Receiving Moved Inventory

Full Inventory Move User Guide

Inventory>File> Received Moved Inventory or Inventory>File>(Roll or Item Inventory)

From the Roll or Item, Browse Screen click on the Receive Inventory icon 

The Receive Inventory screen appears.    

  

Three options to receive inventory

1. Scan the bar code from the top left of the Tracking Sheet.  The entire sheet will be received.
2. Scan individual line item bard codes from Tracking Sheet. This will only receive the lines scanned.
3. Highlight a record on the browse screen and press the edit icon. This will only receive the highlighted records.

Ways to Receive

Receive the entire list at once:

On the top of the transaction report, there is a large bar code.  Scan that barcode to receive the entire list.  If a minority of the inventory is NOT being received, cancel those records first.  Then scan the barcode to receive the majority of the move into the new store location.  This can save time because you don't have to individually mark the majority of the records.

This screen allows you to receive the entire transaction at once.  After you have scanned the transaction on the Receive Moved Inventory Browse screen, you will see this screen:

Type in the Date Received (if different from the system date), the name of the person receiving and the warehouse location. 

Any notes added will  transfer to the inventory record.

As of version 22.0 , there is a check box to automatically select to have a tag printed.   Once it is checked it should remain checked until someone manually unchecks it.  

Receive individual records:

Scan the barcode that is printed on the inventory line on the transaction report or if you do not have a scanner, you can highlight the record and click on the Edit icon. The Receive Moved Inventory Edit screen appears. 

Individual Records

If receiving individual inventory in a transaction, this screen appears.  The only fields that are accessible on this screen are listed below.  The other fields are informational only.

Search Status

Click on the down arrow to select a transaction status type.  This will filter the list and allow you to work with a select group of records.

Edit

 Receive individual inventory records.  Displays the Inventory Move Edit screen.

Print Inventory Moves for Transaction #

Prints a report that contains information about the records on the highlighted transaction number.  Prints out barcodes for easy receiving. 

Inventory Move Custom Report

 Prints a report based on many specific framing parameters.  It allows you to manage and receive inventory quickly and easily.

Date Received

Enter the date you are receiving the inventory.  This date is used for the inventory adjustment record that is posted to the General Ledger at month-end.  (For ERRM clients this is posted at the time it happens.) Click the F8 button to access the online calendar.

Received By

Enter the name of the person receiving the inventory.

Location

Enter the location where the inventory will be placed in the receiving store location.

Edit Notes

Enter any notes about the transfer.  The notes will transfer to the inventory record.  Also, the following note is automatically added to the note:  "Moved from "1" to "2" on 08/05/xx".

Cancel this Move

This option removes the inventory from the Move Process.  It will appear on the Receive Inventory list with a status of Canceled.  Once a record is placed in the Canceled status, it can't be changed.  If you don't want to see the Canceled records, click in the Search Status and select In-Transit to filter the list.  Canceled inventory can be moved again using the normal process if needed.

Accept (OK)

This option receives the inventory into the destination store.  The record will be removed from the Inventory Move list and shown as inventory for the destination store.  The record will have a note attached that contains the original store and date moved.

Exit without Moving

Exits the screen without saving the changes.