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The stock is then moved from the staging location into the warehouse locations using defaults based on stock preferred storage locations
Move orders are created by the system when a purchase order has distributions - see below.
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Multi-Step Move Orders with Pick / In Transit / Receive / Variations processes
Created from XLS upload
Common when providing stock to a customers warehouse that they send xls to indicate stock requirements
upload a spreadsheet with the following columns
- SKU
- Qty
Created Manually
Select the From and To Warehouses
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Will be in Planning status when first saved = must be moved to Planned status in order to be picked
Check Available Stock using Available Stock Dashboard
The move order will NOT allow Authorisation unless there is available stock across the group
For Stock to be available it must not be reserved for other reasons. To check use the Status Menu to copy the items to the clipboard and then paste into the available stock dashboard
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if the SKU has no stock and no PO's then it will not list on the available stock dashboard. |
ETA date
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The move order ETA will populate based on default number of days configured on the warehouse definition - it can be overridden
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To Start the Picking Process - start at the in/out dashboard and open the picking screen
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Use the Action Menu
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Planning a Pick
Plan where to pick all the required items - either one by one or using default logic
Can use Default pick logic (Oldest first)
Can Pick Plan each line individually
- Select the line
- Select where to pick that line from
- Print the pick list once all lines are planned
Only the plan quantity below in the bottom grid will be populated.
Confirm each line actual pick quantity - either on mass using the action menu - or one by one using a right click
- As each stock line is picked the stock is moved to the inTransit location
- Move order status is updated by the status of the stock items (will not be picked until all are status picked).
- Can add items if status is plan, picking or picked.
- Any line that is picking or picked can be unpicked - stock will return to the location it was picked from.
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- (Right click on picked line)
- Right click to cancel any line if required (for example to mark move order to transit)
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- Move order cannot move to transit status until all lines are completed
Set to in-Transit Status
If all items are either Cancelled or Picked - can use Action menu to set to Transit Status (all lines will also change to transit and shipped qty will be updated)
- Cannot unpick once in transit status.
- Once in Transit status - can print delivery docket.
- Once in Transit - can roll back to pick status.
If want to roll back completely - move back to pick status - manually unpick each line until all are unpicked - will have option to cancel.
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you may have to change the warehouse filter to see all relevant journals Any discrepancy will be stock adjusted in the transit location before it is received in the destination warehouse. This adjustment will therefore not show if you are filtering the stock audit display by a warehouse. The Move Order discrepancy report explains clearly what has happened and what needs to be done.The discrepancy report can be printed or emailed at any time from the Move Order Status menu. Automated emails are sent to branch managers involved for any discrepancies found. If the warehouse managers after discussion
The journal GL Accounts used is based on the Discrepancy Reason chosen by the receiving user.
No stock is left in a transit location or in any questionable state - stock adjustment journals are complete before the move order can be closed. Move Orders with discrepancies can be listed from the Purchase Order from PO to Goods Receipt#PurchaseOrderReports Move Orders tab. Select Show exceptions only and Show closed orders, click Refresh and look in the Discrep column. |
Damaged stock write offs / count discrepancies
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The default time comes from the transit time from warehouse to warehouse
Creating move order from one location to another warehouse
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From Stock Location - Action - Copy articles/qty to clipboard (for paste into move orders , etc)
Create Move Order
From Move Order - Edit - Paste items/qty from clipboard
Secure feature - Can Manage Move Orders (with level > 9)
Move Order- Authorise (no available stock check) -will authorise the total quantity on hand rather than the available quantity
Pick Move Order -
Default pick line items
When all lines are picked - Action - Mark all stock in Picking Status as picked
Action - Set Move Order to Transit Status
Shipments In/Out Dashboard - Warehouse INTER
RIght click on Move In and Receive move order
Select Receiving bay
Confirm Count for each item
Move Order Closed and all stock has been moved
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