Table of Contents

▶️How To Process A Return To Inventory

Matt Staff Updated by Matt Staff

Processing a return to inventory is simple. Just check the "inventory affected" box on the credit memo and the inventory re-populates. That said, it is important the the preceding steps are done correctly, such as creating an inventory item for the customer, ordering stock, receiving inventory, and invoicing the customer. In this tutorial, we assume the inventory item is set up and we have inventory in stock. We begin with placing an order to ship items from inventory.

⚠️ The first steps below are only for the purpose of understanding the full life cycle prior to the return.

Scroll to Step 6 to begin the return.

SINV Order & Customer Invoice

1. Create a New Order

In the main navigation menu, expand the "Orders" module and select "Create New Order". Complete fields and click next. In the Search Catalogs dialog box, select "Ship from Inventory" item type.

2. Select the Item

From the available items in stock, select the item to be shipped.

3. Continue to Place the Order

Continue to follow the prompts, such as entering the quantity, specifying ship to location, and selecting payment type, to place the order.

4. Pick Pack

Process the packing slip to ship the items from inventory.

5. Invoice Customer

In the main navigation menu, click on the Invoicing module, expand "Create New Invoice" and process a customer invoice for the items.

Customer Returns Items

6. Create Credit Memo

7. Enter Quantity Returned

Select the item and adjust the quantity returned. This must be a negative quantity.

8. Select Inventory Affected

Click on the "Inv. Aff." check box to automatically add items back to inventory. Then click "Save" and close the sales journal.

9. Verify Inventory

Navigate to the inventory item affected and click "Update". Then, click on the SKU# and navigate to the "History" tab.

10. Verify Items Returned to Inventory

Notice the "released inventory" event and the change in quantity which adjusted the new quantity for the item.

How did we do?

▶️How To Set Up & Process Royalties

▶️How To Process Inventory Receipts & Post To The Receiving Journal

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