Return Page
Note: In order to reach this page and perform a stock return, the RoleThe role is a collection of system features. Each feature has an access level of either read-only or edit. A role is assigned to a user. The user has access to the features found in the role. of the Logged-in UserAn IntelliTrack user has an account with IntelliTrack and uses the software; is active in the system; has a valid username and password; is assigned to at least one division and one site; has a default division and a default site. The user is designated as either an Administrative User or a Standard User. must include the Return featureThis feature is available in edit mode. Access to this feature enables the Inventory > Stock > Return option in the web application and the Orders > Returns option in mobile application. The user may return an item from a customer at the Returns page in the web application or the Return screen in the mobile application..
A return is an inbound order to your warehouse that involves the addition of incoming goods into inventory through a stock return. When you perform a return, you are returning items into inventory that have previously been issued to a customer. IntelliTrack Inventory accommodates stock returns at the Return page. A stock return requires an Order Number, an Order Date, a Customer, and at least one return item.
To reach the Return page, select Stock > Return.
The Return page appears.
Use the Return Order, to receive items that have been previously issued into stock and update the quantity on hand. Once a return order is saved to the system, a return transaction record is generated and displayed at the View History page.
Issue Order Reference
You have the option to reference the stock return order to a stock issue order (see "Return Order with Issue Order Reference"). When the Return order references an Issue order:
- An item may only be added to the Return order if was part of the referenced Issue order.
- The Return quantity may not exceed the Issue quantity.
Performing a Stock Return
For more information about performing a stock return, see "Returning Stock".
Return Page Functionality
The Return page uses icons to add, edit, and delete data.
Icon | Description | Function |
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Delete | Click to delete a line item from the return. |
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Add | Click to add the line item selection to the return order. |
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Clear | Click to clear the selection. |
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Save | Click to process the return transaction. |
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Cancel |
Click to clear line item selection. |
Return Reports
IntelliTrack contains the following return reports; see "How to Load a Stock Report" for more information.