Despatching returned inventory back to the customer:
In the case of returned inventory that has been internally repaired or repaired by the supplier and is to be sent back to the customer the repair must be logged using the Unit Repaired option.
Once the inventory has been repaired the item can be sent back to the customer.
- Click returns on the Main Menu.
- Select the return from the Pending list to open the Returns Record for that item.
- Click on a line of inventory to see any notes in the Engineer Report section.
- Double click on an inventory line to open the Returned Item window.
- Click the Despatch to Customer button to raise a Despatch Note and prepare the item of inventory for return to the customer.
- Click Yes to raise a Despatch Note.
- Click No if you do not require one.
- The inventory management software will ask for a location for the item to await despatch.
- Click Save and Close the Returned Item window.
- Click Save in the Returns Record.
- If you open the Returned Item window again the Status of the return will have been updated automatically by the inventory management software.
- Once an item’s status has been marked as Returned to Customer you can not use the Open Item button to view it as it no longer exists in the inventory database system.
- Click the Complete button to move the item from the Pending list of returns to Complete.
Warning!
The transfer of an item from Pending to Complete cannot be undone.
- Click on the return in the Complete tab of the Returns window to open it in the Returns Record.
- Click on an inventory line to see any notes in the Engineer Report section.
- Double click on an inventory line to open the Returned Item window.
