EQD: Returns

A Return is entered to account for the ALL products coming back from the client. Items returned to the warehouse create a new lot record. The “Return For Credit” option must be checked to credit the client.

1. Product is returned
2. A return is entered in the software
3. The Return is invoiced to credit the client.

CRITICAL⚠️ Once a Return is posted it can’t be changed or deleted, only viewed through the Edit button.

Go to Inventory > Return Inventory. Input the Client ID and any previous returns will be displayed.

1. CLICK ADD.
2. Input Client ID: - this is the Client who owns the inventory (or controls).
3. Enter the Item ID: - the item being returned.
4. FROM BOX —
   1. Client ID: the Client who returned the inventory. (Can be different)
   2. Ship From: the Ship to Cost Center from the original warehouse release.
5. Code\Units: - The item’s unit of measure (EA/1).
6. Return Qty: - how many of the unit of measure that were returned.
7. Cost: - Per the unit of measure (CRITICAL FIELD)
8. Sell: - Per unit of measure (CRITICAL FIELD)
9. Remarks: Why was the item sent back?!?
10. Return Number: This will be assigned after the Return is posted
11. TO BOX —
    1. Vendor: is it going back to the vendor?
    2. Warehouse: - You MUST select the warehouse (0)
    3. Numbers: If the item being returned is a numbered item.
    4. Owner: Who owns the Inventory (Client, Distributor, Vendor)
12. Check Boxes —
    1. Return to Stock: adds new lot to warehouse - enter Aisle/Row/Bin (if)
    2. Return for Credit: When checked, the Return can be invoiced to give the client a credit. ** VITAL to the audit trail. Enter the return, invoice the return to credit the client and the return number appears on the invoice proving the client received their credit.
    3. Adjust Usage: Usage was recorded when the item was released/sold to the client. To correct the usage, check the box and select the original month the item was released.
       1. CRITICAL⚠️ - If the item was released in a previous month, and usage is adjusted for the current month, it will create negative usage!
13. POST - CRITICAL⚠️ - Review all fields before posting. A posted return cannot be changed, only viewed.