How to Return Inventory

cieTrade's return feature allows you to pick specific inventory items from an Inventory Shipping worksheet and create a return back into inventory for the item.  This feature does not alter the sale. It works by re-receiving the inventory on a separate Inventory Receiving (PR-) worksheet with its original landed cost. 

Please note: this feature is only supported with serial inventory at this time and you can only return one item at a time.  Also, once this process is completed you will not be able to undo it.

1. Go to the Inventory Shipping worksheet you want to return an item on. 

2. On the Packing List tab of this worksheet, at the end of the line item you want to return, click the arrow. The program will ask if you want to return this item. Click "Ok"

3. You will receive a green message banner at the top of the screen letting you know that the item was successfully returned to inventory. 

4. The item will now appear in the Packing List tab with red text & if you click on the arrow icon at the end of the row it will take you to the new Inventory Item record. 

5. When you return an inventory item it depletes the original inventory (11146) item then creates a new inventory item (11147). The Post Date will default to today's date and the Worksheet will automatically be posted. 

5. The new Inventory Item will have all of the original attributes such as Supplier, Purchase Orders, Warehouse, Class/Location, and Pricing. 

6. To locate a receiving ticket, navigate to the Packing List tab on your original shipping worksheet. 

7. Scroll down to Costs and select the receiving worksheet:

If you have additional questions, please contact the Support Team via email to support@cietrade.net.