Navigation:  Setup Menu > Demo/Loaner Record Maintenance

This utility is primarily for those occasions when an item that was shipped as a demo or a loaner (see Demos and Loaners in the Helpful Hints section) is not returned properly.  In this case, you might have an item that is back in the proper warehouse in your inventory, but that still appears on the Open Demo/Loaner Report.

To remove the item from the report, enter the Item number, the warehouse that shows on the Open Demo/Loaner Report, and the Serial number.  Once those are entered, the information related to that demo or loaner item will display.  The most critical information is the quantity shipped and the quantity returned.  Modify the quantity returned to match the quantity shipped and the item will be removed from the Open Demo/Loaner Report.

Return Item - A new feature added at version 4.40 will allow you to quickly create a credit memo to return the demo/loaner unit.  Just click the Return Item button and a new credit memo will be created for this item.  The serial number of the demo or loaner unit will be automatically distributed on the line of the credit memo, saving possible typos.