Step by step
- Open Warehouse > Place on Shelf and choose the Location at the top.
- The list shows each product with Location Stock, On Shelves and Not on Shelf. Show switches between Not on Shelf and All Items In Stock; Category and Brand narrow the list.
- Press Place on Shelf on a row. Pick the Shelf (the shelf the item was last placed on is chosen for you), check the Quantity, add a Note if you like and press Place on Shelf.
- For any other product press Place on Shelf at the top and scan the barcode or type the name or code in Product.
- To shelve a whole purchase type its invoice no. in From Purchase and press Load (or Enter). For each line choose a Shelf (or Skip) and the Qty to Place, then press Place on Shelf.
- When Fix Shelf Stock shows with a number, some items have more on shelves than in stock (sold or moved without order packing). Press it and confirm to take the difference off the shelves.
- Excel and Print export the list.
Good to know
- You cannot place more than the stock that is not on a shelf yet, or more than the free room of a shelf with Max Items.
- Only the active shelves of the location are offered. When there are no shelves yet the form links to Racks & Shelves.
- From Purchase works with a purchase invoice, not a purchase order, and shows only the stock lines received at this location.
- A red Not on Shelf number means more on shelves than in stock: use Fix Shelf Stock. It takes from Damaged shelves first, then the smallest quantities, and needs the permission Fix Shelf Stock.
- Placing on a shelf does not change the stock or its value; every change is logged in Shelf History.
- Needs the permission Place / Move / Remove on Shelves.