Worksheets Overview

1. From the POS during the processing of the return. 
   
2. From the "Worksheets" screen of the POS. 
   
3. From the "Worksheets" screen of Control Center. 
   

This article includes information about worksheet management from the store employee's Control Center user account. For more information on creating a worksheet from the POS, refer to "Creating Worksheets from POS." 

1. How to create a worksheet from the Control Center.
   
2. How to convert a worksheet to an adjustment, invoice, or order. 
   

Creating, viewing, or converting a worksheet requires appropriate user permissions. For instance, a store employee may have the authority to create a worksheet, but they may not have the permission to convert it into an adjustment, invoice, or order. Similarly, their ability to view worksheets created by other users may vary. 

1. Reaching "Worksheets"

1. Step 1: Log into Control Center
   
2. Step 2: Choose Store
   
3. Step 3: Choose Inventory
   
4. Step 4: Choose Adjustments
   
5. Step 5: Choose Worksheets
   

2. Understanding "Worksheets" Layout

1. Column Titles: Each column title indicates the type of information in the column. You can filter the list using the title with drop-down options to search for a specific worksheet record. 
2. 1. Add New: This button allows you to create a new worksheet.
   
3. 2: Filter Range: This button allows you to view the worksheet records for the selected date range. Select the required dates in the Start and End fields, then click the "Filter Range" button to view the worksheet records for the specified date range. 
   
4. 3: When a worksheet is completed: 
   
1. 3.1: View Worksheet: This button allows you to view the processed worksheet.
   
2. 3.2: View Notes: This button lets you view the notes added to the worksheet, if any. When you click this button, the Notes History screen will appear, as shown in Figure 2.2. It displays all notes added to the worksheet, along with information about the user who added them and timestamps. 
   

Figure 2.2

1. 4. When a worksheet is not completed: 
   
1. 4.1: Edit Worksheet: This button enables you to edit the worksheet record. 
   
2. 4.2: View Notes: This button allows you to view any notes added to the worksheet, if any exist. When you click this button, the Notes History screen will appear, as shown in Figure 2.2. It displays all notes added to the worksheet, along with information about the user who added them and the timestamps. 
   
3. 4.3: Delete Worksheet: This button lets you delete the worksheet record. 
   

3. Adding a Worksheet

1. Click "Add New," which is shown in the top right corner. 
   
2. The Create Worksheet screen will appear, as shown in Figure 3.1 below. You can select the appropriate details.
   

 Figure 3.1

1. Worksheet Type: Select the worksheet type from the drop-down menu, which offers three options: Vendor Return, Vendor Return Damaged, and Warehouse Return.
   
2. Vendor: The list of vendors is in the drop-down menu. Choose the vendor name for whom you wish to create the worksheet.

1. Make the required selections and click "Create Worksheet." The system will create a worksheet, as shown in Figure 3.2. 
   

 Figure 3.2

Fields and Buttons:

1: Action Buttons

1. 1.1: Cancel: This button lets you discard the changes made, if any. 
   
2. 1.2: Add Notes: This button allows you to add notes to the worksheet. 
   
3. 1.3: View Notes: This button lets you view the notes added to the worksheet, if any. When you click this button, the Notes History screen will appear, as shown in Figure 2.2. It displays all notes added to the worksheet, along with information about the user who added them and timestamps. 
   
4. 1.4: Submit: Use this button to submit the worksheet. 
   
5. 1.5: Print Items: This button helps you to print the worksheet.
   
6. 
   1.6: Attachment: This button allows you to attach a document (PDF and text files) to the worksheet if necessary. When you click this button, the Worksheet Attachments pop-up screen will appear, as shown in Figure 3.3. Click the "Upload" button to upload the attachment.  
   

Figure 3.3

7. 1.7: Convert To Adjustment: Use this button to convert the worksheet to the adjustment. 

2: Basic Information: This section shows the basic information about the worksheet.

3: Add: This button lets you add products to the worksheet. For more information, please refer to Section 3.1 Adding Products to a Worksheet.

3.1 Adding a Product to a Worksheet

1. Click  "Add," highlighted in Figure 3.2.
   
2. The Add/Update Item screen will open, as shown in Figure 3.1.1.
   

Figure 3.1.1

1. Select Product: Click the Select button to open the Select Product screen to select the required product. 
   
2. Vendor Part: The system retrieves the vendor part for the selected product.
   
3. Product UPC: The system will bring the selected product's UPC.
   
4. Return Quantity: Please enter the quantity for the return request.
   
5. Return Type: Specify the return type, i.e., full stock or piece(s).
   
6. Return Reason: Please specify the reason for returning the product.
   
7. Return Reason Details: Please provide the details regarding the reason for the return. 
   
8. Save & Close: After selecting the product, click "Save & Close" to add it to the worksheet.
   
9. Save & Add: Clicking this button will add the selected product to the worksheet and display the Add/Update Item screen again, allowing you to add more products. 
   
10. Close: Click this button to close the Add/Update Item screen. 

1. If you know the UPC, product name, or vendor part, enter it into the respective field and click the "Enter" button on your keyboard. Alternatively, click the "Select" button to open the "Select Product" screen and select the required product. 

Figure 3.1.2

1. 1: Search the product by using the Type Product Name field, the Select Category Name drop-down, and the Select Manufacturer Name drop-down. Enter the product name, select the category or manufacturer from the respective drop-down, and click the "Search" button. 
   
2. 2: Use the Delete icon to remove the selections made for the Type Product Name field, the Select Category Name drop-down, and the Select Manufacturer Name drop-down, if any.
   
3. 3: The system displays a list of all available products. Click on the desired product name to select it. 
   
4. 4: Click the "Apply" button to add the product. 
   

1. The Add/Update Item screen will reappear with the product details populated. Fill in the information as explained in Figure 3.1.1 below and click the "Save & Close" or "Save & Add" button based on your requirements. 
   
2. The system will add the product to the worksheet. You can repeat this process to add multiple products. After adding the products, the Edit Worksheet will appear as shown in Figure 3.1.3. Use the Edit and Delete icon buttons to edit the product detail or delete the product from the worksheet.

Figure 3.1.3

3.2 Understanding Buttons, Conversion Processes, and Status  

1. The "Convert to Adjustment" option is available for all return worksheet types, applicable to both corporate and store employees, allowing them to use it according to their specific requirements.
2. However, if the return worksheet type is "Warehouse Return" and the "Warehouse Approval Workflow" is enabled, this option will not be accessible.
   

1. If the "Enable Convert to Invoice" setting is enabled in "Worksheet Settings" by the corporate employee, the "Convert to Invoice" button will be available for all return worksheet types.  
   

 Figure 3.2.1

1. If the "Enable Convert to Order" settings are enabled in "Worksheet Settings," the "Convert to Order" button will be available in the following cases: 

1. When the worksheet type is set to "Warehouse Return": 
   
1. The worksheet type is either "Vendor Return" or "Vendor Return Damaged," and the worksheet status is "Completed." 
   
2. The worksheet type is "Warehouse Return," and:
   
1. If the Warehouse Approval flow is enabled, the worksheet status is "Completed." 
   
2. If the Warehouse Approval flow is disabled, the worksheet status is either "In Progress" or "Completed."
   

1. In Progress: When a worksheet is created, it displays the "In Progress" status.  
   
2. Submitted: When the store employee submits the worksheet to the warehouse or corporate office, it displays the "Submitted" status. 
   
3. Approved: When a warehouse or corporate employee approves the worksheet, it displays the 'Approved' status. 
   
4. Completed:
   
1. When a worksheet is converted to an adjustment, it displays the "Completed" status. 
   
2. When a corporate employee completes the worksheet using the "Complete" button, it displays the "Completed" status. 
   

4. Converting to an Adjustment, Invoice, or Order

5. Editing a Worksheet

1. Add products to the worksheet.
   
2. Delete products from the worksheet.
   
3. Add notes to the worksheet.
   

1. Click the respective Edit icon highlighted in Figure 2.1.
   
2. The Edit Worksheet screen will appear, as shown in Figure 5.1. Make the necessary changes according to the requirements. The system will automatically save the respective modifications.  
   

 Figure 5.1

6. Printing a Worksheet

1. Click the "Print Items" button, highlighted in Figure 3.1.
   
2. The Print Report screen will appear, as shown in Figure 6.1. Make the necessary selections according to your requirements and click the "Start Print" button.
   

Figure 6.1

1. Export Type: Select the export type: PDF, CSV, or Excel. 
   
2. Include Header: This toggle button will be enabled by default. Please turn it off to exclude the report's header from the report. 
   
3. Repeat Headers on Every Page: Enable this button to print the title on every page of the printout.    
   
4. Print Title on Every Page: This toggle button will be enabled by default. Turn it off if you want to leave the report's header off some pages.
   

1. The report's PDF, CSV, or Excel file will open in a new tab. Click the Download icon to download the file, and then click the Print icon to print it. Below is a sample worksheet report.
   

 Figure 6.2

7. Deleting a Worksheet 

1. Click the "Delete" button highlighted in Figure 2.1.
   
2. A warning dialog with two related options will appear, as shown in Figure 7.1.
   

Figure 7.1

1. Click "Yes, Delete" to continue deleting the worksheet. 
   
2. Click “Cancel” to close the pop-up and skip the deletion process.