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

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How to Access

Main menu → Sites → Select Site → Returns tab

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How It Works (Summary)

1. Create Return

   • Open the Returns tab and click the plus button.

   • Enter return date, notes, and reference if needed.

2. Add Return Quantities

   • Enter the quantities being returned for items currently on site.

3. Capture Over-Returned Items

   • Add any extra items found on site that were never issued.

4. Upload Documents

   • Add photos, delivery notes, or supporting files.

5. Submit Return

   • Return appears as "Pending" and notifies the inventory team.

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Key Rules

Rule	Meaning
Only site users can submit a site return	Yard must process and approve
Over-returns must be logged separately	Ensures accurate audit trail

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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.