Unit leaders can manage inventory through product returns and unit-to-unit transfers. This article explains how each works and where to review order adjustment history in the system.

How Does a Unit Submit a Product Return Request to Council?

Note: The option to return products is determined by your Council. The Return Popcorn option will only appear if returns are allowed. Returns are allowed for full cases only.

The below process covers most units. If your Council gave you different instructions, please follow your Council's guidance.

To submit a return request:

Go to Orders from the main navigation menu
Click the Return Order Type from the list
Enter the quantities to be returned in the Draft Order column
Click Submit

Once the Council accepts the return:

The return will appear on your popcorn invoice statement
Inventory and invoice adjustments will be reflected automatically

Tip: Always refer to your Council’s return policy for deadlines, eligible products, and quantity limits.

How Do I Enter a Unit-to-Unit Product Transfer?

Unit-to-unit transfers allow inventory to move between units within the system.

Transfers must be initiated by the giving unit and approved by the receiving unit.
Transfers can be initiated from orders that are both approved and have a delivery date in the past.
Transfers are managed entirely within the system.

Unit-to-Unit Transfer Steps

Giving Unit (Initiates the Transfer)

Log in to the Leader Portal
Go to the Orders page
Click on the order that you will be transferring the product from.
Click Initiate Unit Transfer in the top right
Input the receiving unit
Add the Qty to transfer of each item
Click Submit Transfer

Receiving Unit (Approves or Rejects the Transfer)

The primary contact will receive an email notification
Log in to the Leader Portal
Go to the Orders page
Review the pending transfer
Click Approve or Reject

Once approved:

Inventory adjustments are applied to both units
Changes appear on the invoice statement

Important Notes:

Only approved unit orders that have been delivered to Council can be transferred
The transfer does not affect either unit’s invoice until approved by the receiving unit
The giving unit can cancel the transfer before approval by clicking Cancel
Transfers can only be done within the same Council

Where Can I See a History of Unit Order Adjustments, Transfers, and Returns?

When products are transferred between units, the retail amount is adjusted accordingly: the giving unit's total retail amount is reduced, while the receiving unit's total retail amount increases. These adjustments are reflected directly on each unit's invoice. The invoice breaks down the original ordered amount, deductions or additions for transfers, and the resulting net retail total, which is what's used for commission and billing calculations.

You can review all adjustments (Council changes, unit transfers, and returns) on your unit invoice.

To view adjustment history:

Go to Popcorn Orders and Returns or Acct. Summary
Click Invoice Statement
Review the Adjustments column for total adjusted qty or details directly below
Returns will appear as a separate order type (in most Councils).