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Moving Inventory while Performing the Count


You can choose to move a product while performing a cycle count. If you scan an expired product, you can choose to set it aside and record the part move before you scan the next product. This can also be done while performing a count by electronic addition of product and assets

To move a product from the Scan Barcodes view while scanning products during a count

  1. While in the Scan Barcodes view, tap Move.

    NOTE:  After scanning expired product, an Expired Product pop-up will appear. Acknowledge this message by tapping OK on the pop-up.

    The following table explains some of the fields:

    Field
    Description
    Pre-Default Value

    Type

    Transaction Type

    Stock Transfer

    From

    Source Inventory Location

    Inventory location on which the cycle count is being performed.

    To

    Destination inventory location

    Representatives' inventory trunk, if defined.

    Product

    Product being moved.

    Product name of the product that was scanned.

    Qty

    Quantity

    Read-only depending on how the product is defined in Product Administration view.

    Requires Approval

    Check flag indicating whether part move requires a signature approval.

    Read-only.

  2. Review and update information as needed.
  3. Tap Accept to accept the part move, or Cancel to void the transaction.

    NOTE:  Upon tapping Accept for a move that requires approval, an Error dialog box will appear specifying: "The Part Move could not be committed due to a cycle count in progress at the Source Location. Your request has been saved and will be processed when the Cycle Count has been completed at the Source Location."

  4. Tap OK to acknowledge and navigate back to the Part Move view.
  5. Tap the Back button to go back to the Scan Barcodes view.

To move a product from Cycle Count Detail view while performing a count by electronically entering products and assets

  1. After electronically adding an asset, navigate to the Product Detail View.

    For information on adding an asset, see To add products to a cycle count.

  2. Select the asset you want to move and tap Move.

    The Part Move form appears with product, asset, and inventory information prepopulated.

  3. Review and update information as needed.
  4. Tap Accept to accept the part move or Cancel to void the transaction.

    NOTE:  Upon tapping Accept for a move that requires approval, an Error dialog box will appear specifying: "The Part Move could not be committed due to a cycle count in progress at the Source Location. Your request has been saved and will be processed when the Cycle Count has been completed at the Source Location."

  5. Tap OK to acknowledge, and navigate back to the Part Move view.
  6. Tap the Back button to go back to the Product Detail View.
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