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There are multiple ways you can move items in Windfall. With every method, the end result will have your inventory in a new location. This document will cover the process of moving one or multiple pieces of inventory by way of the inventory grid. |
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The other two methods for moving inventory can be reviewed here: |
Select Inventory
Navigate to the customer that needs inventory moved. Select the ‘Inventory’ tab within that customer.
Check the boxes next to the inventory you want to move. Select ‘Move’, then select ‘Move to New Location’.
Move Inventory Screen
When the ‘Move Inventory’ screen appears, you will be able to move your selected inventory to its new location. The inventory items will appear on the left side, and the list of locations will appear on the right.
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You can switch to view locations in other warehouses by using the drop down box in the upper right corner of the ‘Move Inventory’ screen. |
Move Individual Item
To move pieces one at a time, select the inventory piece, then the new location. Hit the ‘Move’ button at the top to save the change.
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Once the ‘Move’ button has been hit, you will see the change in location reflected under ‘Current Location’ on the left side of the ‘Move Inventory’ screen. |
Move Multiple Items to One Location
To move multiple items to one location, select all the items you wish to move from the list on the left. Then select the new location on the right.
Move Multiple Items to Multiple Locations
If you select multiple items AND multiple locations, the items are assigned in a load balance. The first tag will go to the first locations, the second tag to the second locations, and so on until each location has an item.
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You can close the ‘Move Inventory’ box when you are finished moving inventory. |
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