Editing Return material from customer back to inventory
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| − | Returns are | + | 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. |
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| + | <br>1. In the Inventory module, select '''Returns'''. | ||
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| + | <br>2. Click '''New''' and select '''From Customer'''. | ||
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| + | <br>3. Select the '''Customer''' in the Search window. | ||
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| + | <br>4. In the return, select the '''Return Items''' tab. | ||
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| + | <br>5. Click '''New'''. | ||
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| + | <br>6. Click '''Select From Customer Equipment''' in the “Enter Items to be returned” window. | ||
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| + | <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. | ||
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| + | <br>8. Make sure the quantity is correct and Click '''OK'''. | ||
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| + | <br>9. Click '''Save''' in the return. | ||
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| + | <br>10. Click '''Receive Item'''. | ||
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| + | [[File:ReceiveItem.png]] | ||
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| + | <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'''. | |
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| − | + | <br>12. You will be prompted with “all items have been received, close return? Click the order?” Click Yes. | |
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| − | + | '''*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. | |
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