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The Return Order screen allows the User to create and manage Inventory Return Orders. Return Orders require a Vendor and a Warehouse, Equipment from the Warehouse can then be added to the Return Order. A Return authorization number for the Order may be specified.

Return Order basics video

Return Order tabs

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On the Return Order are the following tabs: Equipment, Activity/Remarks, Attachments, and User Defined Fields.

Adding a new Return Order

To create a new Return Order click the 'Add' button on the grid.

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When the Return Order form opens, add the Warehouse the Equipment will be returned to and the Vendor as well. Users may also specify a return authorization number if applicable. Add Equipment to the Order on the Equipment tab which will appear in the grid with status set to 'Returned'.

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The Basics

• Required Fields:
  • Status - The status of the Return Order will allow Inventory Managers to sort Return Orders more easily. 
    • Pending - The Pending status is meant to be used when building a Return Order, but before it is has been sent to the Vendor. This Status allows for internal processes like Approvals from internal organizational business practices to go through. If the Return Order or Equipment on it is declined at any point before the Return Order is sent to the Vendor, they can be edited by the Inventory Manager.
    • Open - The Open Status is meant to be used to Process Inventory on the Return Order and assign an action to the Equipment depending on how the User wants the Equipment to be returned.  When clicking the Image Added button, Users can choose to Edit, Repair, Replace, or process One Way the selected line of Equipment.
    • Closed - The Closed status can only be set once all the Inventory is processed. This status lets Users know that the Return Order has been addressed and no longer requires work to be done.
  • Created Date - The Created Date field will let Users know when the Return Order is created.
  • Warehouse - The Warehouse on the Return Order Form Header is only a placeholder, a default value. It is used for the Warehouse Picker on the Return Order Process form
  (when you decide to Repair/Replace/One-Way the line item). You
  • . Users can change that Warehouse selection to an alternate and the Repair/Replace Equipment will be stored to that Warehouse. There is no additional logic behind this field.
  The
  • Vendor - The Vendor selection filters which Equipment
  Catalogs
  • Catalogs can be added to the Return Order. It is not possible to return something to a
  vendor
  • Vendor that can't be ordered from that
  vendor

The status of the Return Order must be set to 'Open' in order to receive Equipment back into Inventory. When you receive items back from repairs/replacement, select their lines from the Return Order and click the Image Removed button. You can do multiple at once if you wish.

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Within this form, you can use the Image Removed button to update incoming items' conditions and return statuses (Repair or Replace) as well as assign new Serial Numbers and Asset Tags. You can also quickly switch the Repair or Replace status using the Image Removed, Image Removed or Image Removed buttons to change selected rows' return status. Lastly, you can change the destination Warehouse of the received items. You'll be limited to the Warehouse selected for the Return Order, and its descendant Warehouse Locations.

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• • Vendor.

Return Order basics video

Adding a new Return Order

To create a new Return Order click the Image Added button on the grid.

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When the Return Order form opens, add the Warehouse the Equipment will be returned to and the Vendor as well. If there is a Master Default Return Warehouse set, the Warehouse field will automatically populate with that value. Users may also specify a 'Return Authorization Number' if applicable.

Closing The Order

You can close the Return Order at any point after it is Open. Once all anticipated items on the Return Order are processed, closing finalizes the Order, and it cannot be reopened. Sometimes you Users may be returning items with no expectation of repair or replacement. The Return Order keeps track of when and where "Returned" Equipment was sent back. In the sample above, the The last visible record would be left out of Inventory because it was Returned with no further action taken. This is made Explicit explicit with the requirement to click the One Way button.

Return Order tabs

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On the Return Order are the following tabs: Equipment, Activity/Remarks, Attachments, and User Defined Fields.

Return Order Form Buttons

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