Back to Inventory Management Main Page 

Navigating

to Warehouse Transactions

Explaining Warehouses Fields

Creating & Saving, Validations & Restrictions

Creating an Accounts Receivable 

ATTACHMENTS

LOG INFORMATION

The following information is automatically set by the system on saving the Warehouses

System Processing

N/A

Using Warehouse Transactions

Warehouse Transactions are used to move stock from or to Warehouses. The following Warehouse Transaction Types are available:

• Stock In: Used to add stock to a specific Warehouse
• Stock Out: Used to remove stock from a specific Warehouse
• Stock Movement: Used to move stock between Warehouses

• Navigate to Warehouse Transactions and explore existing entries via the Summary page. 
• Click on the link (Name or Number) of the entry of your interest to enter the Data Entry page and see more detail. 
• Use the Actions Menu to create a NEW Warehouse Transaction, modify (EDIT) or DELETE an existing one. 
• Use BACK to return to the Summary page and CANCEL to revert any unwanted changes made to Warehouse Transactions. 
• Click on ACTIONS to discover other possibilities available for Warehouse Transactions.

View the Attributes Table below for a comprehensive description of the Warehouse Transactions fields.  Check the Validations & Restrictions Table for a list of available Actions when working with Warehouse Transactions including each Action's related validations, restrictions and a description of its system process.

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validations validations

Validations & Restrictions

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Attributes

An * indicates a field is mandatory.

Stock In Transactions

Stock Out Transactions

Stock Movement Transactions

Actions for Warehouse Transactions

Post Transaction

If the Life Cycle State of a Warehouse Transaction is set to 'Draft' then the items included in the Transactions are not taken into consideration when calculating the Stock Balance. 
Draft Transactions are created when 'Save As Draft' is used to save Warehouse Transactions. Follow the steps below to Post Draft Transactions:

1. Navigate to Warehouse Transactions.
2. Search for the Transaction you wish to Post and click on its Number to go to the Data Entry page.
3. From the Actions Menu click on ACTIONS > POST.

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Adding Items to Stock In/Out/Move Warehouse Transactions

When creating Warehouse Transactions, Products are either added, removed or moved from a Warehouse, according to the Type of Warehouse Transaction. There are three different ways to add the items to the Transaction. Follow the steps below the Action depending on the required result.

Adding Single Installed Item (Traceable)

1. Go to the Add Single Installed Item search box.

2. Either run a quick search or open the search modal and search for the item to be moved.

Adding Physical Goods (Non-Traceable) 

1. Go to Add Physical Goods section.

   1. Product Type: Select the Product Type from the drop-down list.
   2. Product: Select the Product from the drop-down list.
   3. Quantity: provide the number of Non-Traceable items to be removed from the Warehouse.

Adding Multiple Installed Items (Traceable)

1. Click on Multiple Installed Items.

2. Search for existing Installed Items using Serial Numbers.

   1. Select the Installed Items you wish to include by checking the checkbox next to the Installed Item.
   2. Click on Select.
      All the selected items are added.

Adding Bundle Physical Goods to Warehouse Transactions

Bundle Physical Goods are Goods made up from multiple components. When adding a Bundle Physical Good to a Warehouse Transaction additional information related to the Components is required.
Bundle Components can either be Traceable or Non-Traceable Physical Goods.

Once the Physical Goods are added in the Items list (as explained above) follow the steps below:

1. Click on COMPONENTS to view and/or set information regarding the Bundle's components where applicable. The following information is available:
   
   1. Product: the Component Product
   2. Serial Number: the Serial Number of the Traceable Component
   3. Alternative Code: Alternative Code of the Traceable Component
      If no Alternative Code is set, then the Serial Number is used. 
   4. Quantity
      If the Component is Non-Traceable, the Quantity is set as defined in the Bundle Settings of the Product. If it is Traceable, the quantity is always set to one.
   5. Unit Cost Amount
   6. Total Cost Amount.