Inventory System – Stock Return Transaction – Video Training
Hello and thank you for joining me for this training video.
Today we will be covering the Return Transaction for Stock Items for ASAP Systems’ Inventory System.
We will also cover some configuration options which are limited to customers with a “Standard or Higher” package and Administrators. We will start off by loading the Return Transactions from the sidebar on the left. Any user who does this (or any) transaction regularly should click on the star and add it to their favorites menu. The transaction page has three distinct areas.
There is the Top Info Section, the buttons, and the Pending Transaction section. The top info section is for users to enter the information related to what or who the items are being returned from. The Pending Transactions area is for the items being returned.
Our Inventory System will require a Customer in the Return transaction and this will be used to load a list of items issued to that Customer. Only items in the list can be returned. Simply select, type, or scan the item number into the ‘Select Stock Item’ drop-down and input the quantity. Each line item being returned will need to have a location for where the item(s) will be stored. For advanced item tracking users will need to use the Inventory ID instead of Stock Item #.
Users of Standard or Higher packages will also have the option to use Sales Orders. Sales Orders will let the user automatically populate the Customer. It will also limit the available items to those issued under the Sales Order specified. All that remains is to verify the storage location, and in some cases specify the Inventory ID returned. Before hitting the ‘Process’ button lets take a look at the options in the Button section.
There are options to print the receipt. This option can be turned on and off in the System Configuration. In the System Configuration, specific files can be selected to be generated as the receipt. Once everything is in order for these options, press the ‘Process’ button. If the transaction needs to be wiped prior to processing, simply press the clear button. Additionally, for customers with Standard or Higher packages, there is also a button to ‘Edit Form’ which will allow for fields to be renamed and hidden based on user security level or be made a required field.
After the items have been Returned they can be viewed in the ‘Inventory’ screen and the historical information can be viewed in either Reports or History. Thank you again for joining me for this video. Be sure to check out the rest of our Training Videos for any other questions.