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Spillage Reports

Used as a means to remove faulty or missing equipment from an Inventory Recipient's On Hand count.  Spillage Reports can be used as a precursory step to creating a RMA.

Usage

Creating a spillage report

While in Company Inventory, click on Spillage in the left menu.

  1. Click Add.
  2. Select the Inventory Recipient.
  3. Select the Spillage Report Status.  The default will be "Open".
  4. Select the Equipment Items that you want to spillage, including the following information:
    1. Quantity - the count of the Equipment Item you are wanting to spillage.
    2. Return Reason - the reason the Equipment Item is being Spillaged.
    3. Comments - and general comments about the Equipment Item or the reason it is being Spillaged.
  5. Click Review.
  6. A summary of the spillage report will be shown for you to review and approve.
  7. Click Save.

Viewing a spillage report

While in Company Inventory, click on Spillage in the left menu.

  1. Click on the Spillage Report you want to view.
  2. On the top you will the Spillage Report Status indicted across the top.  This will also show the date and user that placed the Spillage Report in the respective status.
  3. Below you will see the list of Equipment Items to be Spillaged.

Adding additional items to a spillage report

While in Company Inventory, click on Spillage in the left menu.

Note: you can only add additional Equipment Items to a Spillage Report that has a Spillage Report Status of "Open".

  1. Click on the Spillage Report you want to add items onto.
  2. Select the Equipment Items that you want to spillage, including the following information:
    1. Quantity - the count of the Equipment Item you are wanting to spillage.
    2. Return Reason - the reason the Equipment Item is being Spillaged.
    3. Comments - and general comments about the Equipment Item or the reason it is being Spillaged.
  3. Click Review.
  4. A summary of the spillage report will be shown for you to review and approve.
  5. Click Save.

 

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