply to a customer for missing details automatically, for instance, but hold the credit note for approval.
Dial it up at your pace. Start with approvals on everything and hand over more as you see how it performs, step by step.
Full audit trail. Every message, decision and action is recorded against the case, so you can see what ran on its own and what a person approved.
See a demo
Book a demo and we'll walk through SalesEnact on the kinds of returns your team handles, matching each one to the original order and drafting it, field by field, for your team to approve.
Book a demo