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DocsHovera LogisticsDaily operationsReturn stock

Return stock

Return takes stock back from a person or unit. It closes the custody record that the earlier issue opened.

Before you start

  • You need inventory.receive at your working location.
  • The stock must have been issued at this location into custody.

Return has no Add item field. You tick what comes back from the party's open custody. Read How the operation forms work for the shared rules.

Details fields

FieldRequiredNotes
Person or unitYes"Required. Their open custody is listed below."
To storage areaYesOnly areas that can hold stock.
ReferenceNoUp to 64 characters.
NoteNoUp to 1000 characters.

Steps

  1. Open Return (T).
  2. Choose the Person or unit. Before you choose, the panel says "Choose a person or unit to list what they hold."
  3. Choose the To storage area.
  4. Read the custody list. It groups records by item. Each record shows "Serial SERIAL", "Lot CODE · QTY outstanding", or "QTY outstanding", and "Issued DATE".
  5. Tick each record that comes back.
    • To tick a serial fast, scan it in Scan a serial number to tick it.
    • For a quantity record, edit Quantity. It starts at the outstanding amount. You can return less.
  6. Check the summary, then click Return stock.

Example: unit ALPHA-COY holds torches TRC-0007 and TRC-0008. Choose the unit, scan TRC-0007, tick TRC-0008, choose area MAIN, and submit.

The lot code and expiry come from the custody record. You do not enter them.

Result

The system shows "Posted LOCATION · TX-000123". The custody record closes, or its outstanding quantity falls. Click Another return or View in ledger.

If something goes wrong

MessageCause and action
This person or unit holds nothing in custody that was issued at this location.Check the party and your working location.
Custody unavailableCould not load custody. Reload.
SERIAL is not in this party's open custody.Scan a serial this party holds.
custody record is already closedSomeone returned it. Reload.
only QTY UNIT of SKU is outstanding on this custody recordReturn no more than the outstanding amount.