Table of Contents

Overview

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

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 - this will limit the stock available to be picked

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

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

if the SKU has no stock and no PO's then it will not list on the available stock dashboard.

ETA date

The move order ETA will populate based on default number of days configured on the warehouse definition - it can be overridden

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.

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 (see Purchase Order from PO to Goods Receipt#ReceivingthePurchaseorder) and will be in Plan Status.

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.

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 - in/Out Dashboard

Move Orders that are to be dispatched will list on the 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

Before you start - be aware of the action menu

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. (Right click on picked line)
Right click to cancel any line if required (for example to mark move order to transit)
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.

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.

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

CON note number must be entered before stock can be received

Counting the receipt to floor area

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.

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

determine that 20 cartons picked as PRODUCTA were really PRODUCTB then they should do the appropriate stock adjustments in the source warehouse
determine that they were counted incorrectly at the destination then a stock adjustment should be done there.

The journal GL Accounts used is based on the Discrepancy Reason chosen by the receiving user.

If Pick error is chosen then the stock adjustment will use the Move Order Discrepancy GL Control account.
If Damaged or Spoiled is chosen then the Stock Adjustment will use the Stock Write Off GL Control account

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 emailed to Branch Managers

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 - Past items/qty from clipboard

Secure feature - Can Manage Move Orders (with level > 9)

Move Order- Authorise with this feature will authorise the total quantity on hand rather than the available quantity)

Pick Move Order -

Shipments In/Out Dashboard - right click to

Warehouse to Warehouse Stock Move Orders