Difference between revisions of "Return material from customer back to inventory"
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# In the Receive Return Items window: | # In the Receive Return Items window: | ||
## <u>If serialized item:</u> | ## <u>If serialized item:</u> | ||
− | + | ### Check '''Permanent Removal''' | |
− | + | ### Enter the serial number in the Receive Stock tab and click '''Add'''. Click '''OK'''. | |
− | <u>If non-serialized item:</u> | + | ## <u>If non-serialized item:</u> |
− | + | ### Check '''Permanent Removal''' | |
− | + | ### Enter the '''Received Quantity''' in the Receive Stock tab. Click '''OK'''. | |
# You will be prompted with “all items have been received, close return? Click the order?” Click Yes. | # You will be prompted with “all items have been received, close return? Click the order?” Click Yes. | ||
'''*NOTE*''' To start a return from customer equipment to inventory, you can also go to Customers > Customer Equipment. Find your customer and right click on the material you need to return. Select '''Retire''' to permanently remove equipment from Customer Equipment and put it back in inventory. | '''*NOTE*''' To start a return from customer equipment to inventory, you can also go to Customers > Customer Equipment. Find your customer and right click on the material you need to return. Select '''Retire''' to permanently remove equipment from Customer Equipment and put it back in inventory. |
Revision as of 17:33, 11 December 2015
You can generate a return for bringing customer material back into inventory from Customer Equipment or from Returns. Below are the steps starting from Returns.
- In the Inventory module, select Returns.
- Click New and select From Customer.
- Select the Customer in the Search window.
- In the return, select the Return Items tab.
- Click New.
- Click Select From Customer Equipment in the “Enter Items to be returned” window.
- Select the material you are returning in the Select Inventory Item window. If it is serialized, write down the serial number because you have to enter it later.
- Make sure the quantity is correct and Click OK.
- Click Save in the return.
- Click Receive Item.
- In the Receive Return Items window:
- If serialized item:
- Check Permanent Removal
- Enter the serial number in the Receive Stock tab and click Add. Click OK.
- If non-serialized item:
- Check Permanent Removal
- Enter the Received Quantity in the Receive Stock tab. Click OK.
- If serialized item:
- You will be prompted with “all items have been received, close return? Click the order?” Click Yes.
*NOTE* To start a return from customer equipment to inventory, you can also go to Customers > Customer Equipment. Find your customer and right click on the material you need to return. Select Retire to permanently remove equipment from Customer Equipment and put it back in inventory.