Difference between revisions of "How do I bring warehouse goods into and out of stock?"
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== Summary == | == Summary == | ||
| − | Goods are brought into and released from the warehouse using the Adjustments program. This information is used when calculating storage charges. | + | Goods are brought into and released from the warehouse using the Adjustments program. This information is used when calculating storage charges. |
== More Information == | == More Information == | ||
Go to {{Menu|{{WH}}|Goods Received/Released|Movements}}. | Go to {{Menu|{{WH}}|Goods Received/Released|Movements}}. | ||
| − | * Press {{KeyPress|A}} then press {{KeyPress| | + | * Press {{KeyPress|A}} then press {{KeyPress|ENTER}}. |
=== Bringing Goods In === | === Bringing Goods In === | ||
| − | * Enter the part number or type part of its description and press {{KeyPress| | + | * Enter the part number or type part of its description and press {{KeyPress|ENTER}} to search for it. |
| − | ** If this is a new item press {{KeyPress|S-F10}} to add the code to your system. | + | ** If this is a new item press {{KeyPress|S-F10}} to add the code to your system. |
| − | ** Follow [[Creating a stock item|this]] article to create the item. | + | ** Follow [[Creating a stock item|this]] article to create the item. |
** Make sure you assign the correct storage values to the item by following [[How do I set up warehouse charging?|this]] article. | ** Make sure you assign the correct storage values to the item by following [[How do I set up warehouse charging?|this]] article. | ||
| − | ** Save the item to return to the | + | ** Save the item to return to the Adjustment screen. |
* Enter the quantity to bring into the warehouse. | * Enter the quantity to bring into the warehouse. | ||
* Leave the value fields at zero. | * Leave the value fields at zero. | ||
* Move down to the {{DataPrompt|Notes}} field and enter a brief comment such as the customer name. | * Move down to the {{DataPrompt|Notes}} field and enter a brief comment such as the customer name. | ||
| − | * Press {{KeyPress| | + | * Press {{KeyPress|ESC}} and choose {{Button|Accept}} to save the adjustment. |
* You will now be prompted to enter the batch number. | * You will now be prompted to enter the batch number. | ||
* Press {{KeyPress|S-F10}} to add a new batch. | * Press {{KeyPress|S-F10}} to add a new batch. | ||
* Press {{KeyPress|F2}} to assign a new batch number. | * Press {{KeyPress|F2}} to assign a new batch number. | ||
* Enter a {{DataPrompt|description}} for the batch such as the customer, storage type or other useful information. | * Enter a {{DataPrompt|description}} for the batch such as the customer, storage type or other useful information. | ||
| − | * Enter a {{DataPrompt|Location}} if applicable. | + | * Enter a {{DataPrompt|Location}} if applicable. |
** You may search for a location using {{KeyPress|C-F1}} or [[Adding a stock/bin location to a stock code|add]] a new location using {{KeyPress|S-F10}}. | ** You may search for a location using {{KeyPress|C-F1}} or [[Adding a stock/bin location to a stock code|add]] a new location using {{KeyPress|S-F10}}. | ||
| − | * Press {{KeyPress| | + | * Press {{KeyPress|ESC}} and {{Button|Accept}} the batch details. |
| − | * Amend the {{DataPrompt|Quantity}} and {{DataPrompt|Storage Units}} for this batch. | + | * Amend the {{DataPrompt|Quantity}} and {{DataPrompt|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. | + | * 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 {{KeyPress| | + | * Repeat to book in any further items else press {{KeyPress|ESC}} to exit the Adjustments program. |
{{Information|text=Your system may now print a report to show the adjustments made. This option can be turned on or off via {{Menu|{{PlatinumSettings}}}} - {{DataPrompt|Print movement report}}.}} | {{Information|text=Your system may now print a report to show the adjustments made. This option can be turned on or off via {{Menu|{{PlatinumSettings}}}} - {{DataPrompt|Print movement report}}.}} | ||
=== Releasing Goods === | === Releasing Goods === | ||
| − | Follow the steps above as for receiving goods into the warehouse but when entering the {{DataPrompt|Quantity}} enter the minus sign. | + | Follow the steps above as for receiving goods into the warehouse but when entering the {{DataPrompt|Quantity}}, enter the minus sign. |
| − | * Press {{KeyPress| | + | * Press {{KeyPress|ESC}} and {{Button|Accept}} the movement. |
{{Information|text=If only one batch exists the system will take the goods from this batch automatically else you will be prompted to choose a batch.}} | {{Information|text=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 | + | * If prompted for batch details, select the batch from which the goods are being taken. |
** Press {{KeyPress|C-F1}} to view batches for the current item. | ** Press {{KeyPress|C-F1}} to view batches for the current item. | ||
| − | * Arrow key down to the batch to take goods | + | * Arrow key down to the batch from which to take the goods and press {{KeyPress|F2}}. |
| − | * Press {{KeyPress| | + | * Press {{KeyPress|ENTER}} to return to Adjustments. |
== See also == | == See also == | ||
| + | * [[Getting started - Warehousing]] | ||
* [[Creating a stock item]] | * [[Creating a stock item]] | ||
* [[Adding a stock/bin location to a stock code]] | * [[Adding a stock/bin location to a stock code]] | ||
| − | * [[ | + | * [[How do I generate warehouse invoices?]] |
{{KB_Tags|warehouse charges, book in, book out, goods in, release, send out, batch, storage}} | {{KB_Tags|warehouse charges, book in, book out, goods in, release, send out, batch, storage}} | ||
{{How}}{{KB_WH}} | {{How}}{{KB_WH}} | ||
Latest revision as of 22:51, 18 December 2019
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.
- 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
- Getting started - Warehousing
- Creating a stock item
- Adding a stock/bin location to a stock code
- How do I generate warehouse invoices?
