Stock Actions
Perform bulk actions on SKUs in the Warehouse
Stock Actions - need to know
Stock Actions in the Warehouse manager enable users to:
Move stock from location(s) to other location(s) in the same warehouse.
Transfer stock from one warehouse location to another warehouse.
Load Pallet(s) with stock.
Adjust stock quantities (a.k.a. Stock Adjustment).
These actions can also be performed from the Barcode scanner.
Stock Action - general convention
The result in the 'Stock Action' window can be selected and will be moved to the 'Selected Stock' pane
The Qty of Items you want to apply the action to is entered into the Applied Qty field
You then apply the action
Remember to move or transfer an Item you must have a destination location selected
Move Stock workflow
See Move.
Transfer Stock workflow
See Stock Transfer between local or adjacent warehouses.
Load Pallet workflow
See Load Pallet.
You can create a Pallet in a Location. You can Load a Pallet with stock from Stock displayed in the Stock Detail pane. Pallets can be 'loaded' with Items. You create Pallets in Locations then select the corresponding Pallet so it appears in the Stock Detail pane.
Go to the Stock Actions Tab
In the Items pane select (fixed highlight) the Item you want to load onto the Pallet
The selected Item will appear in the 'Selected Stock' pane
In the 'Selected Stock ' pane 'Select' the Item. The selected Item will be displayed in the 'Selected Stock' pane.
You can repeat the above steps to specify more Items to load onto the Pallet
In Applied Qty field for each Item specify the quantity of Items you want to load onto the Pallet
Complete entering the 'Applied Qty'
In the Pallets pane select (fixed highlight) the Pallet you want to Load
Go to the Items pane and select (fixed highlight) the Item you loaded onto the Pallet
OR
Go to the Locations pane and select (fixed highlight) the Location of the Pallet
Both of the above select actions will display the Pallet and its load in the Stock detail pane (bottom left-hand pane)
Click Clear on the 'Selected Stock' pane
Move Pallet workflow
Warehouse management system - Move Pallet workflow - video on hold |
Pallets are stored in Locations:
Go to the Stock Actions Tab
To move a Pallet
Find Pallet in the Pallet pane
Select Pallet
Select destination Location in the Location Pane
Click Move
The Pallet will appear the destination Location
Adjust Stock workflow
See Adjust stock.
Stock adjustment workflows
There are two types and methods of adjusting the stock. Both cases create a Stock Adjustment in the Accounting (Stock Asset account).
1. Add New Stock to a Location where this stock is not already stored (New Stock, New Location(s))
2. Adjust Stock in a Location where the Stock is already stored (New Stock, Current Location(s).
Add new Stock to a Location
Add New Stock to a Location where this stock is not already stored (New Stock, New Location(s))
This type of Stock adjustment is a considered action and a two-stage process.
For example, at Location 1/1 add a Qty of new stock 20 x SKU123.
Go to the Stock Actions Tab
In the Items pane, 'Select' the Stock Item
In the 'Locations' pane select the Location where the stock will be stored
The Qty in the 'Selected Stock' pane will display a Qty of 0
In the Applied Quantity field, enter the quantity of Items you want to adjust e.g. 20
Click 'Adjust' on the 'Selected Stock' pane.
In the modal box (pop up) add a name or a memo to record the reason
The Stock level of SKU123 will be increased by 20.
A Stock Adjustment will be created in the Stock Asset account - the default Profit and Loss expense account is set to 'Stock Write Off'. This is the default setting in the main app Setup>Configuration>Accounts>Default Accounts>Stock Adjustment. You can change this default setting OR go to the resulting Stock Adjustment and edit this transaction to select a new account mapping.
The Stock Adjustment entry will appear in the Stock Asset Account (In the main app)
The Stock Adjustment is editable i.e. the resulting asset value can be manipulated
Adjust existing Stock in a Location
Adjust Stock in a Location where the Stock is already stored (New Stock, Current Location(s))
Go to the Stock Actions Tab
Select an Item OR Location in their respective panes
Select Item(s) displayed in the Stock Detail pane
Qty displayed is the current stock level for the respective Item
In the 'Applied' Qty field enter the quantity of Items you want to adjust
Click 'Adjust' on the 'Selected Stock' pane.
In the modal box (pop up) add a name or a memo to record the reason
The Stock level of SKU123 will be increased by 20.
A Stock Adjustment will be created in the Stock Asset account
The Stock Adjustment entry will appear in the Stock Asset Account (In the main app)
The Stock Adjustment is editable i.e. the resulting asset value can be manipulated
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