Sometimes product that is in your warehouse needs to be Adjusted, Transferred to a new location, or Quarantined.
The action menu at the end of a Product Group exposes options to support each of these functions.
The action menu at the end of a product group.
Adjusting stock levels
A stock take may show that you have more or less stock in the Warehouse than Consignly is reporting. This may require you to complete a stock adjustment. Start by choosing the Adjust Product item from the menu.
You'll be presented with a new blade. Stock adjustment is a two-step process:
- Adjust the metrics and add a description
- Review the changes and confirm the adjustment
Adjust the metrics
Enter the new metrics for the product. Consignly will show you a row for each date/time where this product was received into the warehouse. Consignly does this because free storage may be attributed to product when it was received, so adjustments to metrics on different received dates may affect storage calculations.
Adjust the metrics for each line where applicable.
Adjusting the Quantity will automatically recalculate the Volume and Weight fields, but you may overtype these.
For example, if you currently have 100 items in stock and a stock take revealed an extra 2 items, then you would set the New Quantity to 102. Consignly will automatically create an adjustment event for the additional two items.
The first step: setting the new metric values
Review the changes
Choosing Next will take you to the next step in the process, which is to review and confirm the changes.
Consignly will summarise the changes, and show the changes that will be made to the product.
Illustration of the confirmation process. Note the different colours to denote the changes being applied.
To commit the adjustment to Consignly, choose the Adjust Product button. To go back and change the new metrics, choose the Back button.
Adjustments will result in transactions created on the product in the warehouse that describes changes made, giving you traceability of exactly what happened on that product over time.
To view the transactions, expose the action menu and select View Transactions.
A view of transactions on inventory in a warehouse
Transferring product to another location
You may wish to move product from one location to another in a Warehouse. For example, you may have received product into a bulk location, and now you wish to put it away to a different location.
You can do this via the Warehouse App, but from the web portal you must complete a product transfer.
To start, choose the Transfer Product item from the action menu at the end of the product group.
You'll be presented with a new blade. There are 3 things to complete:
- Enter the quantity
- Select the warehouse you wish to transfer to (it will default to the current warehouse)
- Select the new destination location
- Optionally describe the reason for transfer
Type the quantity you wish to transfer to this location. By default Consignly will prefill the field with all the quantity, however you can enter a new amount.
Select the location you wish to move some or all of the product to using the Transfer to location field.
Enter particulars to describe this event. These particulars will be shown on the Warehouse event in the product group.
Transferring 20 product to a new location
When you are ready to complete the transfer, choose the Transfer Product button.
Viewing the transaction information on product at the new location will show that the product was transferred.
Product transferred into an empty location shows information about how this came to be
You may be required to quarantine product for reasons such as a product recall, or perhaps to undergo sampling or testing. While a product is quarantined, you want to ensure that the product cannot be used in any Outwards consignments.
To start, choose the Quarantine Product item from the action menu at the end of the product group.
You'll be presented with a new blade. There are 2 things to complete:
- Enter the quantity to quarantine
- Optionally describe the reason for quarantine
Enter the quantity of the product you wish to quarantine, and optional particulars describing the warehouse event. These particulars will be shown in the Warehouse event record.
Quarantined products will be moved to an internal warehouse location called Quarantine.
Quarantining 24 items
When you are ready to complete the quarantine, choose the Transfer Product button.
If you wish to remove product from quarantine, you can do this by performing a product transfer out of quarantine and back into a warehouse location.