Creating and Initiating a Withdrawal

Creating a recall/withdrawal allows you to quickly and easily communicate across your supply chain and request action be taken by your internal location(s).  To create a recall/withdrawal, there are four data components to update and/or review:

• Withdrawal details

• Impacted products

• Impacted locations

• Communication details

To Create a Withdrawal

For information on creating a Withdrawal template, see this article: Creating a Withdrawal Template

1. Click on Withdrawals in the left navigation menu.

2. Click Create a New Withdrawal to create a new withdrawal or click into one within the Drafts list.

a. Alternatively, you can copy an existing withdrawal to easily copy over product, location, and withdrawal details by clicking the copy button the right side of the list view.

Once all necessary details are included, click Next at the bottom of the screen or Save and Continue Later to save as a draft.

4. Select all products you wish to include in the Withdrawal

Once the applicable products are chosen, click Next at the bottom of the screen or Save and Continue Later to save as a draft.

5. Enter any details about the product(s) you selected.

Once all necessary details are included, click Next at the bottom of the screen or Save and Continue Later to save as a draft.

6. Select the locations you would like to notify about the Withdrawal. The list of locations can be streamlined by using filters such as Distributor to ensure all affected locations are included.

Once applicable locations are chosen, click Next at the bottom of the screen or Save and Continue Later to save as a draft.

7. Verify the contacts to be notified at the selected locations

Once all contacts are reviewed and included, click Next at the bottom of the screen or Save and Continue Later to save as a draft.

8. Review and make any necessary updates to the communication template(s) by clicking on each location contact to review the template.

 NOTE: In order for a contact to receive text messages, your contacts must have a phone number entered in the "Mobile" field that can receive SMS messages. To receive phone calls, users need to have either a number entered in the "Mobile" or "Phone" fields. 

9. Review the information entered within the recall/withdrawal and check the box to indicate as such. Once review is complete, there will either be the option to submit the withdrawal for review or launch the withdrawal.

Submit for Review: This option is available to users with the ability to "Create Withdrawals," configured within User Management. In order to submit the withdrawal for review, select the Reviewer Role and/or Assigned User(s). 

Launch Withdrawal: This option is available to users with the ability to "Create and Launch Withdrawals," configured within User Management.