Read on to learn how you can return material from the field into your inventory using Kojo!
Please note, these steps may vary based on your ERP/accounting system integration with Kojo.
Adding Items to Return
Adding Items to Return
Browse to the Inventory List page
Select the items in your inventory you would like to return
Click “Manage Items” and select “Return Inventory from Jobsite”
Select the job the inventory is from and enter the quantities
Click the Return Items button
The items will now show up on the job costing dashboard
Costing Item
Costing Item
Browse to the Job Costing dashboard
The items you returned will show up here with a tag “Job Return”
Add those items to an internal order
The internal order will have a tag “Job Return”
Change the price or quantity to a negative
Generate a PDF to hand off to accounting for crediting the previous job.
The internal order may or may not be able to be passed over to your accounting system depending on the integration. Contact your CSM to learn more.
If you have any questions, please reach out directly to your CSM, or to our Support Team at support@usekojo.com