Transfer Inventory

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Overview

Main Menu>Settings>Inventory Functions>Transfer Inventory

Description of the Screen

Transfer Inventory screen

 

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

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

SKU Radio Button

Name Radio Button

Item Name  of Single Unit SKU

Qty on Hand Field

Qty per Lot Field

Max. Build Field

 Selected SKU Section

Number of Lots to Make Field

Build Lots Button

Number of Lots to Break Down Field

Break Down Lots Button

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

Build Radio Button

Break Down Radio Button

Quantity Field

All Possible Check Box

Lots Where: Section

Single Unit SKU STARTS with Field
              • enter a string of text with which the Single Unit SKUs begins  
Single Unit SKU ENDS with Field
              • enter a string of text with which the Single Unit SKUs ends
Lot SKU STARTS with Field
Lot SKU ENDS with Field
              • enter a string of text with which the Lot SKUs begin  

Qty on Hand is less than or equals

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

Build Specified Lots Button

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.

  1. 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.

  2. 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).

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

  4. 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.

  5. 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

.

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

  2. 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".

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

Additional Information

Inventory

Settings

 

Created: 8/11/11

Revised: 6/11/12

Published: 04/14/16