Inventory Returns

You will create a Inventory Return in the following situations. You can click the links below to access an article that details each process and contains a video walkthrough.

1. The return of materials or equipment that have been purchased for, but not used on a job
2. Returning materials or equipment to a supplier for warranty credit
3. Excess warehouse or truck stock being returned to a supplier for credit
4. Returning unused items to a warehouse
   

A complete document which includes all four process can be found here- Inventory Returns

Existing Returns can be found in the Inventory screen by selecting the Returns option on the left side of the screen.

From there you can navigate to the tabs that represent the statuses of the Return.

1. Pending- The return has been created but the items have not yet been returned to the supplier. 
2. Returned- The item listed on the Return have physically been returned to the supplier.
3. Credit Received- The status indicates we have received the expected credit from the supplier. Once marked as “Credit Received” the Return is ready to be batched and exported to Intacct by the AP Accounting team. If a Return is created using the Auto Receive Vendor Credit Return Type, the return will automatically be set to this status when created and saved.
   
4. Canceled- At any point up to the Return being exported to Intacct it can be canceled. 
   

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