This user guide provides step-by-step instructions on the process of "memoing" items and purchasing them from vendors within Pavilion. It covers the essential steps involved in placing an item on a memo, purchasing a memoed item, and returning a memoed item when necessary.
Placing an Item on Memo
These instructions show you how to designate an item as Memo to track items temporarily in your possession.
1. Option A: Set the Memo checkbox when creating an item.
2. Fill in all mandatory data and click on the Save button.
3. Now Your Item is On Memo.
4. Option B: (existing in stock item): Change existing Purchase to Memo In. To do so, go to the Activity tab and edit the Purchase adjustment.
5. In the Type field change adjustment type from Purchase to Memo In.
6. Click on the Save button.
Purchasing a Memoed Item
These instructions show you how to purchase a memo item after the sale.
1. Open the Memo in the Inventory Item record that was Sold. Go to the Activity tab and click on the + Adjust button.
2. Create a new adjustment with the Purchase type.
3. Notice that the From Memo checkbox is marked. It means that you make a Memo Purchase.
4. Click on the Save button.
Returning a Memo Item
These instructions show you how to convert a memoed item to out of stock once you've returned it.
1. Open the Memo Inventory Item. Go to the Activity tab and click on the + Adjust button.
2. Create a new adjustment with the Return to Vendor type.
3. Choose the quantity of the Items you wish to return.
4. Fill in all necessary data and click on the Save button.
5. Now your Memo Item has been successfully returned.
