Send returned inventory to supplier for repair or refund
Use the Send to Supplier button to flag inventory that has been sent back to the supplier for repair or refund.
- Click returns on the Main Menu toolbar of the inventory management software.
- Double click on a return in the Pending list of the Returns screen to open the Returns Record window.
- Click on an inventory line to see any notes in the Engineer Report section.
- Double click on the inventory line to open the Returned Item window.
- Click the Send to Supplier button.
- The inventory management software will open a Confirm Restock window.
- Click No to cancel the action.
- Click Yes to mark the inventory as returned to supplier.
- The inventory management software will show the inventory as Returned to Supplier Under Warranty in the Engineer Report field of the Returns Record window.
- Click Save to record the current status of the returned inventory in the system.
- The inventory management system will also flag the returned inventory as Returned to Supplier in the Status field of the Returned Item window.
There are two ways to deal with inventory that has been repaired by the supplier and returned to you.
- Use the Repair and Restock button to flag the inventory as repaired and enter it back to the inventory database.
- Or use the Unit Repaired button to mark the inventory as repaired and send it back to the customer using the Despatch to Customer button.
If the supplier provides a refund or credit the item must be manually released from the inventory system to maintain an accurate stock level.
- Click Open Item. This will open the Stock Item window. All inventory that has been repaired by the supplier and returned will be treated as single tracked items by the inventory management software.
- Click the Release button at the bottom of the Stock Item form to manually release the inventory item from the inventory system.
- The inventory management software will give you the option of cancelling this action or confirming it in the Confirm Stock Release window.
- Click No to cancel the action.
- Click Yes to continue and release the inventory from the system.
- The inventory management software will ask you to enter a cause for release in the Unit Release box.
- Enter a cause and click OK.
- The inventory management software will automatically release the inventory from the database system.
- Click Save.
- Click the Complete button to move the item from the Pending list of returns to Complete.
Warning!
Do not click the Complete button on a pending return order that has been sent to the supplier until the inventory item has been repaired and returned by the supplier or they issue a credit has been issued by the supplier.
The transfer of an item from Pending to Complete cannot be undone.