Marking an Order Complete / Product Returns

Creation date: 14/2/2024 2:33 pm    Updated: 14/2/2024 3:55 pm

Marking an Order Complete


Once an order has been placed, you will need to pop in to Engage to mark the order as officially 'Complete'. This means that the employee requesting a product has physically received it from the supplier. 

To do this, you can pop to Orders / View Orders / "View" next to the applicable order, then you can click on the Receive icon to the right hand side of the product line to change the order status to Completed. 



If an order has not been received, we will send you reminder emails in case you need to follow the order up with the supplier. 

If the order has been partially received, or if the product was no longer required by the employee, you have the ability to mark how many items were received in total, and how many went to the employee themselves (which will be taken from the total amount of their allocation), or how many went to stock if that was the case. 



Returns


If an employee needs to return a product (EG if a top was the wrong colour / faulty), you are able to mark the item as returned in Engage. 

To do this, click on Employees / "Return" next to the employee returning an item, or Returns on the Engage side bar / Create Return. 



Any products that they have had marked as received will show on the Select Product drop-down. Fill in the form fields and click Save once ready. 



Once added, a summary of the line will appear. You can add more than 1 line if required. Once you click on Complete Return, you will be taken to the View Returns listing page where you can view/download information about the return at a later stage as required. 




If you have any other queries regarding Engage or Ordering, please contact us at support@engagesolutions.co.nz and we will get back to you as soon as we can.