Hardware Item Returns

H/W (Hardware) Item Returns screen helps to retrieve items form the customer taken under loan or rent when the loan or rental period expires. In hardware item return process, the items given under loan or rent are tracked by the operational entities .

Any authorized user having the necessary privileges can modify, as well as can approve or cancel the Return Receipt. You can also view the existing Return Receipts through this screen.

To return items under loan/rent:

  1. On the Order Management module, click Hardware Returns.

  2. If you are entering details for a new return receipt, select the New check box against the Receipt Number field. The check box is selected by default.

  3. Retrieve customer details. The operational entity who issued the items to the selected customer appears in Received By field.

  4. In the Items grid, click the Add link to enter item details. Select the items to be returned form the drop down. The serial numbers of the item (for serialized items) taken under loan or rent appear in the Serial Number drop-down. Select the serial number of the item. Select the status as Faulty or Good. Repeat the process to return multiple items.

  5. Click the Save button to save the return details and generate a receipt number. System saves the return details with “PENDING” status.

  6. To approve the return details, enter the Receipt Number. Else, click the Search Lookup against the Receipt Number field. Enter the minimum required details in the searching fields and click the Search button. The details appear in Lookup Search pop up window. Select the required Receipt Number link from the Search Results list in Lookup Search pop up window. The details appear in the main window.

  7. Select the Approve check box to approve the return receipt.

  8. Click the Save button to return the items taken under loan/rent. The return receipt status becomes "CONFIRMED" after approval.

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