knowledge base

After you have asked your vendor for a return on some products, you may take the products out of your inventory storage to be sent back to your vendor or discarded. This is known as Unstocking.

The Unstock tab keeps track of the unstocking information. It is accessible by clicking the button from the bottom of a Purchase Order.

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

The unstocking information can be modified any time after the order is marked Fully Received.

Unstock Tab Columns

The main Unstock tab table has the following columns:

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

Description - This is a text description of the product or service being ordered. This field will be shown only if Show Product Description is set in the Settings. This will default to the description from the product information, but can be changed here.

Quantity - The quantity of the item being unstocked. This will default to the quantity that was returned in purchasing UoM.

Location - The location from which the products should be unstocked. This will be defaulted to the default location for that product, or the company default.

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

Unstocked - A button you can click to finalize the unstocking process and update the inventory records to remove these products.

Unstock Tab Footer

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

Unstock All - The Unstock All button will mark all line items as Unstocked, updating the inventory records by removing the stock from the specified locations. Lines cannot be edited or deleted afterwards.

Auto Fill - The Auto Fill button will unstock the amount that was returned using purchasing UoM. It will copy the description from return tab. The Auto Fill function will add lines to your unstock table, but will not remove any existing lines you have. It will unstock all of the remaining returned stockable product items that you are returning. If a location for this purchase order is specified, then Auto Fill will be restricted to inventory in that location.

When the location isn't specified for the Purchase Order, the system tries to unstock in order of priority as follows:

1. From the default location and sublocation for that product.
2. From the default location for that product and other sublocations.
3. From the default location set in General Settings.
4. Any other locations

If there are ties within the same priority level (e.g. default location for the product isn't set, but there are two different sublocations within the same location), then it will unstock from the location with highest quantity first.