Cancel or Return DS Equipment

As a Directed Supply (DS) contractor or client, you can cancel an order before it is shipped, picked up, or delivered. After you receive the order, you must initiate a return.

Cancel a Directed Supply Order

On the rare occasion when you need to cancel an order, follow these instructions to cancel an order before it is picked up or delivered.

  1. Locate the order you want to cancel. The order’s status must be Created.
  2. Go to Actions and choose Cancel.
  3. Type the reason for canceling the order and click Submit.
    This order was canceled because it was a duplicate order.
  4. Verify that the status of the order changed to Cancelled.
    The status of the order is now Cancelled.

You can view, but not edit, a canceled order in the Motili Platform.

Return Equipment or Supplies

Use these guidelines to create a return request after equipment or parts were picked up or shipped.

  • The line item's status must be Completed, which indicates that the equipment was ordered and fulfilled.
  • Partial returns are not permitted. If you ordered two of the same item, you must return both items.
  • The line item must be for equipment or a part. You cannot select a line item for labor, custom fees, freight, or supplied labor.
  1. Locate the order you want to cancel and verify that the status is Completed.
    1. In the Orders page, click Advanced Filters.
    2. Click Status and choose Completed.
    3. Click Save.
      Tip: Only Direct Supply contractors have access to the Orders menu. If you don’t see the Orders menu, contact your Motili representative.
  2. Click Actions and choose Create Return.
  3. Complete these fields:
    • (Required) Return Reason - Choose a reason from the drop-down menu.
    • Credit Memo Number - Type the number that ties the credit to what was issued from the vendor. You likely won’t have this number at this point.
    • Authorization Number - Type the number supplied by the vendor to approve the return.
    • Return Note - Type more detail here.
  4. Select the check box next to the equipment you are returning and click Save. You can select multiple items if they are all being returned for the same reason.
    The Return Reason is listed as "Damaged or Lost Equipment/Part" and the note explains that the compressor arrived damaged.
  5. Select the Returns tab to verify that the status of the line items being canceled changed to Returning.
    The status change to Returning for the line items.

See Also