Return Materials to Inventory

Beta icon In Beta

This feature is currently in beta for select Procore customers.

Prerequisites

  • Materials must be issued for handover and the issue ticket or pick ticket status must be 'Complete'.

Steps

  1. Navigate to the project's Materials tool.

  2. Click the Control tab.

  3. Click the Issuing sub tab.

  4. Click the issue ticket or pick ticket number.

  5. Mark the checkbox(es) for the material line item.

  6. In the 'Documents Line Items' header, click the hamburger icon-materials-hamburger-menu.png icon and select Create Return.

  7. Optional: Fill out the form:

    1. Return Date. Enter the date the materials are returned to inventory.

    2. Returned By. Enter the name of the person returning the inventory.
      Note: If left empty, this field will default to the user creating the request.

    3. Adjustment Type. Select Returned to Stock if not selected by default.
      Note: If you select 'Returned to Vendor' the inventory is not reflected in your inventory.

    4. Notes. Enter any notes.

  8. Click Create.

  9. Under 'Document Line Items', enter the quantity returned for each item in the respective 'Quantity' field.

  10. Next to 'Document Status', click the status and select Post.