Processing a return to inventory is simple. Just check the "**inventory affected**" box on the credit memo and the inventory re-populates. That said, it is important the the preceding steps are done correctly, such as creating an inventory item for the customer, ordering stock, receiving inventory, and invoicing the customer. In this tutorial, we assume the inventory item is set up and we have inventory in stock. We begin with placing an order to ship items from inventory.
⚠️ The first steps below are only for the purpose of understanding the full life cycle prior to the return.
SINV Order & Customer Invoice
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Create a New Order
In the main navigation menu, expand the "**Orders**" module and select "**Create New Order**". Complete fields and click next. In the **Search Catalogs** dialog box, select "**Ship from Inventory**" item type.
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Select the Item
From the available items in stock, select the item to be shipped.
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Continue to Place the Order
Continue to follow the prompts, such as entering the quantity, specifying ship to location, and selecting payment type, to place the order.
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Pick Pack
Process the **packing slip** to ship the items from inventory.
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Invoice Customer
In the main navigation menu, click on the **Invoicing module**, expand "**Create New Invoice**" and process a **customer invoice** for the items.
Customer Returns Items
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Create Credit Memo
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Enter Quantity Returned
Select the item and adjust the **quantity returned**. This must be a **negative quantity**.
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Select Inventory Affected
Click on the "**Inv. Aff.**" check box to automatically **add items back to inventory**. Then click "**Save**" and **close the sales journal**.
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Verify Inventory
Navigate to the **inventory item affected** and click "**Update**". Then, click on the **SKU#** and navigate to the "**History**" tab.
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Verify Items Returned to Inventory
Notice the "**released inventory**" event and the change in quantity which adjusted the new quantity for the item.
