Returning inventory using a csv file is a quick efficient way of returning inventory that can be beneficial in a number of circumstances. Returning inventory in this manner produces inventory data of the same quality as screen data entry, and can be used whenever desired.
From the Return to Supplier screen you will see a light bulb icon.
Clicking this icon will download the return to supplier template file. This article contains information on how to setup this file as well as the instructions on returning items to supplier via csv file process.
Download the template file noted as per the instructions noted above and open it with a program like Excel or Numbers.
When setting up your file please note the following important info.
You will see that the file has a sku_barcode, sku, model_barcode, and model field. You only need to fill out ONE of these fields. For example: If you want to return items based on the sku simply fill out the sku field.
The Shelf and Qty fields are required.
The Shelf field is case sensitive so if the item you are returning is on a shelf labeled Vault then type Vault with the capital V.
The Qty field is the qty you are retuning to your supplier.
If you have multiple geo-locations the return will be processed at the geo-location you are currently logged into.
Purchased items and Consigned items need to be split onto separate files.
When your done creating your file you must save/export it as a CSV file as only CSV files are supported by BusinessMind.
NOTE: If you would like you can always submit your CSV file to support@dcit.com so they can review it for you.
Addition Info
Currently the file can not be larger than 1MB. This means you may need to break up your file into multiple files.
Once your file is created you can return the items to the supplier as per the below instructions.
Click on the plus icon and choose Return to Supplier
Click in the Supplier field and start typing the name of supplier you are returning to as your results display select your supplier from the list.
Choose your Return Type: Purchase is if you are returning items you purchased from your supplier. Consignment is for items you are returning that you received on consignment from your supplier. NOTE: If you are returning both purchased and consignment items then you will need to break these up into two separate files.
Fill in the Return Ref Id.
Fill in the Return Notes.
Click the Choose File button.
This will open a window so you can select the file you created.
Once you select the file the save icon will now change to an upload icon, click this to return your items.
After you click the upload button the process is done in the background. You will receive an email from system@bmjapp.com when the process is completed as per the example email pictured below. If there were any issues with specific line items you will be notified in that email.
