Returns from Site
A return from site is a request submitted by the site team to send inventory back to the yard for counting, processing, and stock updates.
Purpose
A Return from Site allows teams to alert the yard that inventory is ready to be collected.
This ensures accurate stock control by recording:
What items are being returned
Any extra/over-returned items found on site
Supporting notes and documents
How to Access
Main menu → Sites → Select Site → Returns tab
How It Works (Summary)
Create Return
Open the Returns tab and click the plus button.
Enter return date, notes, and reference if needed.
Add Return Quantities
Enter the quantities being returned for items currently on site.
Capture Over-Returned Items
Add any extra items found on site that were never issued.
Upload Documents
Add photos, delivery notes, or supporting files.
Submit Return
Return appears as "Pending" and notifies the inventory team.
Key Rules
Only site users can submit a site return
Yard must process and approve
Over-returns must be logged separately
Ensures accurate audit trail
What Happens Next
The inventory manager reviews the return.
Driver details are added, and collection is scheduled.
The site is notified when the return moves to Outbound.
Yard receives, recounts, sorts, and approves the return.
Stock levels update across the site and yard.
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