Returning Items to a Warehouse
The following document contains detailed instructions for this process- Returning Items to a Warehouse
This video walkthrough will take you through the entire process.
When a job is “Completed”, any items that were listed in the Material or Equipment sections of the job’s invoice are “consumed” from the warehouse or truck listed on that item. This reduces the available quantity of that item in the warehouse.
If any of those listed items were NOT used on the job, you will need to return them to warehouse stock and remove their cost from the job invoice.
Note- If the items were purchase directly for the job and you will return them to the vendor, follow the instructions in the Returning Items Purchased for a Job but Not Used/Needed document.
How you return the items depends on the export status of the Job invoice:
- If the Job Invoice is not exported- From the Material or Equipment list on the invoice, click the X next to the items that were not used to return them to the warehouse they were consumed from. This will return them to the warehouse listed and remove their cost from the job.
- If the Job Invoice HAS been exported- After the job invoice is exported, you can no longer edit the Material and Equipment lists. To return the items to the warehouse and remove their cost from the job, you will create an Adjustment Invoice and on it, list the items being returned with a negative quantity. This will INCREASE the quantity of those items in the warehouse and subtract the cost of those items from the job.
If you are returning Equipment items to a warehouse, there are some extra steps you will need to complete. The extra steps in the process are included in the linked document.
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