Processing returns

Process returns for rental orders and mark the rental as complete

Rental orders have two phases: items go out (picking) and then come back (returns). This page describes how to process returned items and close a rental order.

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This guide covers the return phase only. For picking a rental order, see Order Picking.

Rental order status

A rental order has four statuses. On the order detail page you see them in Type & status. On the Orders page, each status has its own tab: Open, Active, Return, and Completed.

StatusMeaning
OpenOrder created; items have not been picked yet.
ActiveOrder is being picked or items have been handed to the customer and are out on rental.
ReturnOrder is in the return phase. Open the order and tap Start returns to process returned items.
CompletedAll items have been returned and the rental is closed.

The order moves to Active when you start or complete picking. It appears in the Return tab when it is in the return phase. It moves to Completed when all items have been returned and you tap Mark as completed.


Order detail (rental)

When you open a rental order, the detail page shows the order number with the label Rental. Below that you see four summary cards: Progress (%), Returned, To be returned, and Total.

In the order details you see order number, Type & status (e.g. Rental > away), order date, and order ID. Under Order lines each item is listed with its returned/total count. You can add notes. At the bottom, the button Start returns opens the return flow.


Processing a return

Tap Start returns on the rental order detail. The return screen opens with a progress line (e.g. 2 of 5 returned) and two tabs: To be returned and Returned.

  1. Open the rental order from the Return tab and tap Start returns.
  2. On the return screen, the To be returned tab lists items that still need to be returned. Each item shows the name, location, and returned/total count.
  3. Scan each returned item with your barcode or RFID reader, or enter the quantity manually. The counts update as you scan.
  4. Switch to the Returned tab to see which items are already registered as returned.
  5. When all items are back, tap Mark as completed. The order status becomes Completed and the rental is closed.
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Use RFID scanning to process returns quickly. You can scan multiple tags at once and the system will automatically match each tag to the correct order row.

Partial returns

You do not have to process all items at once. Partial returns are fully supported:

  • Save a return for the items that have come back. Stock is updated immediately for those items.
  • The order remains in Return status until all items are returned.
  • Each order row shows how many have been returned so far versus how many are still out.
  • Come back later to process the remaining items when they arrive.

Completing the rental

When all items are returned, tap Mark as completed. The order status changes to Completed, items are back in inventory, and the rental is closed.

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You can mark a rental as complete even if not all items were returned (e.g. lost items). The order closes with the items that were returned; unreturned quantities are recorded in the order history.

Return errors

If you scan or enter more items than were originally sent out on the rental order, the row moves to the Errors tab. This can happen when:

  • A customer returns extra items that were not part of the original order.
  • The same item is scanned twice by mistake when using barcode or manual entry. With RFID, each tag is unique so this is avoided.

Resolve return errors in the Errors tab by removing the extra items before saving.