Send Within a Warehouse*

*Location with bins, hereafter referred to as “WH w/Bins”

There are various reasons to send items. Within a WH w/bins you will use Send to transfer an item out to move it from one bin to another. You will also use it to send items out if they are missing, expired, damaged, need to go back to a vendor, etc.

1. Tap Send

2. Choose your send reason

3. Tap Next

4. Scan the item barcode

5. Type or scan the bin location you are sending from, as well as the quantity being sent

If you key in a number greater than the bin contains, it will show you an alert and you cannot process the send.

6. Wen the bin and quantity are correct tap Send

An alert will show: Sent!

The item in quantity that you sent will be removed from the Warehouse inventory and the inventory of the Bin you inputted.

Bin to Bin: If you select Bin to Bin your item quantity will immediately go into the Staging location in order to keep inventory balanced and accurate. 

At this point the Bin to Bin item would need to be shelved using the Put Away mode. Or it can be kept in Staging in the system and put aside with other Staging items.

Other Send selections

Send selections that are not Bin to Bin will simply take the item out of Warehouse inventory and out of the Bin inputted. You would use these Send variations to account for items that need to leave inventory completely, and ignore Staging.

Otherwise they function in the same way as outlined above except they point to different open purchase orders and affect different GL Accounts.

Send Within a Store

1. Tap Send on the main menu screen to bring up a list of open purchase order types that items can be applied to during a send.

Each send type pushes inventory out and affects the cost of goods on hand of differing GL accounts

2. Select a Send reason and tap Next

3. Scan the item you are sending out of inventory

4. Enter a quantity to send in the Quantity field (it is defaulted to zero)

5. The Send button will become tap-enabled

6. Tap Send to send your item out of inventory in the specified quantity

This will immediately create a send transaction in FieldStack

A pop-up will alert you that the item was “Sent!”

7. Scan another item to continue or return to the main menu


Create Transfer (Store-to-store)

To send items to another location and create a tightly bound PO, use the Create Transfer function. Any items and quantities leaving the sending location will be expected by the receiving location. The receiving location can use this PO number and receive the items by scanning them or by using the Stage All feature.  

Create Transfer will only show if the location has setting Store Transfer Quick Access set to true and if other locations have a weight of .25 in the originating location's store group.

1. Tap Create Transfer

2. Choose the destination location in the menu:

3. Tap Next

4. Scanning your items

1. Eaches: Items can be scanned individually, unit by unit, inclucing multiples of the same item
2. Multiple items at quantity: Items can be scanned, then quantity entered, then the next item can be scanned
3. Single item at quantity: Items can be scanned, then quantity entered, then Send Transfer can be tapped

5. Transfer List

1. If multiple items were scanned, the list and quantities can be reviewed by tapping Transfer List. This shows each item and quantity entered for each.
   
   2. Before processing, tap on any item in the Transfer List to edit the quantity, or click the overflow menu to Remove From Transfer List:
   

       3. Once your list of items and quantities is correct, click Send Transfer in the lower right to process the send             and create the PO.

    4. A pop-up will alert you that the transfer was created and show the PO number for this order. This number             can be noted somewhere on the items being sent. The destination location can use this to Receive the transfer.

   5. Tap OK to close the pop-up.