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Table of Contents

Move Stock

This screen is used to view allĀ stockĀ inĀ a locationĀ and to moveĀ it to anotherĀ locationĀ either using theĀ rotation numberĀ or locationMoving stock around the warehouse is fairly common. The Move stock form allows you to carry this out using either the Rotation number or entering a location.

Rotation Move

see where the rotation is within the warehouse and move any or all to alternative locations.

Location Move

See all the rotations at a given location and have the ability to move any of those rotations to another location

Tip

FLEX also has this capability available.

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Minimum Entry - A valid Rotation Number

Loss in Store

TheĀ Losses In StoreĀ screen is used to enter anyĀ items lost in the warehouse through damage, waste or destruction.

The type of adjustment needs to be selected from the drop down of the Loss Type field - the available options are:

  • Loss In Store - items needing to be removed through damage

  • Authorised Destructions - this is for excise and customs warehouses where goods leave site (after approval) to be destroyed, this is usual for items which are date expired or quality issues

  • Loss in Production - if you are manufacturing, this option allows you to record waste against production of the goods.

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You initially need to decide how you are going to make the adjustment. Losses in store are generally carried out ā€œBy Rotationā€ where as the other loss types usually use the ā€œBy Locationā€This is also another name for breakages or damages within the warehouse. However this form is a multi use form allowing different types of loss in store to be recorded.

Loss Types

Loss in Store

breakages, damages or losses in the warehouse.

Authorised Destructions

Generall for Customs/ Excise warehouses - to record items sent for external destruction e.g. out of date items. Can be used for any items if you need to send the items outside of the warehouse.

Loss in Production

Manufacturing / Production - although this is usually recorded through the manufacturing process automatically there are times when you may need to write some stock off manually.

Generally for controlled products such as alcohol.

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You can write off stock losses or adjustments either by using the

  • Rotation

  • Location - allows you to write off some or the entire location, especially good for authorised destructions where you may have been building up a large quantity over a period of time.

Tip

If you have authorised destructions to make, it is recommended to move those all to the same location, once authorisation is received those goods can be added to a ā€œby locationā€ loss very quickly.

You will need to enter details in the search criteria for the form to show either the rotation information or the location information.

Start completing the search criteria fields, tabbing to the next field, once enough information has been entered the item will be displayed.

Stock Quantities

This section shows the Location Name, Pallets, Case and Singles for each location where Stock for the currently entered RotationsĀ 

  • These fields are displayed only and cannot be changed here.

This facility is also available on FLEX to those with the stock management option enabled.

Info

Minimum entry is either the rotation / site or the location/site

Stock Quantities Section

Enter the Pallets, Cases, and Singles against the location that you want to record the Losses.

  • If entering the value in Pallets and/or Cases make sure the Singles/Case and Cases/Pallet values displayed in the Search Criteria are what you are expecting.

  • If in any doubt, enter the Total Number of Singles that you want to record.

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Reason Section is mandatory, you must enter why this is being written off.

Destruction Note

This is not strictly a movement, but it is a by product of entering a Stock Loss in which is marked as an Authorised Destruction, this is where goods are being taken away to an external facility for disosal where a list of the items is required for the movement.

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