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Return Inventory in Work Order Detail

Easily return inventory to its original location.

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Written by Ivan Jelinic
Updated over 4 months ago

Purpose

Within the Work Order Detail page, the Return Inventory feature allows users to seamlessly return inventory to its original destination inventory item.

What can you do with it?

With the Return Inventory feature, you can efficiently manage the return of inventory to its original destination, ensuring your inventory records remain accurate and up-to-date. This functionality facilitates the precise tracking and management of inventory items within your operations.

How is it done?

  1. Access Inventory Tracking

    • Choose whether the inventory is returning to an already existing item or if you’re creating a new one.

  2. Select Destination Location

    • Use the Data Select of Locations to choose where the inventory is going back to.

  3. Name Your New Inventory

    • Input a name in the Text Field if creating new inventory. Leave it blank to allow automatic generation.

  4. Choose Destination Inventory Item

    • Select your desired item using the Data Select of Inventory Item.

  5. Select Destination Lot

    • Use Data Select of Inventory Lot to specify the lot of your inventory item.

  6. Specify Inventory Unit

    • Pick the unit of measurement with Data Select of Inventory Units linked to your inventory product.

  7. Enter Quantity

    • Input the amount to be returned in the Numeric Field to ensure precise control over your inventory levels.

  8. Set Timestamp

    • Choose a date, or leave empty for the current time to be set. Note that this timestamp cannot predate the Work Order Open date.

  9. Select Status

    • Use Data Select of Statuses to categorize the current state of the inventory item.

Important Considerations

  • Timestamp Constraints: Remember, timestamps cannot be backdated before the Work Order Open Date & Time.

  • Destination Integrity: Ensure accuracy in selecting destination inventory items and lots to maintain inventory integrity.

Best Practices

  • Verify Entries: Double-check all inputs to prevent any discrepancies in inventory tracking.

  • Consistent Naming: For new entries, maintain consistent naming conventions to simplify future tracking efforts.

  • Regular Reviews: It’s a good practice to periodically review returned inventory reports for any inconsistencies or anomalies.

By following these guidelines and steps, you'll maintain efficient inventory management and reduce the risk of errors in your operations.

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