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Issue and Return Materials

Issue materials to a work order

  1. Go to Manufacturing → Material Issues → Create.
  2. Link the work order, choose an issue type, and select the source warehouse.
  3. Add lines — items and quantities. If an item is batch-tracked, record its batch number here; this is what feeds lot genealogy later.
  4. Save, then click Issue materials once the items are physically picked. Stock decreases at the source warehouse at this point.

Return unused materials

  1. Go to Manufacturing → Material Returns.
  2. Create a return from an existing issue, or start one standalone.
  3. Return the unused quantity to stock.

:::tip Always tie issues to the right work order Costing, availability, and lot genealogy all depend on materials being issued against the correct work order — double-check it before saving. :::

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