Move Quantities

Use the Move Quantities function to move items from one place to another within the warehouse. If you need to move items from one warehouse to another, use the Location Transfers function.

The Traverse Inventory application tracks item movement to and from the warehouse, but generally has little to do with tracking item movement from location to location within the warehouse. However, this type of location information is vital when you are filling and receiving orders quickly.

Warehouse Management helps you locate and track item movement within the warehouse. You can move a single item from one spot to another, or you can move all items in entire bins or containers. When you move a bin or container, Warehouse Management automatically updates the bin and container information for all items it contains.

Note: Use the Lot Number Behavior business rule to determine whether the user can change the lot number during the transfer.

Note: You can move a container from one place to another within the warehouse only if you selected the Containers Allow Moving check box for containers in the Business Rules function.

The movement information you enter in this function is stored in a temporary table. After entering the information and checking for errors, click the Write button on the Move Quantities screen to write the new information to item records.

  1. Select how to move the items from the Move By field, by either Item ID or Container.
    Note: You can only move containers if you select to do so in the Business Rules function.
  2. If applicable, select the item or container you want to move from the Item ID/Container field.
  3. Select the warehouse location from which the move is taking place in the Location ID field.
  4. Select a Lot Number for the items, if applicable.
  5. If applicable, select the source bin from the Bin From field.
  6. As applicable, select the destination bin from the Bin To field
  7. If applicable, select the source container from the Container From field.
  8. As applicable, select the destination container from the Container Tofield.
  9. Enter the quantity to move in the Quantity field.
  10. Select the unit of measure for the item or container from the Unit field.
  11. Click a command button to
    12. Select To
    Serial Number Assign, if applicable, to move an item with a specific serial number.
    Move/Write Update item records with the item movement information. When you used the Move button, the system will ask you to choose a destination bin. The status of the item changes to Moving To. Select a destination bin, then click OK.

    When you initiate the move, the Write button appears on the toolbar. To complete the move, use the Write button.
    Report Generate a report of the movement information to check for errors before writing information to item records.
     

The Items task pane shows a snapshot of current on-hand quantities and bins in the selected location, as well as the last 10 transactions for that item.

Note: Quantity available = quantity on hand - quantity committed - quantity on hold (The Quantity On Hold field may be available through the Column Chooser.)

You can pin and unpin the task pane to the side of the Traverse window by clicking the pushpin icon. When the pushpin icon points down, , you can always access the task pane. When the pushpin icon points to the left, , you must hover your cursor over the Tasks tab on the right-hand side of the Traverse window to use the task pane.

Note: You can select True from the ShowTaskPanel field in the View > Preferences... screen to default task panes across the entire system to automatically expand when opening applicable functions. Selecting False in the ShowTaskPanel field defaults task panes to stay closed when opening applicable functions. Even when set to False, you can always use the pushpin icon to pin and unpin the task pane to the right-hand side of the Traverse window.