Moving Inventory into or out of a Container

Note: In order to perform a mass move, the role of the logged-in user must contain access to the Inventory Mass Move feature.

The inventory in a container may be moved out of this container and into another container or into a physical location; alternatively, the inventory in a physical location may be moved into a container. When you move the inventory in a container, the parent location of the container remains the same but the inventory in the container is moved out of the container and into the location or container. Inventory is moved into or out of a container at the Mass Move page. To move the inventory in a container, please refer to the steps that follow.

1. Select  Move > Mass Move from the navigation pane.

   

2. The Mass Move page appears.

   

3. Job/Ref# field: Enter a transaction reference code for the move in the Job/Ref# field (optional entry). The reference code is not defined by the application: it is a user-created, optional entry.
4. In the From (Source) section of the page, select the site and location or container for the move.
5. Source Site: Your default site is automatically placed in the Site field. If your source location is at another site, click the drop-down arrow in the Site field and select the site from the list that appears (any site that is assigned to you will appear in the drop-down list).
6. Source Location: Once the site is selected, select the location from which you are moving the inventory. When your system uses containers, the Location field contains a container control; see "Container Control".
   1. Filter: select the Filter icon to filter your Location field drop-down list view: All, Physical Locations Only, Containers Only
   2. Select: select the location or container from the Location field drop-down from which you are moving the inventory.
7. In the To (Destination) section of the page, select the site and location to which you are moving the source location items.
8. Destination Site: Your default site is automatically placed in the Site field. If you are moving the inventory to another site, click the drop-down arrow in the Site field and select the site from the list that appears (any site that is assigned to you will appear in the drop-down list).
9. Destination Location: The Location field contains a container control. It allows you to add a new container and to filter your location list (see "Container Control" for more information).
   1. To move the inventory to a new container, use the Add: option in the container control: click the Add icon in the container control to add a new container via the Add Container form. Once added, the container is available in the Location drop-down list.
   2. To move the inventory to a location or container, use the Filter option in the container control to filter your location list: select the Filter icon to filter your Location field drop-down list view: All, Physical Locations Only, Containers Only.
   3. To select the destination location for the inventory: select the location or container from the Location field drop-down list to which you are moving the item.
10. Click the Save icon to process the inventory move. All items-quantities are moved from the source location to the destination location.

    1. To cancel the mass move page selections, click the Cancel icon.