In the fast-paced world of inventory management mistakes can happen whether it’s an incorrect shipment or a receiving mistake. In this article, we will learn how to rectify a shipping or receiving in the back office.
Important note:
If you are tracking costs with Fusion Operations and you want to make corrections on inventory movements please reach out to us. Changing or deleting inventory movements in the past may lead to miscalculations in the costs in the future.
How to undo shipping and correct mistakes?
In the example below we will correct the shipping "SO-5 - Brown Bread-1" which was registered without a Lot number and needs to be assigned to the Lot "0051-2".
Although the given example corrects a shipping issue, the steps to correct a receiving issue are very similar.
Method 1:
1. On the left menu, go to ‘Inventory Movements’ under Inventory.
2. Click on the Table Filters (1) and select shipping code "SO-5 - Brown Bread-1" (2).
Pro-tip: You can also arrive at the inventory movement page of the respective shipping from the Shipping page. Navigate to the shippings tab under the Sales Orders menu (1), search with shipping code in the search bar (2), and click on the inventory movements (3).
3. Delete the inventory movement, through the action column.
4. Navigate to Sales Orders (1) from the left menu, use the search bar (2) to search for the Sales order, or click on the Table filters (3), and select the shipping code "SO-5 - Brown Bread-1" (4) to filter the Sales order associated with the shipping.
Beware that the Sales orders/Purchase orders will move to the Closed section once they are completely shipped/received, make sure to select the check box "Close" in Table filters to include them in the search result.
5. Click on the Sales Order code (1) or the pencil icon from the action column (2) to edit the Sales order.
6. Register Shipping in the back office for the shipping code "SO-5 - Brown Bread-1" with Lot "0051-2". Check this article for more details on how to register shipping in the back office and this article to learn how to register receiving in the back office.
7. Assing the Lot number (1), and Warehouse Location (2). Click on the Confirm (3).
Now the lot was added to the shipped product.
Method 2:
1. Follow steps 1 and 2 from Method 1 to arrive at the inventory movements of the shipping "SO-5 - Brown Bread-1".
2. Click on the edit button in the action column.
3. Type manually "0051-2" (1) in the Lot/Batch number field and click on save inventory movement (2).
Note: If the shipping has multiple inventory movements, then you need to edit the Lot/Batch number in all the inventory movements individually.
If you still have any questions, feel free to contact us through our Live Chat feature or by reaching out to your account manager.