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Returning Stock Items
When an item is to be returned to a supplier, it should be entered into the system to update the details in the stock record.
From the Main Menu: Select Stock Routines then select Inventory Order Routines.
Now choose Amend/Create Inventory Order. The Inventory Order Filter Screen will now appear.
– Order Filter Screen –
The Inventory Order Filter Screen requires an Order Number to create the file. If you are using Pre-numbered Purchase Order Forms, the Purchase Order Number can be used here. Otherwise the ESP Recommendation is to use your Initials followed by the Order Date, e.g. ESP1204
Select Enter, you will then receive a prompt, ‘This record is not on file. Do you want to add it?’. Select Yes
A new Inventory Order File will now be open.
– Order File –
The screen is divided into two sections.
The Top Section contains the main details regarding the order such as Order Date, Delivery Date and Supplier.
Enter the Expected Delivery Date. In the case of a return, the delivery date would be the Expected Collection Date.
Enter the Supplier Code and press Enter
The cursor now moves to the bottom of the screen.
The Bottom Section contains details regarding the stock items which are to be ordered.
Enter the Stock Code of the first item to be returned
The Description will automatically be updated
Enter the Quantity as a Negative Value, e.g. -1 if you are returning one item, -2 if you are returning two items.
The Status will be OnOrder until the item is collected.
The Buying Cost for the stock item will automatically be updated. The amount quoted on the invoice for the item when it was delivered should be the amount in the Buying Cost Field.
Press Enter. The cursor will return to the top of the screen.
To enter the next stock item you wish to return, move the cursor to the Stock Code field and enter the details as above
When all stock items have been entered for the order: Move the cursor to the Delivery Date field, select F8 Print.
Select Print Order Report. This report will show a full list of the items which have been placed on the returns order.
Once the report has printed you can select F2 Exit to return to the Inventory Order Filter Screen.
When the items to be returned are collected, the Inventory Order should be booked in the same way as a delivery.
