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    Returning Materials To The Warehouse

    1. Returning material needs to be split into two primary categories
    2. The first one is Stock Materials (standard Inventory Items) and the second category is Non Stock Materials
    3. If you are uncertain as to whether an item is “Stock” or “Non Stock” then you can place it with the “Non Stock” pile to review later with Rose, or double check yourself by.

    What to do with the Stock Materials

    Sort into the appropriate groups

    1. Everything that looks as good as new & is complete, free of rust, debris, dent scratches etc…. is ready to be sorted by category, fitting size, fitting type and is now ready to put away in the warehouse.
      1. i.e. ABS in one group, PVC in another group, Copper in a third group, inside of each product group have it grouped by size(1/2“, 3/4”, 1“, 1-1/4”, 1-1/2“ etc. and by fitting type (90s, 45s, Tee's, Combo's etc.
    2. Any items that have rust, or dope and tape on them from being installed, needed to be cleaned and made to look like new again before they too can be put away in the warehouse.
    3. Any items that are partial, such as a piece of pipe that is 12', or even 18' but standard stock item is 20', or a partial roll of tape, or a partial can of glue, etc. these items can be put back into stock, but no “return” credit is given back to the job. And they are not included in any inventory counts.
    4. Any items that may be incomplete, cannot just be put back on the shelf. They either get 1)thrown away, 2)scrapped in the recycle bin, 3)made complete and then put away, or 4)if it is an item with a value of over $25 as a single complete unit, then it gets put away on the non stock parts shelf.
      1. Here are some examples.
      2. Group 1 example, a no hub band comes back without the shield, only the rubber coupling……throw it away.
      3. Group 2 example, a strut clamp missing the other half of the clamp, we don't stock the halves, & the value of the strut clamp is less then $25 so throw it in the recycle bin.
      4. Group 3 example, a strut clamp missing a bolt. We stock the bolts, so this one you can quickly make complete by getting a bolt from the inventory & charging it to the job you are returning the strut clamp from, now that it is complete you can process the return for it and put it back in inventory where it belongs.
      5. Group 4 example, a floor drain comes back missing the top, we don't stock the tops separately, but value of the item if it were complete is over $25 so keep the part and go place it on the appropriate shelf in area “P”, but do not credit the job for anything since the item was incomplete.
    5. Any items that may be damaged, or look questionable, place in a pile next to the “Non Stock” materials to be reviewed at a later step with Jeff or Dave to look over them.
    6. Any items like a prefabbed Test Assemblies that were likely put together to test something. If they are reusable, these can be saved and placed on the Non stock shelves, in the “Test Assemblies” group.
    7. PAY ATTENTION TO DETAILS! If an item you are returning does NOT match our description on the tag or does NOT match other material in the bin, DO NOT put it in that bin. Gather such material and place it in the pile of “questionable items” next to your “non stock” pile and this will be reviewed in a later step by the Jeff or Dave…….and they will decide what needs to be done with it.

    Putting Material Away in the Warehouse & Processing the Return/Credit to the Work Order

    1. Keep in mind as you return inventory and place it back on the shelves that in effort to keep things in tip top shape in the warehouse you always need to condense & combine cases/boxes and keep the partial out in front.
      1. For example you have a quarter box of fittings you are returning and there is a partial box on the shelf, finish filling the partial box on the shelf, and make it a complete case/box, then if you still have some left place your partial box at the front so it will get used up first. Same thing would apply for any other box quantity items, etc.
    2. Now that you have sorted all the items in your return, you are ready to begin this next step…….Open up the app on your phone & follow the steps listed below
      1. First pull up the work order
      2. next go to the “work completed” area and edit the quantity on the work order to subtract the amount returned. (if the amount returned was the full amount taken, then just click the “Remove” button in the bottom left corner of the window, once you pull up the item to edit it.

    What to do with the Non Stock Materials

    1. Gather the specialty items together (MAKE SURE EACH ITEM IS COMPLETE such as faucets etc.) and write down make and part numbers of each item (if none available, write as much description as you can)
    2. Get that list to the Warehouse Manager and he/she will determine what can be returned and what can't
    3. After hearing from the Warehouse Manager,
      1. If the item cannot be returned, add it to the non stock area in the warehouse, be sure to put it with it's group category, ie. Non Stock ABS, Non Stock Copper, Drainage Specialty Etc. Enter it into VP……maybe at a later date if we ever start keeping track of our non stock inventory.
      2. Whatever CAN be returned please put into the “Outgoing” area of the warehouse and be sure to verify with the purchasing agent, when the vendor will be stopping by to pick it up.
        1. Once the vendor has picked it up be sure to receive it against the pending credit PO that has written up.

    For the Purchasing Agent

    1. If it is returnable then write up a credit request…(negative PO) and make arrangements for the Vendor to pick it up as soon as possible.
    2. When the Vendor does pick it up…post a receipt for that PO, so the pending credit will show up in AP.