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

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

• Getting started - Warehousing
• Creating a stock item
• Adding a stock/bin location to a stock code
• How do I generate warehouse invoices?

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Keywords AND Misspellings

warehouse charges, book in, book out, goods in, release, send out, batch, storage