Inventory Adjustments, Transfers, and Quarantining Product

Sometimes product that is in your warehouse needs to be Adjusted, Transferred to a new location, or Quarantined.

There are two places these functions can be actioned:

Using the action menu at the end of a product group; or
Using the action menu in the shoulder of the Inventory header.

The action menu at the end of a product line exposes options to support each of these functions, and choosing an option will automatically populate the adjustment, transfer, or quarantine form with the product from the group.

Using the action menu on the Inventory header, will require you to search for the product you wish to adjust, transfer, or quarantine.

The action menu at the end of a product line.

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 Metrics 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.

The amounts entered here will become the new stocked metrics for this product. Appropriate adjustment transactions will be created automatically.

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.

Learn about adjusting serial number products.

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 4 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 select a destination pallet
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.

The quantity you can enter must be no more than the quantity on hand.

Select the location you wish to move some or all of the product to using the Destination 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.

Note: You can transfer multiple items by choosing the Add Inventory button to search for and select other inventory to transfer.

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

Transferring product to and from pallets

Transferring whole pallets is possible using the Transfer Pallet option in the pallet action menu at the end of the product line.

This allows you to transfer a pallet in its entirety to a new location.

Transfer a whole pallet in full to a new location

If you wish to transfer product from this pallet to a new pallet, or transfer product from a pallet to loose items in the warehouse, then choose the transfer option at the end of the product line instead of the pallet line.

Transfer product off a pallet to a new location, perhaps as loose items or onto a new/existing pallet

Working with pallets when transferring product

Optionally when transferring a product, you can choose a destination pallet.

Transferring product to a destination pallet allows you to palletise loose items from your warehouse, or allows you to move product from one pallet to another pallet.

The destination pallet selector in the Destination card on the Transfer Inventory blade supports 3 options:

None
New Pallet
Existing Pallet

None

Selecting None allows you to take product from a pallet and move them to loose items in your warehouse.

New Pallet

Selecting the New Pallet option will present you with fields to supply a reference number and an SSCC number (including generating an SSCC if the destination warehouse supports it).

The new pallet option in the Destination Pallet field of the Transfer Inventory blade

Existing Pallet

Selecting the Existing Pallet option will present you with a selector to choose from an existing pallet at that location.

Pallets are displayed with the Consignly Pallet Identifier, and optionally the Reference Number or SSCC underneath.

The existing pallet option in the Destination Pallet field of the Transfer Inventory blade

Quarantining product

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, it 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.

Quarantined products may not be used on any new outwards consignments. Searching for quarantined product will produce no results.

Quarantining 20 items

When you are ready to complete the quarantine, choose the Quarantine Inventory 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.

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