Warehouse Movement: General Area

Field

Used for

Source warehouse

Select a warehouse from which goods are to be withdrawn. Select a source warehouse from the list of created warehouses.

• It is an autocompleted field. A  warehouse set as your company's default warehouse is suggested as a source warehouse. It is retrieved from the My company settings directory where the default warehouse was specified under the Preferences tab. Still, you can select an alternative source warehouse instead of the default one if necessary.
• It is a required field. If you delete the autocompleted warehouse and do not select an alternative one, you will not be able to save the document.
• If multiple warehouses are not allowed in the system (Multiple warehouses option is turned off in My company settings), this field will not be displayed on the form. The default warehouse selected in My company settings will be used for inventory or accounting transactions.

Destination warehouse

Select a warehouse you will transfer the goods to. Choose a destination warehouse from the list of created warehouses.  

You can select one and the same warehouse as both source and destination warehouses if you wish to transfer goods within one warehouse but between its different sections or if you wish to move goods between different inventory accounts.

• It is an autocompleted field. A warehouse set as your company's default warehouse is suggested as a destination warehouse. It is retrieved from the My company settings directory where the default warehouse was specified under the Preferences tab. Still, you can select an alternative source warehouse instead of the default one if necessary. 
• It is a required field. If you delete the autocompleted warehouse and do not select an alternative one, you will not be able to save the document.
• If multiple warehouses are not allowed in the system (Multiple warehouses option is turned off in My company settings), this field will not be displayed on the form. The default warehouse selected in My company settings will be used for inventory or accounting transactions.

Number

Document number is assigned automatically when you save the warehouse movement document based on the selected numerator.

Users with the appropriate permissions can override the auto-generated number and enter it manually.

After overriding the warehouse movement document number, automated numbering will proceed in the same manner but using the manually set number as a start value.

Date

Date field is automatically assigned the date and time when the new warehouse movement document was created.

Date field indicates the posting date and time, the document date and time as well as the date and time when the movement is to take place or when it took place.

You can override the auto-generated date and enter it manually.

• It is a required field. If the document date is not specified, you will not be able to save the document.

Note

Add any extra details regarding the transfer of goods if needed.

Attachment

Add any additional files or external links related to the warehouse movement. 

• You can upload images, text files, PDF files, spreadsheets, compressed files and other data files (for example, CSV and XML files).
• You can download uploaded attachments to your device by clicking a file name.