Table of Contents

Overview

Move orders take stock from one warehouse to another warehouse that you own.

The stock is picked and placed into a staging location. From here you can palletise and await the arrival of the vehicle

When the vehicle arrives - print the waybill and confirm the stock has left.

When the stock leaves the first warehouse it is placed into a temporary transit location until it arrives at the new warehouse

Hence the value of the stock is still in stock, it is visible and you can see the value of the shipment at any time

When the stock arrives in the new warehouse it is taken off the vehicle and placed into a staging location

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.

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 Manually

Select the From and To Warehouses

Select the Expiry Date limitations

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

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.

The stock will initially Land at the Warehouse nominated by the Purchase Order

Move orders will be created when last item has been counted (see Purchase Order from PO to Goods Receipt#ReceivingthePurchaseorder) and will be in Planned Status.

The user will be prompted if they want to add these to an existing move order if any exist - or create a new one.

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

Each Supplier Delivery to any warehouse is a single purchase order - a Purchase order cannot be delivered to multiple Warehouses by the supplier

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

Before you start - be aware of the action menu

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

Can use Default pick logic (Oldest first)

Can Pick each line individually

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 still plan, picking or picked.

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)

Any line that is picking or picked can be unpicked - stock will return to the location it was picked from.

Right click to cancel any line if required (for example to mark move order to transit). Cannot unpick once in transit status.

Once in Transit status - can print delivery docket (under construction).

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.

Entering CON Note Number

Can enter CON note number any status from Plan to in Transit - but must be entered before it can be received.

The in-transit stock location is only visible while the stock is in transit

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