How to Use Return Builder

You can access the Return Builder view from any Returns page by clicking the Returns screen at the top of the page, then the Return Builder view along the left side, and finally the Find Item button, or directly from the Returns Home screen, by clicking on the Return Builder View link found on the body of the page.

To request authorization to return product to Tech Data follow these steps:

Step 1 - Select Item(s)

1. To search for invoiced items to add to the Return Cart, open the query view by clicking on the Find Item button or the New Return button.

   Note: Although both buttons will open the query view, the New Return button will clear out any unsubmitted items in the Return Cart. Use the Find Item button if you wish to add additional items to the Return Cart.

2. In the Find Invoiced Items query, enter only one of the requested values (Invoice #, PO #, Serial #, Part # (Tech Data Part #) or Order #) and click Search.
3. From the list of item(s) at the bottom of the screen, click on the Cart icon next to each item you wish to return. This will add the item to your Return Cart. NOTE: If the result of your query does not produce any items to select from, please recheck your number and try again.
   • To add more than one item to your Return Cart, repeat numbers 2) and 3) above.
   • To remove any items from your Return Cart, click on the Delete icon next to each item you wish to remove.
   • To verify the Product Return Guidelines for any item in your Return Cart, click on the hypertext part number link displayed under the Part # column.
4. When finished, click the Step 2 button.

Step 2 - Edit

The first item in your Return Cart will be displayed in the Return Line Detail. Complete the required details for this item by clicking the Edit button. Click the Save button when finished.

Qty: Enter the quantity you are requesting to return. This number defaults to 1 and cannot exceed the Quantity Eligible.

Return Type: Select the appropriate option: Defective, Open - Non Defective, or Factory Sealed.

Reason for Return: Provide a brief reason for the return request (maximum 75 characters).

Vendor PreAuth:: If an item requires a Vendor Pre-Authorization Number, a required text box will appear. Otherwise, this field is not required.

If you have more than one line item in your Return Cart, navigate to each line for editing by clicking the >> (next) and << (previous) buttons.

If Serial Numbers appear at the bottom for any item in the Return Cart, you must select the Serial Number(s) from the left side column that matches each item. The number of records selected must equal the quantity you are returning.

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Step 3 - Review

Check the item(s) you wish to return to ensure accuracy.

To remove an item: click on the Delete icon next to the item.

To modify information on an item: click on the Edit icon next to the item to return to Step 2 - Edit above.

To add more items to your Return Cart: click on the Add Items button to return to Step 1 - Find Item above.

Note: Do not use your browser back button for this step as you may lose some of your data.

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Step 4 - Submit

When finished, click the Submit button. You will receive one of the following four response messages:

• Approved - "The request to return this item has been approved. A confirmation e-mail will be sent with the Return details and instructions."
• Denied - "The request to return this item has been denied. See reason(s) below."
• Under Review - "This Return Request is being reviewed. Tech Data will contact you."
• Mixed - "Some of the requested return items have been denied or require review. These may be viewed by clicking on the item number in the "My Requested Return Line Items" view, or by reviewing the confirmation e-mail."
  This situation can occur when submitting a request return with more than one part or item.