IVR - Inventory return report

This program is used to generate a return request form and reflect the changes in the in-stock quantities.

 

1. Projected returns

a. To generate a return request for a vendor type IVR at the Bookstore Manager select option prompt. Select option 2. Enter the vendor number. You are given several ways to generate the report. Options 1 will compare the quantity you have on hand with the quantity you want to stock plus the quantity sold in the last quarter. Any excess in stock quantities are placed on the return request. Option 6 compares the on hand quantity with the stocking level only. Options 7 compares by invoice date, and 8 pulls items not sold since a certain date. You will then be asked for the return number which you assign. Using the same return number for a vendor will append items already on the return.

b. Print the return request by choosing option 4 in IVR.

c. Pull the items on the return from your inventory making note of any changes of on hand quantities or changes in the number of items to be returned. Make those changes on the return (refer to 2 below).

d. Reprint the return request if there where any changes and send the request to the vendor if needed for return authorization. After authorization is received make any further changes if needed.

e. Reprint the return if any changes were needed and ship the items with the return listing to the vendor. Keep a copy for your records.

f. Merge the return when you ship the items (refer to 3 below). Merging the return takes the items out of your inventory.

 

2. Add/Change/Delete items on return

To add, change, or delete items that are on a projected return request, type IVR and choose option 1. Enter the vendor number and the return number. A screen asking for the item number that you want to add, change or delete is displayed. Make any changes necessary by entering the information in the various fields. Press S to save your changes, D to remove that item from the return, or <Esc> to exit that item without making any changes. If you want a list of the items included on the return, press <F1>. You may highlight an item from the list and press enter to make changes to that item. If you want to make changes to the inventory record, IVM, press <F2>.

 

3. Merge return

To merge a return choose option 5 in IVR. Merging a return takes the items you are returning out of the on hand quantity and are taken off of the return. Be sure you have made all the changes and deletions of items before merging the return. The number returned will be shown on the inventory masterfile screen for the item in the total returned field.

 

4. Delete return

To delete a return choose option 6 in IVR. Enter the vendor number and return number. The return will be deleted and the items will not be taken out of inventory.

 

5. Display return numbers

To display returns on system choose option 7 in IVR. The list will be displayed on your screen.