Stock Return

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 Mobile accommodates stock returns at the Return form.

Stock is returned from a customer. A stock return requires an Order Number and a Customer as well as an item that is being returned. A customer return may be referenced to a previous stock issue for a customer.

Important: In order to perform a Stock Return in IntelliTrack Mobile, the logged-in user must have edit access to the Return feature; for more information about system features, see " System Features".

Order Preference Settings

Orders Preference settings facilitate the stock return process by setting a default return quantity; see "User Preferences".

Referencing a Return to an Issue

A return may be referenced (optional) to a previous issue order for the selected customer. When the Return Order is referenced to an Issue Order, an item may not be processed as part of the Return Order if it is not part of the referenced Issue Order or if it exceeds the issued quantity in the referenced issue order.

How to Return Stock

When you perform a stock return, you are receiving items into inventory. A stock return is performed from the Return form.

Header Tab

At the Header tab, enter the order number, customer, ship to address, and issue order reference.

1. From the Main form tap the Orders option and select Returns.

2. The Return form appears. The Header tab is to the front.

3. Header Tab: Select to bring this tab to the front. Enter the header information in this tab.
   1. Order No. (Mobile RF) (required): The order number must be unique. If auto-numbering is enabled, select the Browse button to generate the issue order number. If auto-numbering is not enabled, enter the order number in this field.
   2. Order No. (Mobile Batch) (required): The order number does not have to be unique.
      1. To add a new order, enter a new order number in this field.
      2. To add an additional item or items to an existing order, enter the existing order number in this field.
   3. Customer (required): Scan the customer in this field or select the Browse button to reach the Select Customer form and select a customer from this form.
   4. Ship To (optional): Select the Browse button to reach the Select Shipping Address form and select a shipping address from this form.
   5. Reference (optional): Enter an issue order number for the return order customer in this field to reference this issue to the return.
      1. RF mode: The items in the referenced issue order will be validated when the return order is saved: the user is notified if an item is not found in the selected reference order or if the return quantity exceeds the item's issued quantity in which case the item cannot be added to Return order.
      2. Batch mode: The items in the referenced issue order will be validated during upload processing in the IntelliTrack web application: the user is notified if an item is not found in the selected reference order or if the return quantity exceeds the item's issued quantity in which case, the item will not be processed for Return.

UDF Tab

At the UDF tab, you have the option to add specialized order information in up to four UDF fields.

Details Tab

At the Details tab, add an item or items to the Return order.

1. Tap the Details tab to bring this portion of the form to the front.

2. Add the items to the return via this tab.
   1. Add icon: select to add an item to the order via the Receipt Details form.
   2. Cancel icon: once an item is added to the Details, select to cancel adding this item to the order.

    

3. When all items have been added to the order, select the Save icon to process the return.
4. Select the Cancel icon to cancel the return.

Adding a Detail Record to the Return

Add a record to the order at the Return Details form. The steps below show the standard return details form. To see information about the Return Details form with the drop down lists feature, see "Return with Mobile Drop Down Lists Feature".

1. Site: Select the site where the item is being returned.
2. Location: Enter the location where the item is being returned.
3. Item#: Enter the item number (entering the alternate item number will also display the item number) that is being returned in this field.
4. When you select an item number that requires an expiration date, lot, or serial number, you must enter this information for the item. Serial numbers are entered at the Enter Serial Numbers form. For more information on adding serial numbers to the returned item, see "Serialized Items".
5. When you select an item that uses RFID, this item will accept an RFID tag number; see "RFID Item in Mobile App".
6. Item Description: If the item that is being returned contains a description, the item description appears underneath the Item# field.
7. Qty: enter the amount of the item being returned and its unit of measure. If using the default return quantity orders preference setting, the default quantity will automatically be entered in this field; see "User Preferences" for more information.
8. UOM: enter the item UOM in this field, if applicable.

9. Click the Save icon to close the Return Details form and save the record to the Return Details tab.

10. To add another record line to the order, click the Add icon and repeat steps 1-6.
11. Continue adding records in this manner until you are finished.