1. What you need to know
1. The goal of the window Return of product is:
Return items with order for stock locator.
Return items with request order for a patient encounter.
Return items without a request order.
Warning!
Return confirmation
If you are who receives the returning items, is mandatory to submit the confirmation when receiving the items, so the system will update the stock current units (see article Confirmation of products and trays).
If the returning products are on consignment (see articule Delivery of products and trays):
From Virtual type, the warehouse that receives must confirm.
From Physical type, the warehouse that receives must confirm followed by the wareouse of the supplier, then the system will update all the stock current units.
Alert!
Record of confirmation with a lower quantity than the return.
For example: When the quantity of 5 is returned, if the confirmation is of a lower quantity equals to 3, the system generates an automatic Internal use inventory with the charge of the difference equals to 2, applied to the warehouse that is returning.
2. The benefits
Automatic updates of the inventory stock units.
Security of the inventory information.
Charges are cancelled when the products return comes from a patient encounter.
3: Start return
If you have previously submitted a request order for a stock locator or a request for a patient encounter, the steps to follow to return products are:
Open the window Return of product, search for the document and select it.
Search and select the document.
1. Select the product you want to return.
Select the item to return.
1. Capture the quantity to return and press the "Enter" key or click on the "Save" button.
Fill in the "Quantity to return" field.
1. Close the window after recording the quantity to return for each product tha requires the return.
2. The system will pop up a window to ask for your confirmation to complete the return process.
Alternative option.
You can either select "Yes", or from the contextual menu select the option "Return" to complete the process.
The end.
Important information!
The system will inform you the saving status and display the document number to keep track of the return.
If the return has an encounter associated, you can view the charges cancelled in the patient encounter statement.
If the return is not associated with any encounter, you can confirm the stock current units in the system using the following reports and views:
Product Information
Current Stock.
Kardex Report.