Release Assigned Inventory

This section explains how to release inventory from an order that is assigned but has not shipped. Once released, the inventory is added back to the In Stock inventory level for the associated SKU. Additionally, if the inventory was in a shipment, and the shipment no longer contains inventory, the shipment is deleted from the order.

Path: Orders > Order Manager > Returns

Follow the steps below to add a shipment to an order.

Step	Action
1	In the order's Order Items screen, verify that the inventory is assigned and needs releasing. If the delete check box is grey, the inventory is assigned. If it is black, the inventory is not yet assigned and therefore does not need to be released.
2	Click on the Returns tab.
3	The Reserved and Assigned Inventory box displays all inventory assigned to the order. The following information is displayed for each SKU: Qty - The quantity of inventory assigned to the order. SKU - The SKU. Short Description – A short description of the SKU. Vendor - The vendor from which the inventory was purchased and received. Manufacturer - The inventory manufacturer. Status - The inventory status. Assigned is always displayed for inventory assigned to the order. Entered - The date on which the inventory was received into CORESense.
4	In the Qty field of Reserved and Assigned Inventory box, enter the quantity of inventory to be released. This quantity cannot be lower than the quantity already assigned. Click the icon in the Actions column for the inventory line item.
5	The system prompts you to confirm the release. Click OK. Note: If you have the Inventory Disposition system setting activated, click here to view additional steps below.
6	The Reserved and Assigned Inventory box no longer displays since the inventory has been released. Go to the Order Items tab to remove item(s) from the order.
7	Go to the Order Items section and locate the item released from backorder. The icon is active and can be used to remove item from order. Note: If you do not do this, automation will reassign the SKUs.
8	Check the Transaction Summary to verify any Balance adjustment that was made and correct it in the Billing section of the order.

Inventory Disposition

Allows users (with permissions) to unassign or unreserve products from an order and determine if the product should be returned to stock or adjusted out (damaged out). This is managed from the following system setting.

Path: Setup > System Settings > Order Lifecycle Management > Orders > Allow Remove Inventory Disposition

Step	Action
1	In the Qty field of Reserved and Assigned Inventory box, enter the quantity of inventory to be released. This quantity cannot be lower than the quantity already assigned. Click the icon in the Actions column for the inventory line item.
2	On the Order Manager > Returns tab, when user clicks the [X] icon to unassign or unreserve inventory from the order, a dialog box displays: "What should happen to this inventory?" Return to Stock: If selected and client is NOT using sub-locations, then inventory is returned to the current warehouse. Cancel: Aborts the operation and returns user to the Returns tab. Delete from Inventory (Damaged): Displays a confirmation dialog, "This operation cannot be undone." Once confirmed, inventory is removed from the system.
3	If you select Return to Stock and you are NOT using sub-locations, then inventory is returned to the current warehouse. If client IS using sub-locations, another dialog box displays, "Return Inventory to the following location". The current warehouse label displays with a list of sub-locations. The current sub-location is pre-selected so that the user can proceed without making changes, if desired. Click the "Submit" button to complete the operation. If a different sub-location was selected, the inventory is added to the specified location.
4	If you select Mark As Damaged, the following message displays and once confirmed, inventory is removed from the system.
5	If you select Cancel, the operation is aborted and returns user to the Returns tab.