Stock Actions

The Stock Actions tab in the WMS console enables you:

  • View all Items and Locations in the warehouse,
  • Move, Adjust, Transfer stock, 
  • Manage Pallets.

Stock Actions: Screen Overview

Click on the cog icon to toggle column visibility in respective panes.

Items pane

Lists all the Items in the warehouse.

The following details are displayed in the pane:

  • Item: Item Code,
  • Description: Item Description,
  • Assembly Type: ,
  • Qty in Stock: Total quantity of stock in the warehouse.
Find Find a stock Item using the Item Code and Description.
List all List all the stock in the warehouse.
Select (row | Item) Displays stock details for selected Item in the Stock Detail pane.
Add Stock (row | Item) Select a Location in the Locations pane and click Add Stock to assign selected Item to the Location.

A popup window is displayed where you can specify the quantity to be added and Serial#|Lot information.

Locations pane

Lists all the Locations in the warehouse.

The following details are displayed in the pane:

  • Location: A Location defined in the warehouse.
  • Items Stocked: Defines the stock Items designated to this Location. You can store any stock or any specific stock Item(s) in this Location.
  • Can Receive: When checked, this Location can receive stock from outside of the warehouse i.e deliveries to Goods In.
  • Quarantine: Stock stored in this Location cannot be allocated or picked.
  • Build Location: When checked, this Location becomes available for builds.
  • For Transit: Defines a Location as a Container or Truck from where a Pick cannot happen.
Find Find Locations in the warehouse depending on:

  • Location Name,
  • Stock Level: Any, Empty, Non-Empty,
  • Stock in transit: List all the Locations marked as For Transit.
List all List all the Locations in the warehouse.

Stock Detail pane

(Current stock for Item | Current Stock at Location)
When an Item is selclected in the Items pane, this pane displays the stock details for the selected Item in the warehouse.

When a Location is selected in the Locations pane, this pane will display all the stock details at the selected Location.

When an Item and Location, both are selected, this pane displays the stock details of the selected Item at the selected Location. The following fields are displayed:

  • Location,
  • Item: Item Code,
  • Description: Item Description,
  • Serial#/Lot,
  • Pallet#: If stock is loaded on a Pallet, the respective Pallet# is displayed,
  • Qty: Total stock quantity at the given Location.
Select (row | Stock Item) Select the stock and displays details in the Selected Stock pane.
Select All Selects all the stock in this pane and displays details in the Selected Stock pane.

Selected Stock pane

This pane allows you to perform the following operations on the selecetd stock:

  • Move Stock,
  • Transfer Stock,
  • Adjust Stock,
  • Load Pallets.
The following fields are displayed in this pane:

  • Item: Item Code,
  • Description: Item Description,
  • Location: Location of the selected stock,
  • Assembly Type,
  • Serial#/Lot,
  • Pallet#: If stock is loaded on a Pallet, the respective Pallet# is displayed,
  • Qty: Stock level at the current Location,
  • Applied Qty: This is an editable field and is used to specify the quantity of stock to be moved | transferred | adjusted during the respective stock operations.
Move Refer to workflow section Move Stock
Adjust Refer to workflow section Adjust Stock
Transfer Refer to workflow section Transfer Stock
Load Pallet Refer to workflow section Load Pallet
ClearClears the pane.
RefreshRefresh the selected stock list in the pane.
Remove (row level)Removes the selected stock from the pane.

Pallets pane

This pane is used to display all the Pallets in the Warehouse.

The following details are displayed:

  • Location: Loaction of the Pallet,
  • Pallet#: Identifier,
  • Quantity: Quantity of stock on the Pallet.
Add Pallet Adds a new Pallet in the warehouse.
List all Lists all the Pallets in the warehouse.
Select (row | Pallet) Selects the Pallet and lists it in the Selected Stock pane.

You can load the Pallet using the Load Pallet feature in Selected Stock pane.

Stock Actions: Workflows

Move Stock

 

The following workflow guides you through the process of moving stock across Locations in the WMS console.

Stock Actions tab > Items pane
Find Item
Select Item
Stock Actions tab > Stock Detail pane
(i.e. Current Stock for Item pane)
Select Items (multiple SKUs, if required)
Stock Actions tab > Selected Stock pane
Enter quantity to move in Applied Quantity column
Stock Actions tab > Location pane
Find Location
Select Location
Stock Actions tab > Selected Stock pane
Click Move

Adjust Stock

 

The following workflow guides you through the process of adjusting stock through the WMS console. To learn more, refer to Stock Adjustments

Stock Actions tab > Items pane
Find Item
Select Item
Stock Actions tab > Stock Detail pane
(i.e. Current Stock for Item pane)
Select Items (multiple SKUs, if required)
Stock Actions tab > Selected Stock pane
Enter quantity to adjust in Applied Quantity column
Stock Actions tab > Location pane
Find Location
Select Location
Stock Actions tab > Selected Stock pane
Click Adjust
Enter Memo to Accounting and click OK

Transfer Stock

 

The following workflow guides you through the process of transferring stock through the WMS console.

Stock Actions tab > Items pane
Find Item
Select Item
Stock Actions tab > Stock Detail pane
(i.e. Current Stock for Item pane)
Select Items (multiple SKUs, if required)
Stock Actions tab > Selected Stock pane
Enter quantity to transfer in Applied Quantity column
Stock Actions tab > Location pane
Find Location
Select Location
Stock Actions tab > Selected Stock pane
Click Transfer
Enter Memo to Accounting and click OK

Load Pallet

 

The following workflow guides you through the process of loading a Pallet through the WMS console.

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