Incoming memos¶
The Incoming Memos module tracks products borrowed from suppliers on consignment. When a supplier sends items for evaluation, you create an incoming memo to record what was received. You then decide for each item whether to keep it (add to your regular stock) or return it to the supplier.
Creating an incoming memo¶
Navigate to and click Create incoming memo. Fill in:
Supplier: The supplier sending the items
Storage: The location where the items will be stored
Return deadline: Optional date by which items must be returned
Supplier reference: The supplier’s own reference number
Notes: Any additional information
Adding items¶
On the detail page, click Add memo item to add products. Each item is added with a quantity. When an item is added, it is recorded as consignment inventory — tracked separately from your regular stock so you always know which items are borrowed.
Making decisions¶
For each item, click Decide to open a form where you specify:
Quantity to keep: These items are moved from consignment inventory to your regular stock.
Quantity to return: These items are removed from your consignment inventory and marked for return.
The total of kept + returned cannot exceed the received quantity.
Statuses¶
Each incoming memo goes through three stages:
Received (blue): Items have arrived and are awaiting evaluation.
Processing (yellow): Some items have been decided, others are still pending.
Completed (green): All items have been evaluated — the status updates automatically when no items are left pending.
Decision summary¶
The detail page shows a summary card with five metrics:
Total quantity received
Pending — items not yet decided
Kept — items added to your regular stock
To return — items marked for return but not yet shipped
Returned — items physically sent back
Return shipments¶
When items are marked for return, a Create return shipment button appears. This creates a shipping label through the integrated shipping module. Once the return shipment is created, the items are marked as returned and the shipping details (tracking number, method, included items) are shown on the detail page.
Filtering¶
Filter the incoming memos list by:
Search (memo ID, supplier name, supplier reference, notes)
Received date and return deadline ranges
Supplier and storage
Status (received, processing, completed)
Flagged status
See also