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Warehouse Operations

Putaway Rules

How to Access

Inventory Module -> Configuration -> Putaway Rules

Main Screen

Product: Name of the product for the rule
When product arrives in: The location that triggers the putaway rule when a transfer is created with this location as the destination
Store to: The final storage location where the product will be placed once the putaway rule is triggered

Training

  1. Open Putaway Rules Tree View:
    • Navigate to the Inventory module.
    • Select the “Configuration” menu.
    • Click on “Putaways Rules” to open the tree view.
  2. Create a New Rule:
    • Enter the following details for the new rule:
    • Product: Select “Bloom Kombucha [11064377]”.
    • When product arrives in: Select “S1/Stock”.
    • Store To: Enter “S1/Stock/1-A1N”.
    • Save the new rule
  3. Verify the New Rule in Tree View:
    • In the Putaway Rules tree view, confirm the following details:
    • Product: [11064377][GT’s] Bloom Kombucha.
    • When product arrives in: S1/Stock.
    • Store To: S1/Stock/1-A1N.
  4. Update the Current Rule:
    • Locate the rule for “Bloom Kombucha [11064377]” in the tree view.
    • Click on the rule to edit it.
    • Update the Store To field to “S1/Stock/9999-NF”.
    • Save the changes.
  5. Verify the Updated Rule in Tree View:
    • In the Putaway Rules tree view, confirm the following updated details:
    • Product: [11064377][GT’s] Bloom Kombucha.
    • When product arrives in: S1/Stock.
    • Store To: S1/Stock/9999-NF.

Out of Stock Report

How to Access

Inventory Module -> Reporting -> Out of Stock Report

Report Wizard

Select the Warehouse Location and press 'GENERATE' to create report

Tip: If you have a default warehouse set in your profile, wizard will automatically pre-fill your default warehouse as 'Location'

Report Format

Report is grouped by Shelf locations
Product Name: Code and Name of the Product
Open POs: Open purchase order with the product that has not been received
Unreceived Transfers: Open Internal Transfer with the product that has not been validated

Training

  1. Generate Out of Stock Report for Section S8:
    • Access the inventory module
    • Navigate to the reports section.
    • Select the “Out of Stock Report” report.
    • Specify Warehouse S8 and generate the report.
    • Print the report.
  2. Locate the First Shelf with a Missing Product:
    • Review the printed report.
    • Identify the first shelf listed with a missing product.
  3. Verify the Product is Not on the Shelf:
    • Go to the specified location in Section S8.
    • Check the shelf thoroughly to ensure the product is indeed out of stock.
    • If the product is found, update the inventory system accordingly.
    • If the product is not found, proceed to the next item on the report and repeat the verification process.
  4. Document Findings:
    • For each missing product, document whether it was found or confirmed as out of stock.
    • Submit the findings as required by your organization’s procedures.