Deliveries - declaration and return of material from the warehouse

To start the return, select the warehouse, choose what you want to return and call the return order declaration action. We can also add items to an existing (and open) return order from other structural items.

Enter the description of the return order - we describe the scope for information, we can modify the quantity of returned items (by default, the total quantity in stock is taken). We save the return order declaration. Such a document is sent to the supplier after the status changes to 'Approved'. The supplier can then confirm the arrival date of the transport, etc.

Immediately after creating a return order, the system will immediately ask whether to create a physical return for the order. The return itself (for the order) allows you to physically load the elements on the vehicles (when they appear).

The system automatically enters the items specified in the return order into the return. It can also be an empty list and supplement it already during loading at the construction site. We save the return declaration in the system. It automatically receives the status "Loading".

In the 'Delivery' tab, we can see the declared return in the 'Loading' status

We move on to the details of the return. It is here that we have information about which elements have been loaded, which ones have been declared on the basis of the return order. To carry out the loading, we can either open the mobile device, in which we will see the given return in the section Deliveries/Returns and we can load there (directly at the construction site). We can also trigger the loading directly from the desktop interface from the return context menu.

The loading window opens. Depending on the configuration of the instance, we may be able to indicate loaded items. By default, all elements from the declaration are loaded. We can specify the number of loaded items. We can also add items based on stock levels. We can also add photos/captions to the upload.

Alternatively, depending on the configuration, we can indicate the structural elements of the order and determine their order in which the supplier will settle the returned elements.

After confirming the loading of the return document, the status changes to 'In transit' and an email is sent to the supplier with information on what items have been loaded and sent to the supplier.

In the case of automatic integration of IT systems with the supplier, we may receive a return check in the form of the supplier’s GRN document. In this case, the supplier verifies the returned items and sends a document that we treat as a return check (at the supplier’s warehouse)

In other cases, we can perform the check ourselves (mobile or desktop)

The return is in the status "In transit". We invoke the return check from the document’s context menu.

We can update quantities, add photos, captions, etc. For details of all operations, please refer to the user manual.

In this example, we complete the check without changing the quantity, we do not create a complaint. If the user is authorized to perform warehouse operations, a question will be automatically opened whether to immediately enter the document into the warehouse and correct the quantity. If the user does not have such permissions, someone with permissions from the return view can do it.

In our case, we agree to put it into storage

We indicate how to number the warehouse document and set the date of entry/removal from the warehouse. After approval, an issue document is automatically created from the warehouse and the stock levels change.

The inventory has been corrected. The stock corresponds to the current stock of the warehouse at the construction site. The target documents have been forwarded to the supplier.

We go to the selected warehouse. Select the items you want to issue (return) and click the (-) button, i.e. release from the warehouse

We complete the elements, the recipient, modify the quantities, etc. We approve the document.

The stock level decreases accordingly. The issue document is created.