Warehouse move
If you have multiple warehouses, you can move stock from one warehouse to another.
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Description
When moving stock from one (source) warehouse to another (target) warehouse you use a move preparation, a shipment note and a receipt note.
These functions help you keep track of where your stock is located. Especially if there is time between the send and receive actions, you can track what is going on with the article stock. In some cases, a warehouse move also gives rise to journal entries. These are the differences with the Transfer function where Profit does not take account of the time lapse: in that case the transfer between the warehouses is processed immediately. Furthermore, transfers between warehouses in the same administration never give rise to a journal entry.
You can prepare to move the stock to another warehouse with a Preparation for transfer. With this, Profit reserves the article in the source warehouse and at the target warehouse Profit shows that the article is on order. You can also add a Shipment slip immediately, but in this case Profit does not reserve the articles. As soon as you have added this, Profit reduces the stock of the article in the source warehouse. No entry is made yet.
Subsequently you can print the Preparation for transfer so that the articles can be picked and shipped.
Next, you create the Shipment slip, preferably based on the data from the move preparation. If necessary you can change the quantities here (as a result of picking). You can then report the shipment note ready straight away. You can also add a Shipment slip without a move preparation, but in that case Profit does not change the status of the articles to 'reserved' and 'on order'.
As soon as you have added the shipment note, Profit reduces the stock of the article in the source warehouse. No entry is made yet.
When the articles arrive in the target warehouse, you add a Receipt slip. When this is completed, Profit enters the quantities immediately in the stock. Profit now completes the shipment note automatically.
If you want to close the whole process, you also complete the Receipt slip manually.
In some cases, Profit will create journal entries for the warehouse move. If the entries take place on the same day and in the same administration, there will be no journal entry, for example, because the entries cancel each other out. If there is more time between the entries and you journalise in the meantime, Profit creates two journal entries. This is particularly important if this straddles a period end.
Preparation
Procedure
- Add a move preparation
You can prepare to move the stock to another warehouse with a Preparation for transfer. Profit reserves the article in the first warehouse and at the target warehouse Profit shows that the article is on order.
- Add a shipment note
Using a Shipment slip you give the command to send the stock in the warehouse. As soon as you have added this, Profit reduces the stock of the article in the source warehouse and in the total stock. As yet, no entry is made in the target warehouse. We recommend you copy a Preparation for transfer to a shipment note and not to add a new shipment note.
- View a warehouse move
While moving stock from one warehouse to another, you can view the article properties to see the status of the transfer and therefore where the stock is actually located. This can only be done if you have used a move preparation for the transfer.
- Manually report a shipment note ready
As soon as the articles have actually left the source warehouse, you report the Shipment slip as ready. At that time you can still make changes to the shipment note, for example, change the quantity on a line or delete a line. You cannot add new lines.
- Add and complete a receipt note
As soon as the articles have reached the target warehouse, add a Receipt slip. When this is completed, Profit enters the quantities immediately into the target warehouse stock.