Transfer Inventory

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Overview

• The Transfer Inventory screen synonymous with the Microsoft Access Form object or graphical user interface (GUI) is accessed via:

Main Menu>Settings>Inventory Functions>Transfer Inventory

• In some instances, a merchant may sell a product as an individual item and they may also sell that same item in a larger quantity, packaged as a single unit. Both the individual product and the multi-pack of the same product can have different, but related, SKUs in OMS , allowing the program to track the quantity on hand for each of them separately.

• The purpose of the Transfer Inventory screen is to logically "move", or transfer, some or all of the Quantity on Hand count (of physical merchandise) between the single unit SKU the abbreviation for Stock Keeping Unit; a unique identifier used to track product inventory and the lot SKU as needed. In this topic, the use of the words "build" and "break down" refer to the movement of QOH units between the Single Unit and Lot SKU inventory records. more...

• The Transfer Inventory screen displays the accurate inventory count at-a-glance; you can easily see how many single units you have in stock versus the number of ten-packs you have in stock. If you see that you are almost sold out of single pieces but still have many ten-packs in stock, you can break down some or all of the ten-packs to replenish your inventory of single units.

Description of the Screen

SKUs that are multiple unit "Lots" of other SKUs Section

• This section of the screen displays information about existing lot SKUs, such as their Name, the Quantity On Hand (QOH), and the corresponding Single Unit SKU. This list can be sorted by the Lot SKU or Name columns.

Note: If you have not built any lots yet, you will see a QOH of 0 (zero) when you open this screen.

Sort By: Section

• Choose the way in which the data in the list is sorted by clicking the appropriate button

SKU Radio Button

1. • • sort the list of Lot SKU records by the values in the Lot SKU column

Name Radio Button

1. • • • sort the list of Lot SKU records by the values in the Name column

Item Name  of Single Unit SKU

• This section provides details about the Single Unit SKU which is the sole component of the Lot SKU selected in the SKUs that are multiple unit "Lots" of other SKUs section of the screen.

Qty on Hand Field

1. • displays the QOH of the Single Unit SKU that makes up the Lot SKU which is currently selected

Qty per Lot Field

1. • this field displays the number of units of the Single Unit SKU that are required to make the selected Lot SKU

Max. Build Field

1. • this field displays the maximum number of lots that can be "built" from the current QOH of the Single Unit SKU

 Selected SKU Section

• In this section, specify how many lots to "build" or how many lots to "break down", for a single Lot SKU that is selected in the SKUs that are multiple unit "Lots" of other SKUs section.
• To build lots for multiple Lot SKUs, use the controls in the Build/Break Range of Lot SKUs section of the screen (lower right-hand corner)

Number of Lots to Make Field

1. • • enter any value, up to the value in the Max. Build field, to indicate the desired number of lots to "build"
     • select Build Lots
     • the  QOH of the Single Unit SKU will be decreased by this value; the QOH of the Lot SKU will be increased by this value

Build Lots Button

1. • • • after a value has been entered into the Number of Lots to Make field, click this button to "build" the lots

Number of Lots to Break Down Field

1. • • • enter any value, up to the value in the QOH field of the selected LotSKU seen in the SKUs that are multiple unit "Lots" of other SKUs section, to indicate the desired number of lots to "break down"

       • click the Break Down Lots button

       • the  QOH of the Single Unit SKU will be increased by this value; the QOH of the Lot SKU will be decreased by this value

Break Down Lots Button

1. • • • after a value has been entered into the Number of Lots to Break Down field, select this to break down the lots and increment the QOH of the Single Unit SKU

Build/Break a Range of Lot SKUs (not labeled as such in the actual program)

• Use this section of the screen to manipulate a range of Lot SKUs at one time.

Build Radio Button

1. • • • select to "left-click" the mouse on an object, usually a row in a table, in the context of Monsoon OMS documentation this button to "build" lots for the selected range of Lot SKU records when the Build Specified Lots button is clicked

Break Down Radio Button

1. • • • select this button "break down" lots for the selected range of Lot SKU records when the Build Specified Lots button is clicked

Quantity Field

1. • • • enter the specific number of lots to be built or broken when the Build Specified Lots button is clicked

       • mutually exclusive with the All Possible check box

All Possible Check Box

1. • • • this box to have the program build or break the maximum number of lots that is mathematically possible, based on the current QOH
       • mutually exclusive with the Quantity field

Lots Where: Section

1. • • • use the fields in this section to identify the range of affected SKUs  

Single Unit SKU STARTS with Field

1. 1. • • • • • enter a string of text with which the Single Unit SKUs begins  

Single Unit SKU ENDS with Field

1. 1. • • • • • enter a string of text with which the Single Unit SKUs ends

Lot SKU STARTS with Field

• enter a string of text with which the Lot SKUs begin 

Lot SKU ENDS with Field

1. 1. • • • • • enter a string of text with which the Lot SKUs begin  

Qty on Hand is less than or equals

1. 1. • • • • • enter a threshold value, at which the program should limit the "building" or "breaking" of lots  

Build Specified Lots Button

• choose the type of action to be executed by selecting the Build or Break radio button and then select this to perform the action

Creating a Lot SKU Inventory Record

Before you can begin "building" Lot SKUs, you must first create a Lot SKU inventory record in OMS .

1. Go to Main Menu>Manage My Inventory>View & Manage My Inventory.

2. Select Add to create a new record, or use the Duplicate button to create the lot SKU from the corresponding Single-Unit SKU record. If the latter method is chosen, navigate to the individual SKU record before selecting the Duplicate button. Refer to the Knowledge Base topic, Inventory, for more information about the other fields on that screen.

3. In the section called "Selling by Lots: If this item consists of multiple units of a different SKU:". Enter the individual product SKU in the Single Unit SKU field or use the Browse button to search for the appropriate product record (opens the Find a Product/Search Inventory screen).

4. Enter the number of units of the Single Unit SKU that make up the "lot" into the Qty. in this SKU field.

5. Select the appropriate For Purchase Orders, order radio button to select which SKU, individual or lot, appears on Purchase Orders generated by OMS . This usually depends on the supplier's requirements (vendor). If OMS 's Purchase Order system is not being used, leave this button at its default setting of Single Unit SKU.

6. When all of the necessary information has been filled in, select Save to create the new Lot SKU.

Transferring Inventory (Build a Lot)

1. Go to Main Menu>Settings>Inventory Functions>Transfer Inventory

2. A list of all of the Lot SKUs that are currently defined in the program are displayed in the SKUs that are multiple units"Lots" of other SKUs.

3. In the figure above, the Lot SKU, pepsi6pk, is made up of the Single Unit SKU, pepsi12oz, and there are currently 12 multi-packs in stock (QOH column).

4. Looking in the lower left-hand corner, we see that the Single Unit SKU, Pepsi12oz, has a current QOH of 10. The Lot SKU requires 6 units (Qty per Lot) of the Single Unit SKU, so therefore the program can only "build" a maximum of 1 lot (Max. Build).

5. Enter "1" in the Number of Lots to Make field in the Selected (Lot) SKU section of the screen and click the Build Lots button.

6. The program pops up a message box that says "OK!". Click the OK button to acknowledge the completion of the action.

7. The Transfer Inventory screen now reflects the changes in QOH for the Lot SKU, 13, and the Single Unit SKU, 4.

Transferring Inventory (Break a Lot)

1. Referring to the figure above, we see that there are currently 13 multi-pack units of Lot SKU pepsi6pk in stock. Each lot is comprised of 6 units of the Single Unit SKU, pepsi12oz.

2. An order has been received for 5 units of Single Unit SKU pepsi12oz, but the program shows there are only 4 on hand. To fill the order, we can "break down" one or more of the multi-unit Lot SKUs into its components (six 12 oz bottles of Pepsi).

3. Enter "2" in the Number of Lots to Break Down field and click the Break Down Lots button.

4. The figure below shows the changes in QOH for the Single Unit SKU, 16 (4+ 6 + 6 = 16), and the Lot SKU, 11 (13 - 2 = 11).

Transferring Inventory for a Group of Inventory Records at Once

This section of the screen provides the flexibility to identify and build or break lots in groups of inventory records simultaneously. Use various combinations of the fields in this area to achieve the desired results. Please review the explanations provided earlier in this topic to make the appropriate selections.

Let's assume that there are so many Lot SKUs defined in the program that they cannot all be seen in the SKUs that are multiple units"Lots" of other SKUs list box.

Let's also assume that we want to build all possible lots for all Lot SKUs that start with the letters "pep".

1. Go to the Build/Break section of the screen and complete the steps below.

2. Click the Build radio button.

3. Leave the Quantity field blank, since we are going to build All Possible lots, not a fixed number of lots.

4. In the Lot SKU STARTS with field, enter the characters "pep".

5. Click the Build Specified Lots button.

6. The program prompts the user for confirmation prior to completing the action requested

.

7. Click OK to proceed, or Cancel to abort the change.

8. When the OK button is clicked, the program will build as many lots as it mathematically can for the Lot SKU records that begin with the letters "pep".

9. Click the OK button to acknowledge the completion of the request, and return to the Transfer Inventory screen.

Additional Information

Created: 8/11/11

Revised: 6/11/12

Published: 04/14/16