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Stocking Locations & Transfers

posted Jan 3, 2016, 9:08 AM by Admin Manager   [ updated Jan 9, 2016, 5:14 PM ]
mInventory allows you to maintain multiple stocking locations and automatically keeps track of "Available" inventory that you have at each of these locations. This can be helpful if you are performing inventory counts or if you simply store inventory at multiple locations.  When you do a purchase, assembly build, manufacture or adjustment, you specify where the inventory is moving to or coming from. 

Note that mInventory creates an initial default inventory location called "Warehouse".  You don't need to create additional locations or use any of the transfer features unless you find it necessary. The "Warehouse" will be defaulted on all transactions that you do and you won't need to change this. However, if you prefer, you can update the name of the default location in the preferences screen.

Creating Locations

If you need to manage multiple stocking locations, they can be created in the preferences screen.
   
To add a new stocking location, click the new button below the list.  Update the name and then enter a description.

To delete a location, click the delete button. Note that you are not able to delete locations that are marked "Active".  Active locations have current or previous inventory counts and must remain.  

Select the inventory location that you wish to be defaulted on all new items. Set the check box to the eft of the location name. This can be overridden when you create an item, but will be the initial value on new records.

Transferring Inventory

If you find that you need to tell mInventory about movement of items between inventory locations, you need to do an Inventory Transfer.  This is pretty simple.
   
To do a transfer, click the "Add Transfer..." button on the action bar or action panel.  This will open the transfer screen as shown above.  Set the date and provide a description for the transfer.  Then use the "Add..." button to pick the inventory item that you will be transferring.  For each one, specify the Move Qty in the list and choose the from and to stocking locations.  Note that the mInventory tells you the quantity of the item that is currently in the From location.  Click save to commit the record.

Transfer Order Report - Depending on the size of your operation, you may want to print a transfer order report to provide to you warehouse department to use as a mechanism to facilitate the move.  If you operation is smaller, this may not be necessary.  To print the report, select the transfer that you want to produce the report for and pick the Transfer Order report from the icon on the Action Bar or via the report selection drop down on the Action Panel.

When the transfer has been completed, select the Acknowledge Complete button on the Action Panel after you select the corresponding transfer record.  This will bring up the acknowledgement window as shown below.  Set the date and click Save. Inventory levels are not updated until the transfer is marked complete.
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