Category: II. Warehouse

How to create a record of returned items

Create a record of Returned Item from your customer, II. Warehouse

When your customer has to return a certain product or item, follow the instructions below to create a record.

Note: An Invoice or DR must be created first as those are the references of your customer’s returned item(s). If you have not created an Invoice or DR yet, kindly follow these instructions on How to create an Invoice or How to create a Delivery Receipt.

To create please follow the step below:

1. On the Warehouse menu, click Inventory Return.

2. Click Create New to add arecord of returned items.

3. Select where the return came from; either from SALES, ISSUANCE or PURCHASE. Fill out all the necessary details then click Save.

4. On the new tab, select the product from the dropdown. Input the Quantity your customer returned to you then click the Add button.

Note: The items in the dropdown are only the items included in the Invoice or DR number you selected.

4. Double-check the details and click Post then Proceed button. You may now print your Delivery Return record.

Now, you already have a record of returned items. To check if the item is added back to your inventory, click Inventory and the Product, then check the movement of the inventory.

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How to adjust stock quantity

Adjust stock quantity, II. Warehouse

To make sure that the physical stock quantity is in sync with the system quantity of your items, you may check and adjust it easily.

How to adjust stock quantity

1. On the Warehouse menu, select Stock Adjustment.

2. Click the Create New button to add adjustment.

3. Select what warehouse should the stocks be adjusted.

4. Select the Brand, Category and Supplier of the stock you want to adjust. Choose All if you want all the details. Click Generate once done.

5. You can adjust manually all the stocks by selecting the item and changing the number of stocks in Adjustment column. Click Save Changes when done.

You can also create stock adjustment by batch upload in Import Inventory. If you don’t have an excel file yet, click Download Template and fill out the details. Click Save Changes if no error occurs.

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How to transfer stock to a different branch or warehouse

II. Warehouse

If a company has multiple warehouses, it is important to keep track of the stocks that are transferred and issued from different warehouse. When a branch or warehouse urgently needs stocks, you can transfer stock to a different branch or warehouse with System SIA.

Note: Transferring stocks is only possible if you already created multiple branches or warehouses. Kindly follow our instructions on How to setup a Store Branch.

1. On the Warehouse menu, select Stock Transfer and click Create New button.

a. For DIRECT transfer

  1. Choose Direct Transfer. Select what warehouse the stocks will be coming from in Transfer From field. Then choose where it will be transferred in Transfer to field.

2. Input the reference number, if there is any. Click Save afterwards.

3. Search for the item on the dropdown. Add the item(s) you want to transfer.

4. Click Transfer then Proceed. Go back to check the Status of the transfer.

b. For RECEIVE transfer- stocks issued is subject for transfer

  1. Select Receive Transfer.

2. Select a record of Stock Issuance. The stock issuance record previously made will then be automatically displayed. Input the Reference Number, if there is any. Click Save afterwards.

3. Search for the item on the dropdown. Note: Stocks that are issued from STOCK ISSUANCE will only be displayed in the dropdown.

4. Add the item(s) the click Transfer and Proceed. Go back to check the Status of the transfer.

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Create a record of Returned Item to your supplier

Create a record of Returned Item to your supplier, II. Warehouse, User Guide

When you have to return a certain item or product to your supplier, follow the instructions below.         

Note: An RR No. is required prior to returning your item. If you have no RR number yet, kindly follow the instructions on How to receive delivered items.

To create a record, please follow the steps below:

1. On the Warehouse menu, go to Delivery Return and click Create New button

2. On Return Type field, select Purchase and fill in the details. Click Save.

3. Select the product from the dropdown. Note: The items in the dropdown are only the items included in the RR number you selected. Input the quantity you are going to return to your supplier. Choose status why you have to return the item(s) and click Add button.

4. Double check the details and click Return then Proceed button. You may now print your Delivery Return record.

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