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Dashboard
Customer Success avatar
Written by Customer Success
Updated over 3 years ago

The dashboard is the opening screen of the Service module. The dashboard is divided into two sections:

Top of the dashboard

Shows the number of returns in each status of the returns process:

  • Authorization

  • Logistics

  • Processing

  • Settlement

The bottom part of the dashboard

Shows the work for today:

Urgent action needed

  • Shipment failed: Your customer cannot ship the return because an error has occurred. Your urgent action is needed to resolve the shipping issue.

Normal action needed

  • Requests for authorization: Your customer is waiting for approval to ship the return. When you have authorized the return, your customer can ship it.

  • Authorization rejected: You have rejected a return and your customer has been informed about it. Keep your dashboard clean by archiving the return.

  • Booking needed: Your customer is waiting for a confirmation when the return will be collected. You might need to make a pickup booking with the carrier.

  • Returns for settlement: Your customer is waiting for the requested service. The return has been received and processed in the warehouse and can be settled and completed.

Monitoring needed

  • Approved for shipment: Your customer can ship the return. You can mail a shipping reminder if the return is not shipped yet.

  • Shipments in transit: The return is on its way to the warehouse with the selected carrier. Just wait for it to arrive or track the shipment if arrival takes too long.

  • Returns awaiting arrival: The return is on its way to the warehouse with an external shipping solution. Just wait for it to arrive.

  • Returns received: The return has been received in the warehouse and will be processed soon.

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