Carry out return delivery

Carrying out a return delivery works similarly to carrying out a delivery. The main difference is that you can record intact and damaged material separately.

The following steps describe the mobile app workflow. They apply to both planned return deliveries and returns created directly in the mobile app after assembly.

flowchart TD
    A["1. Open storage task"] --> B["2. Start storage"]
    B --> C["3. Select part"]
    C --> D["4. Enter quantities<br/>Intact / Scrap"]
    D --> E{"More list items?"}
    E -- "Yes" --> C
    E -- "No" --> F{"Additional material?"}
    F -- "Yes" --> G["5. Add part<br/>(optional)"]
    F -- "No" --> H["6. Complete storage"]
    G --> H
    H --> K{"Are all items complete?"}
    K -- "Yes" --> L["Done"]
    K -- "No" --> M["Missing Material"]
    M --> N["Resolve remaining project<br/>stock later"]
    classDef optional stroke-dasharray: 6 4
    class G optional
    click A "#1-open-storage-task" "Go to Open storage task"
    click B "#2-start-storage" "Go to Start storage"
    click C "#3-select-part" "Go to Select part"
    click D "#4-enter-quantities" "Go to Enter quantities"
    click G "#5-add-additional-material-optional" "Go to Add additional material"
    click H "#6-complete-storage" "Go to Complete storage"
    click M "#missing-material" "Go to Missing Material"
    click N "/en/projects/actions#resetting-project-stock" "Go to Resetting project stock"

The chart shows how intact and damaged material is recorded through to completion of storage.

Download process as PDF

1. Open storage task

Open Tasks in the mobile app and tap the Storage task.

The task list uses the same default filters and task cards as a delivery.

2. Start storage

Open the action menu at the bottom right and tap Start Task. The linked return delivery opens automatically and moves to In Progress status.

3. Select part

Tap the part whose returned quantity you want to record in the material list.

Users without the Show target quantities for return lists permission do not see the planned quantities. This prevents the expected quantity from influencing them while counting.

4. Enter quantities

Enter the returned quantity separately:

• Intact: Material that can be reused and added back to regular warehouse stock.
• Scrap: Damaged material that should not be added to regular warehouse stock.

Both quantities count toward completing the item. When the return delivery is completed, the scrap quantity is automatically assigned separately to damaged material.

Repeat steps 3 and 4 until all returned items have been recorded.

5. Add additional material (optional)

If material returns that is not on the planned list, open the action menu and tap Add Part. Select the part and enter its Intact and, if applicable, Scrap quantities.

6. Complete storage

Review the recorded quantities and correct them if necessary. Then return to the Storage task, open the action menu, and select Complete Task:

• If all planned quantities have been recorded as Intact or Scrap, the return delivery automatically moves to Done.
• If quantities are still missing, the return delivery automatically moves to Missing Material.

On completion, intact quantities are assigned to the destination warehouse and scrap quantities to damaged material.

Missing Material

Missing Material status indicates that less material returned than planned. The return delivery is therefore not moved back to Planned or Staged.

If quantities were not fully recorded or the material is actually missing, there is no further step within the return delivery. The material that did not return remains in the project stock. See Resetting project stock for how to resolve this remaining stock later.