Back to Inventory Main Menu

Supplier and Inventory Returns

There are two types of return transactions in InventoryEdge, Supplier Returns and Inventory Returns. In a supplier return, you are removing the inventory items from your on-hand quantity and returning the items to the supplier you purchased them from. An inventory return is when items that were previously issued out for use are returned back to your stock, adding that amount back to your on-hand quantity. Required fields are indicated by a red check box .

Entering a Supplier Return (Long Form)

  • Click on the Returns link in the Transactions section of the home page.
  • From the My Returns list, click on the + Add New Supplier Return link on the right side of the list.

 

 

  • Enter a Return Reason.
  • Select the Inventory Type of the item from the drop down list.
  • Type the Item Number into the field or click on the binoculars icon to open a pop-up window where you can search for and select the item.
  • The Transaction Date will automatically populate with today's date.
  • Select the Supplier from the drop down list.
  • Select the Pool that the items are being removed from.
  • Select the Budget Code if needed.
  • Enter the Quantity of items you are returning. The cost information will automatically populate.
  • Enter Notes if needed.
  • Click Submit to save the transaction.

 

Entering Multiple Supplier Returns (Clerk Form)

  • Click on the Returns link in the Transactions section of the home page.
  • From the My Returns list, click on the New Supplier Return (Clerk Form) link in the Shortcuts section at the top of the page.
  • On this page, you can enter up to five supplier return transactions at one time. The field headings in the bar at the top correspond to the entry fields in the columns below.
  • Enter the information into the appropriate fields and click Save at the bottom of the form.

Entering an Inventory Return (Long Form)

  • Click on the Returns link in the Transactions section of the home page.
  • From the My Returns list, click on the + Add New Inventory Return link on the right side of the list.
  • Enter a Return Reason.
  • Select the Inventory Type of the item from the drop down list.
  • Type the Item Number into the field or click on the binoculars icon to open a pop-up window where you can search for and select the item.
  • The Transaction Date will automatically populate with today's date.
  • Enter the Work Order ID number (WOID) that these items were issued to, if applicable. *Note: When you save a return from a work order, the cost for those items will automatically be deducted from the total cost on the work order. You will see that the item was returned in the Transaction section of the work order.
  • If you enter a WOID for this return, the Location, Bldg./Unit, Project, Assign To, and Budget Code will populate based on the information on that work order. If needed, you can select this information manually if the issue was not related to a work order.
  • Select the Pool that the items are being returned to.
  • Enter the Quantity of items that are being returned. The cost information will automatically populate.
  • Enter Notes if needed.
  • Click Submit to save the transaction.

 

Entering Multiple Inventory Returns (Clerk Form)

  • Click on the Returns link in the Transactions section of the home page.
  • From the My Returns list, click on the New Inventory Return (Clerk Form) link in the Shortcuts section at the top of the page.
  • On this page, you can enter up to five inventory return transactions at one time. The field headings in the bar at the top correspond to the entry fields in the columns below.
  • Enter the information into the appropriate fields and click Save at the bottom of the form.

 

Did you find this helpful? 

 

Back to Top