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How do I return Facility Stock?

Updated over 2 weeks ago

Facility Stock is inventory that has already been sold to a customer, so typically this may not be "un-done". However, sometimes Facility Stock must be replaced because it has expired or due to other unforeseen circumstances, in which case you may process a Return Event for the inventory.

  1. Navigate to your Events screen

  2. Click "New Event"

  3. Select the Event type "Return"

  4. Select the representative that sold the inventory to the facility

  5. Enter a Name for the Return Event

  6. Select the Facility (THIS IS REQUIRED IN ORDER TO RETURN FACILITY STOCK)

  7. Enter the Protocol/RMA #

  8. Enter a Date

  9. Click Next

  10. Then select a Manufacturer

  11. Click "Create"

  12. Next, click "Mark Used Inventory"

  13. In the search/filters bar on the left side check the box for "Show Facility Stock Items Only"

  14. Select the Facility Stock Items to return and click "Mark as Used"

  15. When all information is correct, click "Complete"

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