--- title: "Working with Pre-Returns" slug: "working-with-pre-returns" updated: 2025-04-14T09:05:49Z published: 2025-04-14T09:05:49Z canonical: "docs.avontus.com/working-with-pre-returns" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.avontus.com/llms.txt > Use this file to discover all available pages before exploring further. # Working with Pre-Returns Pre-return Shipments enable you to return equipment from a Job Site and have it counted later, when the equipment is unloaded, thus allowing the equipment to be easily identified when the equipment is ready to be counted. ## Configuring a Pre-Return's Counts Before Quantify can process a pre-return, it must count the pre-return. To configure a pre-return's counts: 1. Locate and click the **Branch Office** or **Job Site** for which you want to configure pre-return counts and click the **Shipping** tab. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-MCWUOYSO.png) 2. Click the pre-return you want to configure and click the **Count Materials for Selected Pre-Return** button ( ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/f9830746-8652-4cbd-9ac7-fd91ca165a38.png)). ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-M8SXK34V.png) 3. The *New Direct Ship* dialog appears. 4. Set the Planned Ship date ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-959509EV.png) 5. From the calendar icon, select a date ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-K7IRN0I0.png) 6. Click the **Rent Stop** calendar icon ( ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/beb877a8-8243-43da-9959-389bde2f8528.png)). ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/c075a8dd-b12e-4edd-a8de-fdfede947cea.png) The calendar appears. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-JIN552JZ.png) 7. Locate and click the correct planned date of shipment. 8. Click the **Products** tab. The *New Direct Ship* dialog refreshes. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-ASBJ20BD.png) 9. Locate and double-click the appropriate cell in the **To Ship** column and enter the number of units to include in the Shipment. > **Note:** The **Available** column shows the current stock of each part. Alternatively, you can click the **Plus** ( ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/838df2ae-2dfd-409d-90d6-64a0c5061d00.png)) button once for each unit you want to ship. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-L7YZJHN0.png) 10. Repeat the above two steps as many times as necessary. 11. Click the **Additional Charges** tab. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-0AHC33WA.png) 12. Locate and double-click the appropriate cell in the **Weight** column and enter the appropriate weight. 13. Locate and double-click the appropriate cell in the **Price/Unit** column and enter the unit price. 14. Locate and double-click the appropriate cell in the **No. Units** column and enter the appropriate number of units. 15. Locate and click the appropriate **Taxable** checkbox. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-SYXWEEIG.png) 16. Repeat the above steps as many times as necessary. 17. Click **Complete Shipment**. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-A97ULO9O.png) Quantify updates the shipping status to Completed and adds the Products to inventory. ## Creating a Pre-Return Shipment Pre-return Shipments allow equipment to be returned from a Job Site and counted later when the equipment is unloaded. The pre-return status allows the equipment to be easily identified when the equipment is ready to be counted. To create a pre-return shipment: 1. Locate and click the **Job Site** from which you want to ship equipment, click the **Shipping** tab and click the **Add Return for Products to be Counted at Another Time** button ( ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/ce115463-b6b6-477f-acd9-dd7a79b7e4c3.png)). ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/aa690ae7-76f0-49e4-a716-450cb96cc26b.png) The *New Direct Ship* dialog appears, set up for a return. > **Note:** You can also right-click the Job Site and select **Pre-Return from this location** from the **New Shipment** sub-menu. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/b8d32f2f-437b-4dc4-ac10-af5ffcc371fc.png) 2. Click the **Received** calendar icon ( ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/bd68f39a-844c-4fdb-9053-f401f41d0512.png)). ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/86edc8c7-3268-46b5-a7b4-46c74caba4c8.png) The calendar appears. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/fedc0300-496c-4c9c-9547-e65c40481bc3.png) 3. Locate and click the correct date of receipt. 4. Click the **From Job Site** dropdown and select the Job Site from which the Shipment will originate. 5. Click the **To Branch Office or Sub-Branch** dropdown and select the location at which the Shipment will arrive. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/f437f1c1-55d3-41bf-9f03-b74615e8c23d.png) As necessary 6. Click the driver dropdown and select the appropriate driver. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/fc45004f-48c9-4a17-b3be-8d8c6de5330d.png) 7. Click in the **Return Report** text field and enter the number of copies of the return report you want. 8. Click in the **Return Labels** text field and enter the number of copies of return labels you want. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/2121cc44-c521-4c77-b7eb-73d2a1bbea4c.png) 9. Click **OK**. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/5dbed053-d964-410f-8ce0-7c53cae71b1f.png) The pre-return appears in the **Shipping** tab. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/8fa00a2c-41c3-4bed-82b2-665481a05919.png) Quantify has created the pre-return without an associated Bill of Materials, but will create the Bill of Materials when it counts the pre-return.