Inventory Returns Overview
Approve requested returns, schedule collections, and process unexpected returns directly at the yard/warehouse without site input.
Purpose
Control returns from the inventory section: approve requested returns, plan collections, and receive scheduled or unexpected returns back into the yard/warehouse.
How to Access
Open the main menu → Select Inventory → Click Returns [Insert screenshot of navigation or sidebar]
Note: You must have the correct inventory permissions to see and use Returns.
Step-by-Step Workflow
Review Pending Returns
View Submitted Returns, Outbound Returns, and Completed Returns to decide what to action. [Insert screenshot placeholder]
Approve requested returns
Open a submitted return, confirm items/quantities
Add date/time and vehicle details
In Return Information, set Return Date
In Transport Details, enter Driver Name, Driver Phone No, and Vehicle Description.
Schedule collection
Click Schedule Collection in the footer (visible while status is Submitted).
Mark the vehicle arrival and start receiving
Reopen the return when the vehicle checks in (status on-route).
Capture the driver signature under Signature, then click Return Collected.
Receive returns (scheduled or unexpected)
Enter received quantities and condition.
Key Rules and Notes
Stock updates on submission
Balances change immediately when you post the return
Over-returns managed separately
Extra quantities are handled in the Over-Returns table within the same return document
Condition drives handling
Good stock restocks; damaged can be quarantined or written off
Completed returns are locked
Make corrections with a new return
What Happens Next
Stock increases and/or stock is written off if damaged.
Audit log records user, time, items, quantities, and condition.
Permissions Required
See Returns tab
inventory-returns (or Inventory Admin role)
Create return
inventory-returns-create (or Inventory Admin/Super Admin)
Update a submitted return
inventory-returns-update (or Inventory Admin/Super Admin)
Schedule collection / mark collected
Return is editable; no extra permission beyond access
Approve return
inventory-returns-approve (or Inventory Admin/Super Admin)
Approve immediately
inventory-returns-immediate (or Inventory Admin/Super Admin)
Void return
inventory-returns-void (or Inventory Admin/Super Admin)
Manage over-returns table
inventory-over-returns-edit / inventory-over-returns-approve; reversals use inventory-returns-reverse (or Inventory Admin/Super Admin)
Troubleshooting and Common Questions
Quick fixes for access, validation, and stock update issues during returns.
Cannot see Returns tab
Ask an admin to add inventory-returns to your role
Quantity blocked by validation
Lower qty to issued/available stock for that item
Stock didn’t update after submit
Confirm submission succeeded, then refresh; check audit log
Need to change a completed return
Create a new return to offset the original
Related Pages and Links
Inventory – Issuing Material
Inventory – Stock Adjustments
Roles and Permissions
Reporting – Return Audit Logs
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