Viewing Items to Return in Your Trial

The items to return report is the report of items you shouldn’t have in stock. The report is generated based on the following:

  • The item is not in a jobsheet
  • The item is not on a return order
  • The item doesn’t have a reorder policy

In this article

  1. Open the items to return report
  2. View the history of items in the return report

Open the items to return report

To access the items to return report from the Role Centre (home page):

  1. Click on Reports from the actions bar.
  2. Point the mouse on Additional from the submenus, and select Items to Return, which opens a list of items to be returned.

View the history of items in the return report

From the opened report of Items to Return:

  1. Select an item you want to view the history.
  2. Click on History from the actions bar.
  3. Select History Overview (see below).

See Also

Video: How to use items to return
Create Your First Booking
Adding Items and Labour to a Jobsheet
Creating a Purchase Order
Processing a Purchase Order/Invoice
Creating a Purchase Return Order
Processing a Vehicle Arriving
Processing a Jobsheet to Invoice
Creating an Estimate
Processing a Vehicle Inspection Estimate