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After a customer has returned some products, you may be able to place them back into your inventory for resale to another customer. This is known as Restocking.

The Restock tab keeps track of the restocking information. It is accessible by clicking the button from the bottom of a Sales Order.

A red light is shown if the Restock table is empty. A yellow light is shown if the table is not empty, but some lines have not been marked as restocked. A green light is shown if all lines have been restocked.

The restocking information can be modified any time after the order is marked Fully Shipped.

Restock Tab Columns

The main Restock tab table has the following columns:

Item - The item name or item code for the product or service being restocked.

Description - A text description of the product or service. This will be defaulted to the description from the invoice, but can be changed here. This field will be shown only if ‘Show Product Description’ is set in the Settings.

Quantity UoM - The quantity of the item to be restocked. This default amount returned is in standard.

Location - The location into which the returned products should be restocked. If location for this order is set, it defaults to that one, otherwise the product default is used.

Sublocation - This column may be hidden depending on the Company Settings. It is the inventory sublocation (e.g. Aisle Number) into which the returned products should be restocked. This will be the default location for that product, or left blank.

Restocked - A button you can click to finalize the restocking and update the inventory records to include these restocked products.

Restock Tab Footer

The Restock tab footer has the following:

Remarks - The Remarks field allows you to enter in any extra remarks you have. These remarks will not appear on any printed documents.

Restock All - The Restock All button will mark all line items as Restocked, updating the inventory records.

Auto Fill - The Auto Fill button gives you intelligent suggestions on how to restock the amount that was returned using standard UoM. You might use this as a suggestion and modify it based on an inspection of how many of the returned products are fit to be resold. It will add lines to your restock table, but will not remove any existing lines. It will restock the remaining returned stockable product items. For each item, the location will be set in order of priority as follows:

• The location specified for this sales order.
• The default location for the product.
• The company default location.