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Dynamics 365 Community / Forums / Microsoft Dynamics RMS (Archived) / Removing items without...
Microsoft Dynamics RMS (Archived)

Removing items without using Manager, and without being recorded as a sale

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Posted on by Community Member Microsoft Employee

I'm trying to figure out a way that front line staff who don't have access to Store Ops Manager (they only use Store Operations POS without manager permissions) can remove items from inventory - without it being counted as a sale.  I know that they could change the price of an item to 0.00 and ring it through as a sale, but then it would still show up on sales reports- and I don't want that.  For example, if a food item is thrown out because it has expired, it should be removed from inventory but not reflected in the sales.

Any suggestions as to how I can do this would be appreciated.

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Removing items without using Manager, and without being recorded as a sale

    I just realized that this requires the Manager program.

    What if they sold it at $0 then returned it as damaged? That way, the sale and the return would balance each other out.

    It would also move the product into your off-line inventory which would allow a system of checks and balances because someone who has access to the Manager would have to go in and transfer that inventory out of off-line every so often.  If you did this, I would create a special "customer" to do these sales and returns to keep a closer eye on these situations  and insure a little against theft.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Removing items without using Manager, and without being recorded as a sale

    Wynen,

    We use Transfer out to Supplier "Damaged" or " Expired Products", but this requires SO Manager use. This allows us to see totals in reports by month and make adjustments to stocking levels.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Removing items without using Manager, and without being recorded as a sale

    Would the Transfer Inventory Out function work? It's just like creating a PO, but in reverse and allows you to see the details and explanation for what the items were removed from inventory.

  • Suggested answer
    Ricardo Funes Profile Picture
    Ricardo Funes 115 on at
    RE: Removing items without using Manager, and without being recorded as a sale

    we use Hooks so the staff can't sale items less than 1.00 or the price we asign to it

    you can put security in your OPOS that the staff use.

    and be carefull because the inventory its very importante for all the stores.

    usually am at charge of 12 stores

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Removing items without using Manager, and without being recorded as a sale

    Wynen,

    There are a few things that you can do to resolve all of the issues that you are having with this in your store.

    • Set security at the pos to prevent employees from making adjustment to the quantities in the SO Manager under the item properties.
    • Require reason codes for change in price, change in quantity and discounts at the POS
    • Teach your staff how to return items to Offline Inventory
    • Run reports on items that are returns to Offline inventory, for detailed tracking purposes.

    Once you have done just these four steps you will already have helped to prevent from many of the potential losses in your business. If you would like details on how to do any of these functions and more in RMS please let me know and I can explain them to you.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Removing items without using Manager, and without being recorded as a sale

    If you allow the staff to change the inventory without ringing up a sale or any other form of tracking, you are opening the door for theft.  A person could choose to sell an item, pocket the money and just remove that item from the inventory.  

    If you want ot account for waste, then I suggest to ring up all the items for waste.  Cash that order out to a house account that is named Waste.  The Waste account for give a 100% discount, but all items would be accounted for and traceable.  You can go under that account and see each item and when it was sold/wasted.  

    I know you don't want this to show up or sale reports.  To accomplish that you can add an additional filter.  Price <> 0.00    i.e Price not equal to 0.

    Please don't give your employees an avenue to steal from you and your business.

    Thanks

  • eliud mugo Profile Picture
    eliud mugo 1,440 on at
    RE: Removing items without using Manager, and without being recorded as a sale

    Hi wynen

    Do you want to keep track of inventory for the product?If yes its not advisable to just remove inventory.

    There are many options in RMS to manage inventory.

  • Ricardo Funes Profile Picture
    Ricardo Funes 115 on at
    RE: Removing items without using Manager, and without being recorded as a sale

    ok if you want to change it without using the manager you can use SQL so you can change the quantity from de item table, but if you have HQ Manager to you got to make changes in that database to.

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