Table of Contents
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Overview
see also Warehouses and Stock Locations
Move orders take stock from one warehouse to another warehouse that you own - or another companies warehouse where you continue to own the stock (it is on consignment).
The stock is picked and placed into a staging location. From here you can palletise and await the arrival of the vehicle
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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
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Move orders are created by the system when a purchase order has distributions - see below.
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Only users with the Secure Feature Secure Features#CanManageMoveOrders can authorise move orders Move orders must be Authorised before they can be picked. All status changes are audit tracked Cancelled move orders can only be reset to planning status. |
Finding move orders
Filter on Dispatch date or ETA date.
Single Step Move Orders - warehouses that are very close together
When the warehouses are managed by the same team and there is no transit time - there is no need for pick / pack / ship / receive and a one step move order will suffice
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Can open and act on an existing move order in this screen - example is a move order created by Purchase Order |
Filter the list of stock, choose the stock and bay, enter the quantity and bay being moved to in Warehouse 2 - the stock is moved when the status of the move order is updated.
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
Select the Expiry Date limitations Will be in planning status = must be moved to Planned status in order to - this will limit the stock available to be picked
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The system will find the stock with the shortest expiry date that does not breach the Expiry Date Limitations |
Enter the Stock Articles that are to be moved and the quantities
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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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Created by Purchase Order Receipt when the PO has a Warehouse Distribution
The Purchase Order > Warehouse Distribution Tab indicates where the stock is to be sent when it arrives.
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Each Supplier Delivery to any warehouse is a single purchase order - a Purchase order cannot be delivered to multiple Warehouses by the supplier |
The stock will initially Land at the Warehouse nominated by the Purchase Order
The user will be prompted if they want to add these to an existing move order if any exist - or create a new one.
Move orders will be created when last item has been counted and (see Purchase Order from PO to Goods Receipt#ReceivingthePurchaseorder) and will be in Planned Status. Plan Status.
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Stock will not add to a move order that is in status "Transit", "Counted" or "Cancelled" status |
Move order will open ready to pick immediately.
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If the move order is not being picked immediately - it can be accessed from the warehouse in/out dashboard as a Move Out
Attach documents
Where documents relate to the move order they can be attached using edit > add attachments.
Examples include replenishment requests from customers with consignment stock warehouses, shipping documents etc.
Move orders to be dispatched
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- in/Out Dashboard
Move Orders that are to be dispatched will list on the Warehouse in/out Dashboard
Nominate a time you expect the carrier to arrive to assist in planning the day as the list is sorted by ETA
Picking a move order
To Start the Picking Process - start at the in/out dashboard and open the picking screen
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Expiry date limitations
Are used to limit the stock available to send
Printing picking documents
Use the Action Menu
- Enter all picks
- Action "Mark as picked all lines in picking status" (either line by line or overall)
- Lines that have not been picked yet (short picks for example) will still be on the top of the screen - cannot enter CON Note number until these lines have been cancelled
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
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- plan, picking or picked.
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- Any line that is picking or picked can be unpicked - stock will return to the location it was picked from. (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
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- 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.
In-Transit Temporary Stock Locations
Stock once picked is placed in a temporary stock location until received - the stock location is the same as the move order number.
Enter CON Note Number
Can enter CON note number any status from Plan to in Transit - but must be entered before it can be received.
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The in-transit stock location is only visible while the stock is in transit |
Email move order
An email can be sent to the warehouses that have an email address defined (both sending and receiving)
Emails sent will be bcc copied to logged in user
- Email template with Usage Context MoveOrder, System Usage Created and Recipients Role Third Party will be used if present.
Move orders to be received
Entering the expected time to facilitate planning the day in the warehouse
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CON note number must be entered before stock can be received |
Counting the receipt to floor area
Damaged stock write offs
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Move order Discrepancies
It is common that move order discrepancies will be found by the receiving warehouse. Damaged stock, missing stock or different stock received.
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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
Discrepancy report
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emailed to Branch Managers
Putting the stock away
Confirm All Counted
Staging Location Stock Put Away
Same as used for Purchase Order Stock Receipts.
Setups
Default Transit time between warehouses
The default time comes from the transit time from warehouse to warehouse
Creating move order from one location to another warehouse
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
Related articles
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The in-transit stock location is only visible while the stock is in transit |