Setup
You will need the Warehouses module turned on in your workspace. If you do not see this in your main menu, reach out to [email protected].
You will also need the following permissions in your security group:
Can create and manage warehouses, submit stock adjustments and transfers.
Can view purchase orders.
Can create and update purchase orders and dockets.
Click here to learn about permissions and security groups.
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How to transfer stock
Between warehouses
1. Navigate to Billing > Warehouses and click Bulk Transfer.
1. Navigate to Billing > Warehouses and click Bulk Transfer.
2. Choose From Warehouse and To Warehouse and provide the Comment for the audit trail. Then search for the relevant product, enter the quantity in the Move items and click Confirm transfer.
2. Choose From Warehouse and To Warehouse and provide the Comment for the audit trail. Then search for the relevant product, enter the quantity in the Move items and click Confirm transfer.
The products can be searched by Name, Supplier Ref, Internal Ref, Supplier or Category.
When opening Bulk Transfer on the warehouse page, the To and From are prefilled based on the warehouse type. On a facility page, From Warehouse is set to the current facility. On a van page, From Warehouse defaults to the van’s home facility and To Warehouse is set to the van itself.
When opening Bulk Transfer on the warehouse page, the To and From are prefilled based on the warehouse type. On a facility page, From Warehouse is set to the current facility. On a van page, From Warehouse defaults to the van’s home facility and To Warehouse is set to the van itself.
From a facility to a van (Required Stock)
1. Navigate to Billing > Warehouses and click on the number in the Required column for a van.
1. Navigate to Billing > Warehouses and click on the number in the Required column for a van.
This functionality is also available on the van page when clicking Action [X] Required Stock.
This functionality is also available on the van page when clicking Action [X] Required Stock.
2. Provide the Comment for the audit trail, select a facility and adjust the amount if transferring less than the Minimum Restock Level. Then click Confirm transfer.
2. Provide the Comment for the audit trail, select a facility and adjust the amount if transferring less than the Minimum Restock Level. Then click Confirm transfer.
How to reserve stock for a van
1. Navigate to Billing > Warehouses and click Bulk Transfer.
1. Navigate to Billing > Warehouses and click Bulk Transfer.
2. Choose From Warehouse and To Warehouse and provide the Comment for the audit trail. Then search for the relevant product, enter the quantity in the Move items and click Reserve stock.
2. Choose From Warehouse and To Warehouse and provide the Comment for the audit trail. Then search for the relevant product, enter the quantity in the Move items and click Reserve stock.
When opening Bulk Transfer on the warehouse page, the To and From are prefilled based on the warehouse type. On a facility page, From Warehouse is set to the current facility. On a van page, From Warehouse defaults to the van’s home facility and To Warehouse is set to the van itself.
When opening Bulk Transfer on the warehouse page, the To and From are prefilled based on the warehouse type. On a facility page, From Warehouse is set to the current facility. On a van page, From Warehouse defaults to the van’s home facility and To Warehouse is set to the van itself.
How to confirm pickup of reserved stock for a van
1. Navigate to Billing > Warehouses and click on the number in the Reserved column for a van.
1. Navigate to Billing > Warehouses and click on the number in the Reserved column for a van.
This functionality is also available on the van page when clicking Action [X] Reserved Stock.
This functionality is also available on the van page when clicking Action [X] Reserved Stock.
2. Click Confirm transfer.
2. Click Confirm transfer.
How to transfer unused stock back to a warehouse from a task
Please review How to transfer unused task stock back to the warehouse section on the Reserve and pickup stock for tasks article.