What does this section cover?

Navigating to Warehouse Transactions

Explaining Warehouse Transactions Fields

Stock In Transactions

Stock Out Transactions

Stock Movement Transactions

Creating & Saving, Validations & Restrictions

Creating a Stock-In Warehouse Transaction

1. Search using the criteria available in the summary page
2. From the top menu click on NEW > STOCK IN TRANSACTION to open the Warehouse Transactions data entry page

3. MAIN INFORMATION

   1. Provide the required information

      1. Stock In Warehouse
      2. Batch Number
      3. Supplier
      4. Description
   2. You can also view information regarding:
      1. Type
      2. Life Cycle State
      3. Posted Date
         

4. ITEMS TO STOCK IN

   1. Provide the required information

      1. Search For Existing Installed Item: You can search from existing installed items that are not allocated to a warehouse
         OR select a product and product type
      2. Product Type
      3. Product
      4. Serial Number: provide the serial number of the new installed item to be created
   2. Provide the required information regarding the installed items to be added
      1. Alternative Code
      2. Quantity (for non-traceable items)
      3. Unit Cost Amount
   3. View relative information regarding each of the installed items to be added
      1. Product
      2. Serial Number
      3. Quantity
      4. Total Cost Amount
         

5. TRANSACTION TOTALS

   1. Each time that an installed item is added on the ITEMS TO STOCK IN section, an aggregated quantity per physical good is calculated dynamically and displayed on the warehouse transaction preview section. More specifically the following information is displayed:
      1. Product
      2. Quantity 
      3. Unit Cost
      4. Total Cost
         

6. LOG INFORMATION

   The following information is automatically set by the system on saving the Warehouse Transactions

   1. Log information section keeps all the logging information related to the specific record

      • Basic set of information available in all entities
        • Created By User: The user that created the entity
        • Created By Unit: The unit of the user that created the entity
        • Updated By User: The user that last updated the entity
        • Updated by Unit: The unit of the user that last updated the entity
        • Date Created: The date the account was entity
        • Date Updated: The date the account was last entity
          
      
      
      

7. From the Action Menu click on SAVE or SAVE AS DRAFT

   Posting or Draft Warehouse Transactions

   Warehouse transactions are by default submitted as posted, when SAVE is selected.

   However SAVE AS DRAFT can be selected. In this case the warehouse balance is not updated, until the transaction is Posted. In order to Post the Transaction then the ACTIONS > POST needs to be selected from the Warehouse Transactions Detail Page. Once Posted the Life Cycle State of the Transaction will be updated from Draft to Posted.

Creating a Stock-Out Warehouse Transaction

1. Search using the criteria available in the summary page
2. From the top menu click on the NEW > STOCK OUT TRANSACTION to open the Warehouse Transactions data entry page

3. MAIN INFORMATION

   1. Provide the required information

      1. Remove Stock From Warehouse
      2. Batch Number
      3. Supplier
      4. Description
   2. You can also view information regarding:
      1. Type
      2. Life Cycle State
      3. Posted Date
         
         

4. ITEMS TO STOCK OUT

   Adding Single Installed Item

   This process should be followed if you would like to move an Installed Item (Traceable Physical Good) 

   1. Go to 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)

   This process should be followed if you would like to move a Non Traceable Physical Good

   1. Product Type: Select product type from the drop-down list

   2. Product: Select product from the drop-down list

   3. Quantity: provide the quantity of the non-traceable items to be removed from warehouse

    

   AVAILABLE FROM CRM.COM R9.0.0 - Go through the following steps if you have CRM.COM R9.0.0 and onwards

   Adding Single Installed Item 

   This process should be followed if you would like to move an Installed Item (Traceable Physical Good) 

   1. Go to 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) 

   This process should be followed if you would like to move a Non Traceable Physical Good

   1. Go to Add Physical Goods section

      1. Product Type: Select product type from the drop-down list
      2. Product: Select product from the drop-down list
      3. Quantity: provide the quantity of the non-traceable items to be removed from warehouse

   Adding Multiple Installed Items  - AVAILABLE FROM CRM.COM R9.0.0

   This process should be followed if you would like to move multiple Installed Item (Traceable Physical Goods)

   1. Click on Multiple Installed Items

   2. In the search modal search using specific serial numbers

      1. Place a check in the check box to the right of the installed item
      2. Click on Select
         All the selected installed Items will be added
    

5. TRANSACTION TOTALS

   1. Each time that an installed item is added on the ITEMS TO STOCK OUT section, an aggregated quantity per physical good is calculated dynamically and displayed on the warehouse transaction preview section. More specifically the following information is displayed:
      1. Product
      2. Quantity
         
         

6. LOG INFORMATION

   The following information is automatically set by the system on saving the Warehouse Transactions

   1. Log information section keeps all the logging information related to the specific record

      • Basic set of information available in all entities
        • Created By User: The user that created the entity
        • Created By Unit: The unit of the user that created the entity
        • Updated By User: The user that last updated the entity
        • Updated by Unit: The unit of the user that last updated the entity
        • Date Created: The date the account was entity
        • Date Updated: The date the account was last entity
          
      
      
      

7. From the Action Menu click on SAVE or SAVE AS DRAFT

   Posting or Draft Warehouse Transactions

   Warehouse transactions are by default submitted as posted, when SAVE is selected.

   However SAVE AS DRAFT can be selected. In this case the warehouse balance is not updated, until the transaction is Posted. In order to Post the Transaction then the Action > Post needs to be selected from the Warehouse Transactions Detail Page. Once Posted the Life Cycle State of the Transaction will be updated from Draft to Posted.

Creating a Stock-Movement Warehouse Transaction

1. Search using the criteria available in the summary page
2. From the top menu click on the NEW > STOCK MOVEMENT TRANSACTION to open the Warehouse Transactions data entry page

3. MAIN INFORMATION

   1. Provide the required information

      1. From Warehouse
      2. To Warehouse
      3. Batch Number
      4. Supplier
      5. Description
   2. You can also view information regarding:
      1. Type
      2. Life Cycle State
      3. Posted Date
         
         

4. ITEMS TO STOCK OUT

   Adding Single Installed Item

   This process should be followed if you would like to move an Installed Item (Traceable Physical Good) 

   1. Go to 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)

   This process should be followed if you would like to move a Non Traceable Physical Good

   1. Product Type: Select product type from the drop-down list

   2. Product: Select product from the drop-down list

   3. Quantity: provide the quantity of the non-traceable items to be removed from warehouse

    

   AVAILABLE FROM CRM.COM R9.0.0 - Go through the following steps if you have CRM.COM R9.0.0 and onwards

   Adding Single Installed Item 

   This process should be followed if you would like to move an Installed Item (Traceable Physical Good) 

   1. Go to 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) 

   This process should be followed if you would like to move a Non Traceable Physical Good

   1. Go to Add Physical Goods section

      1. Product Type: Select product type from the drop-down list
      2. Product: Select product from the drop-down list
      3. Quantity: provide the quantity of the non-traceable items to be removed from warehouse

   Adding Multiple Installed Items  - AVAILABLE FROM CRM.COM R9.0.0

   This process should be followed if you would like to move multiple Installed Item (Traceable Physical Goods)

   1. Click on Multiple Installed Items

   2. In the search modal search using specific serial numbers

      1. Place a check in the check box to the right of the installed item
      2. Click on Select
         All the selected installed Items will be added
    
   
   

5. TRANSACTION TOTALS

   1. Each time that an installed item is added on the ITEMS TO STOCK OUT section, an aggregated quantity per physical good is calculated dynamically and displayed on the warehouse transaction preview section. More specifically the following information is displayed:
      1. Product
      2. Quantity
         
         

6. LOG INFORMATION

   The following information is automatically set by the system on saving the Warehouse Transactions

   1. Log information section keeps all the logging information related to the specific record

      • Basic set of information available in all entities
        • Created By User: The user that created the entity
        • Created By Unit: The unit of the user that created the entity
        • Updated By User: The user that last updated the entity
        • Updated by Unit: The unit of the user that last updated the entity
        • Date Created: The date the account was entity
        • Date Updated: The date the account was last entity
          
      
      
      

7. From the Action Menu click on SAVE or SAVE AS DRAFT

   Posting or Draft Warehouse Transactions

   Warehouse transactions are by default submitted as posted, when SAVE is selected.

   However SAVE AS DRAFT can be selected. In this case the warehouse balance is not updated, until the transaction is Posted. In order to Post the Transaction then the Action > Post needs to be selected from the Warehouse Transactions Detail Page. Once Posted the Life Cycle State of the Transaction will be updated from Draft to Posted.

System Processing

Stock-In Warehouse Transaction

Once the Stock-In Warehouse Transaction is Saved (submitted as posted) then physical goods will be moved into a specific warehouse, by performing the following steps:

1. Check that the specified physical goods instances are not already allocated in a warehouse, otherwise the process cannot be performed.
2. If the physical goods instances don't exist in the system and the mandatory information which is needed in order to create them is specified then
   1. The physical good instances are created

3. The warehouse balance is increased based on the items that were specified on the warehouse transaction and their quantity

4. The installed item history is updated

Stock-Out Warehouse Transaction

Once the Stock-Out Warehouse Transaction is Saved (submitted as posted) then physical goods will be moved out of a specific warehouse, by performing the following steps:

1. Check that the specified physical goods instances exists in the system, otherwise the process cannot be performed.
2. Check that the specified physical goods instances exist in the specified warehouse, otherwise the process cannot be performed.
3. The warehouse balance is decreased based on the items that were specified on the warehouse transaction and their quantity
4. The installed item history is updated

Stock-Movement Warehouse Transaction

Once the Stock-Movement Warehouse Transaction is Saved (submitted as posted) then physical goods will be moved from one warehouse to another, by performing the following steps:

• Checks that the specified physical goods instances exists in the system, otherwise the process cannot be performed.
• Checks that the specified physical goods instances exist in the specified "From Warehouse", otherwise the process cannot be performed.
• The "From Warehouse" balance is decreased based on the items that were specified on the warehouse transaction and their quantity
• The "To Warehouse" balance is increased based on the items that were specified on the warehouse transaction and their quantity
• The installed item history is updated