Move Stock

Moving inventory changes item locations without affecting on-hand quantities. Inventory Pro supports multiple workflows for different movement scenarios:

All movements are tracked in the audit trail and material logs with full transaction details for accountability and location accuracy.

Access: Inventory → Stock → Move Stock

Understanding the Move Grid

The move screen uses a temporary staging area where you can add items, make corrections, and review before finalizing. This two-step process (Save → Move/Transit) prevents accidental location changes.

Screen Components:

• Warehouse: Select the source warehouse (required)
• Transit Checkbox: Enable for inter-warehouse transfers
• To Warehouse: Destination warehouse for transit operations
• Item Selection: Choose items to move via search or barcode scan

Key Operations:

• Save: Stores items in temporary staging area without updating locations. Allows review, modifications, and building up movements over time. Items remain until finalized or reset
• Move: Finalizes intra-warehouse movements, immediately updates item locations, and creates permanent audit trail. Cannot be undone
• Transit: Initiates inter-warehouse transfers with transit slip generation and approval workflows
• Reset: Clears all temporary items and starts fresh
• Trashcan Icon: Marks a line to be removed when you save

Movement Methods

Locate/Move (Search and Transfer)

The Locate/Move interface combines advanced search capabilities with movement functionality and transit slip management.

Access: Inventory → Inventory → Locate/Move

Advanced Search Capabilities:

Search Criteria Options:

• Item ID: Direct part number or barcode lookup
• Description: Text-based item description search
• Supplier: Filter by vendor or supplier
• Customer: Search by customer association (leased items)
• Location: Specific warehouse location search
• Receiving Reference: Find by receiving document number
• Serial Numbers: Primary and alternative serial number lookup
• RFID Tags: Radio frequency identification tag search
• Job Assignment: Items assigned to specific jobs
• Remarks: Search within item remarks and notes

Date Range Filtering:

• Receiving Date Range: Filter by when items were received
• Expiration Date Range: Search by expiration or best-by dates
• Date In/Date Out: Track movement timing

Workflow:

1. Enter search criteria (item, location, serial number, etc.)
2. Review search results showing current locations and quantities
3. Select items to move
4. Specify destination location or warehouse
5. For transits, choose transit slip options
6. Execute movement or generate transit slip

Features:

• Wildcard support for partial matching
• Combine multiple search parameters
• Real-time results as criteria are entered
• Export search results for analysis
• Multi-warehouse search across locations

Tips:

• Use multiple criteria to narrow search results
• Export location data before large reorganization projects
• Verify item status (available, on hold, in transit) before moving
• Use receiving reference to track items by receiving batch

Move Stock

The move stock screen provides direct location changes within warehouses or between warehouses.

Access: Inventory → Stock → Move Stock

When to Use:

• Put-away after receiving to final storage locations
• Warehouse reorganization or optimization
• Small to large location corrections (1-100+ items)
• Consolidating inventory from multiple bins
• Systematic location optimization projects
• Regular warehouse reorganization cycles

When NOT to Use:

• Inter-warehouse transfers (use Transit Operations)
• Location corrections with quantity changes (use Cycle Counting/)
• Advanced search requirements (use Locate/Move)

Standard Workflow:

1. Select source warehouse
2. Ensure Transit checkbox is unchecked for intra-warehouse moves
3. Choose destination:
   • Select “To Location” dropdown for single destination
   • Or specify per line for multiple destinations
4. Add line items:
   • Enter or scan Item ID
   • Specify quantity to move
   • Provide source location (or use Load All for FIFO)
   • Enter destination location
   • Add serial/lot numbers if required
5. Save to stage multiple items
6. Move when ready to update locations

Serial Number Workflow (Quick Scan Mode - Move2 View):

1. Enter or scan Serial Number first
2. System auto-populates:
   • Item ID associated with the serial
   • Current location (source)
   • Available quantity (typically 1 for serialized items)
3. Enter destination location
4. Save to add line

This reverse workflow is faster for serialized inventory operations where staff scan items rather than searching by Item ID.

Grid Views:

Select different views based on your workflow preference:

• Move1: Basic view for standard operations with essential fields
• Move2: Serial quick scan mode-enter serial first, system populates item and location
• Move3: Location-focused view with enhanced location details
• Transit View: For inter-warehouse operations with destination warehouse selection

Features:

• Two-step save/execute process prevents accidental moves
• Batch processing of multiple items with single execution
• Serial number auto-population when scanning (Move2 view)
• Real-time validation highlighting errors before execution
• Multiple grid views for different workflow preferences
• Load All functionality for FIFO/FEFO movements (Admin Option 21)
• Auto-generated reference numbers for tracking

Tips:

• Use Load All to automatically select oldest stock (FIFO/FEFO based on Admin Option 21)
• Process smaller batches (50-100 items) for better performance
• Use barcode scanning for faster data entry and fewer errors
• Review entire grid before executing to catch errors
• Save frequently to prevent data loss during large operations
• For serialized items, use Move2 view (quick scan mode) for faster processing
• Verify destination location exists before executing move
• For high-value items, verify quantities at source location first

Line Item Fields

Understanding field behavior helps ensure accurate movement processing:

Transit Operations

Inter-warehouse transfers use transit slips for tracking inventory during movement between warehouses.

Transit Types:

• Staged Transits: Two-step process (ship → receive) placing items on hold during transfer
• Direct Transits: Immediate transfer to destination without intermediate staging (Admin Option 507)

When to Use Transits: Use the Inventory → Stock → Move Stock screen with the Transit checkbox enabled for basic inter-warehouse transfers, or use Inventory → Inventory → Locate/Move for advanced transit operations with search capabilities.

See the Transit Stock documentation for complete transit workflows including staged transits, direct transits, restocking, receiving, and transit slip management.

Cycle Counting

Cycle counts identify location discrepancies during physical inventory verification and automatically correct locations.

Workflow:

1. Navigate to Inventory → Stock → Cycle Counts
2. Create count session and enter physical counts
3. Review variance report showing location discrepancies
4. Post to automatically move items to correct locations

See Cycle Counting for complete documentation.

Mobile Moving

Complete movement operations on mobile devices for increased flexibility and warehouse efficiency.

Workflow:

1. Navigate to Inventory Management → Move Stock
2. Search for item by ID or description using filter field
3. Enter or scan source and destination locations
4. Enter quantity to move and optional fields (serial, RFID, reference)
5. Click Move to execute immediately, or Queue for batch processing

Key Features:

• Barcode scanning for items, locations, serials, and RFID tags
• Real-time validation and error checking
• Location and item filters with auto-complete
• Persistent settings (configurable via EnableBulkMove, DisablePersistentLocation, DisablePersistentItem, DisableLocationSelects)
• Offline mode with automatic sync
• Success notifications with move slip access

:::tip[Bulk Move Mode] When EnableBulkMove is enabled, you can queue multiple movements before submitting:

1. Enter items and click Queue to add to batch
2. Repeat for additional items
3. Click Review tab to see all queued movements
4. Review and remove lines if needed
5. Click Move to execute entire batch

Ideal for high-volume put-away operations and when moving multiple items to the same destination. :::

Movement Validation and Controls

The system validates movements before execution and updates inventory in real-time:

Pre-Movement Validation:

• Items: Must be active (not discontinued) and enabled for destination warehouse (Admin Option 504)
• Stock Availability: Sufficient quantities at source location, not on hold or in transit
• Locations: Source and destination must exist, be active, differ from each other, and not be on hold
• Warehouses: Item must be enabled for destination warehouse; for transits, destination must differ from source
• Serial Numbers: Must exist at source location; serialized items require serial specification
• Permissions: Security ID 15 for moves, 303/305 for transits, plus approval permissions per Admin Option 124

Real-Time Updates: When movements execute, the system immediately updates location records while preserving cost basis, serial associations, item status (available/on hold/in transit/reserved/damaged), and creating complete audit trail entries.

Amendment and Correction System

The amendment system allows correction of historical inventory records:

Amendment Capabilities:

• Field Corrections: Modify specific data fields on inventory records
• Location Updates: Correct location assignments
• Serial Number Changes: Update or correct serial number information
• Cost Adjustments: Modify unit costs and pricing information
• Vendor Associations: Update supplier information

Amendment Process:

1. Access Inventory → Inventory → Locate/Move
2. Search for specific inventory unit to amend
3. Select record and choose amendment option
4. Update required information fields
5. System validates proposed changes
6. Apply amendments to inventory records

Important: Amendments create audit trail entries showing before/after values for accountability.

Security Permissions

Movement operations require specific security permissions based on the type of movement:

Permission Interactions:

• Users with only Security ID 15 can move items within their assigned warehouse
• Inter-warehouse transfers require either Security ID 303 (sending) or 305 (receiving) depending on the operation
• Direct transit mode (Admin Option 507) requires Security ID 303 and bypasses the need for separate receiving permission
• Transit slip approval workflows may require additional permissions based on Admin Option 124

Best Practice: Assign Security ID 15 to all warehouse staff for standard operations. Restrict Security IDs 303 and 305 to warehouse managers or logistics coordinators who manage inter-warehouse transfers.

Best Practices

Movement Planning:

• Plan movements during low-activity periods to minimize disruption
• Group similar items for batch processing efficiency
• Verify destination locations exist before executing large movements
• Use cycle counts to validate location accuracy after major reorganizations

Execution:

• Use barcode scanning for faster data entry and fewer errors
• Process movements in logical batches (by zone, category, or project)
• Verify source location has sufficient stock before attempting moves
• Double-check movements before execution to prevent errors

Location Management:

• Maintain clear and consistent location labeling
• Keep location maps and guides current
• Use logical location naming conventions (zone-aisle-bin)
• Implement regular location audits

Error Prevention:

• Leverage system validation to prevent common errors
• Train staff on movement procedures and system usage
• Maintain standard operating procedures for movements
• Review movement accuracy reports regularly

Troubleshooting

“Insufficient stock at source location”

• Problem: Not enough inventory at specified source location
• Solution: Use Locate/Move search to find actual item location, verify physical inventory
• Prevention: Maintain accurate inventory records and use real-time lookup before moves

“Invalid destination location”

• Problem: Destination location doesn’t exist in location master
• Solution: Verify location spelling and existence, create location if needed
• Prevention: Use location dropdowns instead of manual entry, maintain current location master

“Cannot move items on hold”

• Problem: Items restricted due to quality hold or other status
• Solution: Review item status and release hold if appropriate, or move after resolution
• Prevention: Check item status before planning movements, coordinate with quality team

“Same source and destination location”

• Problem: Attempting to move item to its current location
• Solution: Verify source location and choose different destination
• Prevention: Use Locate/Move search to confirm current location before moving

“Transit slip not generating”

• Problem: System not creating transit documentation
• Solution: Verify printer settings and transit slip templates, check Admin Option 507 settings
• Prevention: Test transit slip generation regularly, maintain document templates

Admin Options

Key configuration options affecting movement operations:

Additional Features

Move Slip / Pick List

After executing a move, the system auto-generates a move slip (Report 120) with movement reference, source/destination locations, items with quantities and serials, and warehouse staff instructions. Access via the success message link or print from the movement screen.

Context Menu Operations

Right-click on any inventory line in the Locate/Move screen to access additional operations:

Record Management:

• Edit: Modify active stock record details (requires “Create/Modify Active Stock Record” permission)
• Amend: Create amendment to correct historical inventory data with full audit trail

Item Information:

• Warehouse Assignment: View/modify which warehouses can stock this item
• Re-Order Points: Update min/max quantities and reorder thresholds
• Supplier Catalog: View supplier pricing and lead times

Documentation:

• Label: Print location and serial number labels for barcode operations
• Images: View item photos and technical drawings
• Documents: Access datasheets, manuals, and certifications

Inventory Operations:

• Split Lot: Divide quantity into separate inventory records (useful for partial moves or different locations)

Lot Splitting

Split inventory lots to create separate records for partial movements or location distribution:

Workflow:

1. Right-click inventory line and select “Split Lot”
2. Enter quantity to split off (must be less than total units)
3. System creates two separate inventory records:
   • Original record with remaining quantity
   • New record with split quantity
4. Move new record independently

Use Cases:

• Partial location moves (move 50 of 100 units to new location)
• Distributing stock across multiple bins
• Separating inventory for different purposes (sale vs. reserve)
• Quality hold isolation (split and hold portion for inspection)

Important: Splitting preserves all record details (cost, dates, serial numbers, job assignments) except quantity.

Key Reports

Access movement reports via Reports → [Search] or direct access from movement screens.

Pick List - Move Stock (Report 120): Physical pick list auto-generated after executing moves, showing source/destination locations, items, quantities, and serial numbers for warehouse staff.

Audit Trail (Moves) (Report 128): Complete transaction log of all inventory movements with filtering by warehouse, item, location, date range, and user. Primary report for investigating discrepancies and compliance tracking.

Warehouse Locations (Report 56): Current inventory by location showing quantities, costs, and item details. Use for space utilization analysis and identifying consolidation opportunities.

Inventory Location (Report 187): Snapshot of current item locations with available quantities and on-hand values. Filter by item, warehouse, or location for rapid lookup.

Location In Time (Report 153): Historical location analysis showing inventory movements over specific date ranges. Track inventory flow patterns and identify bottlenecks.

Archived Inventory (Report 141): Historical records for items fully issued or removed from active inventory, including last known locations and final disposition.

All reports support filtering by date range, warehouse, item, location, and user. Export to Excel for further analysis.

Related Topics

• Receive Stock - Receiving inventory and positive adjustments
• Issue Stock - Issuing inventory and negative adjustments
• Cycle Counting - Physical inventory verification and location corrections
• Locate Inventory - Advanced inventory search and tracking
• Import & Export - Bulk data loading procedures