Task Creation: Trash Inventory

A task must be created if you need to trash inventory and have it removed from the system, but you are NOT going to debit the vendor. Typically, only P&S or Business Managers should be creating these tasks.

IMPORTANT: If the vendor will be debited, DO NOT enter a task. P&S Specialist must work with SCM Buyer on a Vendor Return Authorization (VRA).

  • Why would inventory be trashed?
    • Written-off inventory that we cannot sell
    • Closeout inventory with a handful of units on hand that likely do not exist or cannot sell to customers due to carton quantity restrictions.
  • Create a new task using one of two options.

Task Information Section

  • Select Trash Inventory as Sub-Type
  • The title will auto-populate after the task is saved.
    • NOTE – You can override the auto-population by checking the Override Name box.
  • Change Requestor if necessary
    • NOTE – It will auto-populate to the user’s name.
  • Change Location if necessary.
    • NOTE – It will auto-populate to the user’s main location.

Directions & Notes Section

  • Enter Directions to Task Recipient
    • NOTE – Be clear and specific in your directions. Assume that someone new is reading these directions and needs to understand them clearly and easily.
  • Adjust priority if necessary
  • Enter due date

Vendor Errors Section

  • Select the reasons if necessary.
    • NOTE – It can be multiple reasons

Task Status Section

  • Change the Current Assignee to the necessary team.
    • NOTE –If you request a task for 12th, SHW, or GCR enter 12th Inventory Management regardless of the location. This does not apply to PBG.
  • Leave Overall Status as Not Started
  • Ignore Rework, Debit, and Item Audit Status

Related Records Section

  • Enter Item number if applicable
    • NOTE – If it is multiple items or specifically related to a PO, leave blank
  • Select NetSuite PO if applicable
  • Enter or select vendor
  • Product Specialist and Buyer will auto-populate

Drop Files Here Option

  • Drag and drop any email backup related to the reason for trashing inventory.
    • NOTE – The messages can be found in the Communication subtab under the files sublist.
  • Save
  • Double-check the task to make sure all information is saved correctly.
    • NOTE – There have been issues with the Current Assignee not saving on the initial task creation.

Your open task will appear on the Reminders portlet.

  • Important Updates:
  • What happens if the inventory is trashed at an outside location, such as a 3PL?
    • The task should be directed to the Buyer responsible. They will contact the 3PL to have it trashed and remove it from the system.
Updated on January 29, 2025
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