Move Inventory

Move Inventory


Module : Inventory 
Topic : Move Inventory 
Version(s) : Version 5.1 and up  
Editions : All Editions 



The move inventory screen allows inventory to be moved from one storage location to another. It also allows for changing how the inventory is stored. The interface is presented as a list of moves, where each individual move can first be added to the list and then applied. Navigate to  Company Data>Inventory>Move Inventory  .

The list starts out empty and will look like this:



Clicking the 'Add new record' button at the top of the list, adds a new row which represents one pending move:



Here is what the individual columns mean:

  • SKU:  This is the SKU that will be adjusted.
  • Location:  This is the storage location for the particular SKU that is selected. Only locations where the SKU is presently being stored will be displayed in this list. The unit of measurement information is also displayed in this drop down, and represents  how  this particular item is being stored in the particular location.
  • To Location:  This is the storage destination for the particular SKU that is selected. This list is a combined list of locations where this SKU is already stored, and empty warehouse locations where the SKU can possibly be stored.   The interface will work a bit differently depending on which is selected.
    • Item storage location (indicated by unit of measure information in the location text) This is a location where the SKU is already being stored. The unit of measure, as well as the count of items in that unit of measure cannot be changed as they are already defined for that location.                          
  • Warehouse location (indicated by the word “warehouse” in the location text) This is a location where the SKU has not been stored yet. If it is being stored here for the first time, additional parameters will need to be provided. Below is a screenshot along with definitions of the fields:



SKU is stored there. If the “To” location holds cases of 10, one box of twenty will become 2 cases of 10 in the destination location:                

Regarding unit conversions, the interface will allow any conversion that can be physically done. The interface will display an error if it detects a conversion that cannot be performed. Here is some example scenarios of how conversion may be done:



Once all the fields have been filled, the line item can be saved by hitting the  save icon at the beginning of the line. Multiple line items can be added, to move different SKU’s all at one time. The pending move can be edited by clicking on the  edit pencil icon.

Finally, hitting the  'Apply Move' button at the bottom of the list will cause all the pending moves to be applied to the database. A green check mark will appears next to each successful move.

Note: In rare cases, a Red X will appear instead of a green check. This indicates that the move could not be made. If the actual inventory at a particular “From” location changed in the period of time that the moves were being defined, the proposed move may no longer be eligible. In such a case, this screen should be exited and then returned to in order to re-define the move.


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