How to batch move inventory?
Batch moving inventory is a streamlined process that allows users to efficiently transfer multiple items to various locations or relocate a single item from multiple locations within an organization. This process ensures a smooth and accurate inventory transfer while minimizing errors.
This process entails specifying the destination store, location, and desired quantity, thereby simplifying the inventory transfer procedure and ensuring the seamless and accurate relocation of goods.
Filtering the inventory
Before proceeding with the inventory movement, it is advisable to filter the inventory data to simplify the process and minimize errors. Filtering the inventory data ensures that only relevant items are displayed, making the process more efficient.
Batch Inventory Movement Source Filters
Store
Select the store from where you want to move the inventory.
Location
Select the location from where you want to move the inventory.
Item#
Choose the item for which you wish to relocate the inventory.
Once the data is filtered, proceed to designate the destination store and location for the inventory transfer.
Moving the inventory
To move the inventory, select the item row(s) whose inventory you want to move. For each row, you have to define the active columns to batch move the inventory:
To LPN: Enter the LPN to which you want to move the inventory. Please note that this is an optional field and will only be available if LPNs have been enabled for your instance.
To Store: Select the destination store to which you want to move the inventory.
To Location: Choose the destination location in the store where you want to move the inventory.
Move Qty: Enter the quantity of items you want to move.
After entering the details, click "Move Inventory" to proceed with the transfer.
The system will prompt you to enter a memo. This optional allowing you to add notes about the transfer, such as the reason for the batch inventory movement. If needed, enter the memo and click "Move Inventory" again to finalize the process.
Batch Inventory Movement Fields
Store Name
This field displays the store at which the item is currently available.
Type
This field captures the location type.
Item Number
The item number is captured in this field.
Description
This field captures the item description.
Location
This is the store location where item is currently available.
On Hand
This field displays the on hand inventory of the item.
Not Available
This field displays the not available quantity of the item.
Available
This field shows the available quantity of the item.
Allocated
This field shows the allocated item quantity.
Net Available
This field displays the net available quantity of the item.
To LPN
Enter the LPN number where you want to move the inventory.
To Store
Select the store to which you want to move the inventory.
To Location
Select the store location to which you want to move the inventory.
Move Qty
Enter the item quantity that you wish to move.
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