When you have finished using items for a project, follow these steps to return them to the warehouse or stock location.
From the Navigator Panel, expand Inventory Movement.
Click Returns Home.
Select the Return From Location or Employee.
(Optional) Select a Cost Center if available.
Once the location is selected, review the items that appear in the Start Return menu.
Click on an item to view details such as:
Item Number
Item Description
On Site Amount
Available to Return Amount
Pending Return Amount
To Return Amount
Check the box next to each item you want to return.
(Optional) Use the search bar or filters to find specific items faster.
Click Add to Ticket.
(Optional) Hide or unhide items that have been added to the ticket.
Click the Ticket Image at the top right of the screen that shows the quantity number to open the return ticket.
Enter the Stock Location where you want to return the item.
Enter the Pick Up Date. (This can be a future date.)
(Optional) Add any comments related to the return or collection.
Click Submit to send the ticket or Cancel to discard it.
After submitting, you will return to the Returns Home window, and the item will appear in Returns in Progress.