Step by step
- Open Warehouse > Shelf Stock and choose the Location at the top.
- Narrow the list with Section, Shelf Type, Category and Brand. The search box finds a shelf code or a product.
- The list shows Shelf, Section, Shelf Type, Product, P/C, Category, Brand, Quantity and Last Change. The last row is the total Quantity of all matching rows.
- Click a shelf code to see everything on that shelf and its latest movements, with Move and Remove links.
- Action > Move To Another Shelf: choose the To Shelf, check the Quantity, add a Note if you like and press Move.
- Action > Remove From Shelf: give the Quantity and a Reason and press Remove. The units then show as not on shelf.
- Place on Shelf and Not on Shelf at the top open the putaway form and the stock without a shelf; Movements opens Shelf History. Excel and Print export the list.
Good to know
- Shelves only say where the stock is. The stock of the location, its value and the product ledger do not change when you place, move or remove.
- A move must stay inside the same location; to send stock to another warehouse or shop use Transfer Stock.
- The shelf you move to must be active and, when it has Max Items, have room for the quantity.
- To write off lost or damaged stock use Stock Adjustment, not Remove.
- Viewing needs View Shelf Stock / History; the Action menu needs Place / Move / Remove on Shelves.