How to Manage Returns?
Use the Inbound tab to check equipment back into the warehouse when customers return it. Every order with outstanding rental items shows up here.
How It Works
Find the order in the Inbound list, open the return detail page, select the items being handed back, complete any post-return inspections, and confirm the receive. Inventory availability updates immediately.
Find the Order
Click Operations Hub in the sidebar, then click the Inbound tab.
Use the Search box to find the order by order number, customer name, or phone.
Click Overdue to see returns that are past their scheduled return date. Orders with a red border are overdue — prioritize those.
Click the → arrow to open the return detail page for that order.
Statuses you’ll see here: Rented Out means nothing has come back yet. Partially Received means some items are back but more are still outstanding.
Select Items Being Returned
The detail page opens with the same split-panel layout as Outbound. The left panel lists every asset on the order.
For regular and kit assets, check the box next to each unit being returned. Each card shows the asset tag and its current inspection status.
For bulk assets, use the quantity picker to record how many units are coming back.
If some items were already received in an earlier run, a banner at the top shows what was already checked in.
Run a Post-Return Inspection
If an asset card shows Inspection Required, click Start Inspection on the card.
The inspection form opens in the right panel. Complete the checklist — condition checks, pass/fail questions, or photo documentation depending on your template.
The form saves automatically. Once submitted, the badge updates to Complete (passed) or Complete (failed).
The right panel also shows a full inspection report if one was already completed — including the result, inspector name, and completion time.
Confirm the Return
Once all returning items are selected, click Confirm Receive X Item(s) at the bottom right.
Use Select All in the bottom bar to select everything at once.
What Happens Next
After you confirm:
- Returned items are recorded against the order.
- The order status changes to Partially Received if more items are still out, or closes fully if everything is back.
- Items in good condition become Available in inventory immediately for new bookings.
- Items that failed inspection can be routed to maintenance.
You’re All Set!
You’ve successfully received assets back into the Operations Hub. Repeat for any remaining items if it’s a partial return.