Issue/Return

4 articles

About Issue / Return

The majority of day-to-day work done in ToolHound is the processing check outs (issues) and returns to track inventory loaned out to the responsible party - either personnel or non-stocking locations (entity). Select the the entity and transaction type once then scan or enter all the item for the transaction.   Issue transactions can specify due dates by which the inventory must be returned. These dates are calculated from the Max Days Out on the part number or can be entered manually at the time of the transaction.

Updated by Cheryl Wallace

Issuing Inventory

Click Transactions then click Issue / Return. Scan or type the Entity for the personnel or non-stocking location for this transaction. Select the Transaction Type drop-down List.

Updated by Cheryl Wallace

Returning Inventory

Click Transactions then click Issue / Return. Specify the Entity for the personnel or non-stocking location for this transaction. Select the Transaction Type drop-down List. The basic transaction type is Return when inventory is being brought back from the field. The default Return Status to be assigned to each item is OK. This can be changed or overridden for each item ID if required.

Updated by Cheryl Wallace

Exceptions Returning Bulk or Consumable Inventory

When an entity returns non-serialized inventory issued to them, it can be returned to at the original stocking location or any other stocking location. The e…

Updated by Cheryl Wallace