Moving inventory

Moving inventory changes the bin location of units or containers within one location. For example, you put away received goods from the receiving dock into picking or bulk bins, replenish a pick face, or move stock to a problem bin.

To send inventory to another location, use a transfer order. There is also a direct container move to another location's receiving bin; see Containers.

You can move inventory in the web application (Inventory › Move) or with a handheld (see Moving inventory on mobile). This page describes the web screen. The rules are the same on mobile.

Who can move inventory

Any user with a role other than Account owner or Shopify account owner.

The Move inventory screen

Go to Inventory and choose Move in the menu. The screen has these fields:

Field	Use
From bin location	The bin location the units are on now.
To bin location	Where they should go. Required.
Container	The container to move, or to move units out of.
Product, Quantity	What to move and how many.
Serial number	For serialized products: the serial number to move (quantity 1).
Status	New or Defective.
Lot, Expires on	For lot-tracked or expirable products: which lot or expiry date to move.

What you fill in decides what is moved. There are three ways to use the screen.

1. Move loose units

Use this for units that are not in a container.

1. Choose the From bin location.
2. Choose the To bin location.
3. Leave Container empty.
4. Choose the Product and enter the Quantity. Fill in serial number, status, lot and expiry where they apply.
5. Click Move.

Boxture looks for exactly that many matching units on the from-bin. If it can't find enough, you get insufficient inventory items found and nothing is moved.

2. Move units out of a container

Use this to take some units out of a container and put them loose on another bin location. For example, take 6 units out of a case and put them on a pick face.

1. Choose the From bin location (the bin location of the container) and the To bin location.
2. Choose the Container.
3. Enter the Product, Quantity and other details of the units to take out.
4. Click Move.

The units leave the container and end up loose on the to-bin. If units remain, the container is marked open. If it is now empty, it is marked closed. It isn't retired automatically.

3. Move a whole container

1. Choose the To bin location.
2. Choose the Container. Leave the product fields empty (status New, quantity empty or 1).
3. Click Move.

The container, all its sub-containers and all units inside move to the to-bin. The container must be a top-level container: a box that sits on a pallet can't be moved on its own. Take it off the pallet first, or move the whole pallet. See Containers.

Container required

If Inventory › Container required is on for the location, the screen only shows Container, From bin location and To bin location. You can only move whole containers.

What can be moved

Not every unit can be moved freely:

Unit state	Can be moved?
Available, Expired	Yes, to any bin location.
Allocated	Only to a Picking bin location, and only if it isn't being picked yet.
Picking	Only when it is part of a replenishment for that pick list line.
Hold, Picked, Packed, Expected, Retired	No.

A container can't be moved when it is on hold, when it is inside another container, when units in it are being picked (is being picked from), or when it holds units that may not be moved (contains items that may not be moved).

The from-bin and to-bin, and the container, must all be in the same location.

Standard bin locations

If the to-bin is the standard bin location of another product, the move is refused: A-01-01 is standard bin location for product ABC123. For a container, this check is done for every product in it.

What happens automatically after a move

• Auto-allocation: when units or a container move into a Picking bin from a non-picking bin (for example from Receiving or Bulk), Boxture right away tries to allocate backordered and pending orders for the products moved. Stock that has just been put away is used straight away. See Allocation and Backorders.
• Replenishment: when the moved units belong to a pick list line that is waiting for replenishment, that line is updated so the picker can continue. See Replenishment.
• The success message links to the moved inventory items.

Moving many containers by import

To move a list of containers, go to Containers and choose Move in the menu. This opens the container moves import. Note that this import moves containers to a Receiving bin location of the location you specify. See Containers and Imports.

Tips

• Put received goods away promptly. Units in a Receiving bin are in stock, but can't be allocated.
• When scanning, the container field accepts the short container name, such as D4AE48AE.
• To move units to another warehouse, use a transfer order so the shipment, transit and receipt are recorded.