Editing Return material from customer back to inventory

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.

 
<br>1. In the Inventory module, select '''Returns'''.

<br>2. Click '''New''' and select '''From Customer'''. 

<br>3. Select the '''Customer''' in the Search window.

<br>4. In the return, select the '''Return Items''' tab. 

<br>5. Click '''New''''''Bold text'''. 

<br>6. Click '''Select From Customer Equipment''' in the “Enter Items to be returned” window.

<br>7. 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.

<br>8. Make sure the quantity is correct and Click '''OK'''.

<br>9. Click '''Save''' in the return.

<br>10. Click '''Receive Item'''.


[[File:ReceiveItem.png]]

<br>11. In the Receive Return Items window:

<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>
* Check '''Permanent Removal'''
* Enter the '''Received Quantity''' in the Receive Stock tab. Click '''OK'''.
             
<br>12. 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.

 

 


[[File:Example.jpg]]
@@ Line 1: / Line 1: @@
-Returns are also called RMA's for Return Material Authorization
+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.
-You can generate a return for bringing customer material back into inventory from Customer Equipment or from Returns.
+<br>1. In the Inventory module, select '''Returns'''.
+<br>2. Click '''New''' and select '''From Customer'''.
+<br>3. Select the '''Customer''' in the Search window.
+<br>4. In the return, select the '''Return Items''' tab.
+<br>5. Click '''New''''''Bold text'''.
+<br>6. Click '''Select From Customer Equipment''' in the “Enter Items to be returned” window.
-== Below are the steps starting from Returns ==
+<br>7. 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.
-# In the Inventory module, select '''Returns'''.
-# Click '''New''' and select '''From Customer'''.
+<br>8. Make sure the quantity is correct and Click '''OK'''.
-# Select the '''Customer''' in the Search window.
-# In the return, select the '''Return Items''' tab.
+<br>9. Click '''Save''' in the return.
-# Click '''New'''.
-# Click '''Select From Customer Equipment''' in the “Enter Items to be returned” window.
+<br>10. Click '''Receive Item'''.
-# 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.
+[[File:ReceiveItem.png]]
-# Click '''Receive Item'''.
-# [[File:ReceiveItem.png]]
+<br>11. 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'''
+* Check '''Permanent Removal'''
-### Enter the serial number in the Receive Stock tab and click '''Add'''. Click '''OK'''.
+* 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'''
+* Check '''Permanent Removal'''
-### Enter the '''Received Quantity''' in the Receive Stock tab. Click '''OK'''.
+* 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.
+<br>12. You will be prompted with “all items have been received, close return? Click the order?”  Click Yes.
-== To start a return from customer equipment to 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.
-* Go to Customers > Customer Equipment.
-* Find your customer and right click on the material you need to return.
-* Select '''Return Remove/Retire''' to permanently remove equipment from Customer Equipment and put it back in inventory.
-* [[File:ReturnEquipment.jpg]]
+[[File:Example.jpg]]