How do I bring warehouse goods into and out of stock?

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Summary

Goods are brought into and released from the warehouse using the Adjustments program. This information is used when calculating storage charges.

More Information

Go to " Warehousing Goods Received/Released Movements".

  • Press <A> then press <Enter>.

Bringing Goods In

  • Enter the part number or type part of its description and press <Enter> to search for it.
    • If this is a new item press <Shift+F10> to add the code to your system.
    • Follow this article to create the item.
    • Make sure you assign the correct storage values to the item by following this article.
    • Save the item to return to the Adjustment screen.
  • Enter the quantity to bring into the warehouse.
  • Leave the value fields at zero.
  • Move down to the "Notes" field and enter a brief comment such as the customer name.
  • Press <Esc> and choose [Accept] to save the adjustment.
  • You will now be prompted to enter the batch number.
  • Press <Shift+F10> to add a new batch.
  • Press <F2> to assign a new batch number.
  • Enter a "description" for the batch such as the customer, storage type or other useful information.
  • Enter a "Location" if applicable.
    • You may search for a location using <Ctrl+F1> or add a new location using <Shift+F10>.
  • Press <Esc> and [Accept] the batch details.
  • Amend the "Quantity" and "Storage Units" for this batch.
  • If the entire quantity is not assigned to this batch repeat the process to assign all the stock to the required batches.
  • Repeat to book in any further items else press <Esc> to exit the Adjustments program.
Your system may now print a report to show the adjustments made. This option can be turned on or off via " " Reports & Settings Maintenance Options System Administrator Platinum Settings"" - "Print movement report".

Releasing Goods

Follow the steps above as for receiving goods into the warehouse but when entering the "Quantity", enter the minus sign.

  • Press <Esc> and [Accept] the movement.
If only one batch exists the system will take the goods from this batch automatically else you will be prompted to choose a batch.
  • If prompted for batch details, select the batch from which the goods are being taken.
    • Press <Ctrl+F1> to view batches for the current item.
  • Arrow key down to the batch from which to take the goods and press <F2>.
  • Press <Enter> to return to Adjustments.

See also


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Keywords AND Misspellings
warehouse charges, book in, book out, goods in, release, send out, batch, storage