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Moving Assets while Analyzing Inventory


While discussing the results of your cycle count with your contact, you may decide to move some short-dated products to another inventory location where they have a higher probability of being used. You can initiate this move from the Inventory Assets view or from the Move Transactions view.

To move a product from Inventory Assets view

  1. Navigate to the Inventory screen, then select Assets from the Show drop-down list.
  2. In the Assets list, select asset record.
  3. Tap Move.

    Part Move form appears with product, asset, and inventory information prepopulated as described in the following table:

    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

    Representative's 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.

  4. Tap Accept to accept the part move or Cancel to void the transaction.

    NOTE:  Tapping Accept would commit the transaction. If this move requires an approval from your contact at the inventory location, you will be automatically navigated to the Move Approvals view. To move more inventory, tap Back button to navigate back to Inventory Assets view and repeat the previous steps.

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