Learn how to place an inventory item on memo, purchase a memoed item from a vendor, and return a memo item when needed.
Memo items are items that are temporarily in your possession but have not yet been purchased. In Pavilion, you can place an item on memo, purchase it from the vendor, or return it if you do not keep it.
Place an item on memo
Use this workflow when you want to mark an inventory item as being on memo.
Option A: Place a new item on memo while creating the item
Create a new inventory item.
In the Inventory section, check the Memo checkbox.
Complete all required item details.
Click Save. The item is now marked as on memo.
Option B: Place an existing stock item on memo
Use this option when an item already exists in inventory as a stock item and needs to be changed to memo.
Open the inventory item record.
Go to the Activity tab.
Find the existing Purchase adjustment.
Open the row menu and click Edit.
In the Type field, change the adjustment type from Purchase to Memo In.
Click Save. The item is now marked as on memo.
Purchase a memoed item
Use this workflow when you decide to keep a memoed item and need to purchase it from the vendor.
Open the memo inventory item record.
Go to the Activity tab.
Click + Adjust.
In the Operation field, select Purchase.
Confirm that the From Memo checkbox is selected.
Complete the required adjustment details, including quantity, vendor, price, store, and location.
Click Save. The memoed item is now converted to a purchased inventory item.
Return a memo item
Use this workflow when you need to return a memoed item to the vendor.
Open the memo inventory item record.
Go to the Activity tab.
Click + Adjust.
In the Operation field, select Return to Vendor.
Confirm that the From Memo checkbox is selected.
Enter the quantity being returned.
Complete any other required fields.
Click Save. The memo item is returned and no longer counted as memo inventory.