Material Return / Credit Request

📋Return Details01

Job Number *

The Simpro job the material was ordered to. The office pulls the PO, receipt, cost centre & assigned-to from this.

Tap 🔍 Simpro to pull the site address for this job number.

Required

Return Ref No.

— AUTO

Generated automatically for tracking. Override manually

Job / Site Address *

Enter the full site address so the office can confirm it matches the job number.

Required

Tech Completing This Form *

Required

Your Email (for your copy) *

A copy is emailed to you so you can print it and leave it with the material in the warehouse.

Enter a valid email

Where is the material now? *

Tells the office whether to arrange collection or credit stock already returned.

🏢 At our warehouse 🚚 Sent back to supplier

Required

Date & Time

Loading… AUTO-STAMPED

↩️Reason for Return02

This reason applies to the whole return. If one line is different, use its own note in Section 3 — otherwise you don't need to repeat it per item.

Overall reason

Reason detail (optional)

📦Items to Return03

Add one line per different part. Same part = one line (just set the quantity). Use + Add Another Item for each additional part.

Add at least one item with a model/item number and quantity.

✅Submit04

Anything else the office should know (optional)

Opens your email app, pre-filled to with a copy to you. Review and tap Send — then print your copy and leave it with the material. Attach a photo of the item / packing slip if faulty or damaged.