Purpose
Use Warehouse Management to record Goods Receipts, post inbound inventory, create and approve Material Releases/Stock Issues, post outbound or transfer movements, and review Stock Movement and Stock Card records.Preconditions
- The Warehouse module is enabled and the user has the correct warehouse/owner scope.
- Warehouse, rack/location, owner/project, item/part, unit, batch/serial, and document masters exist.
- An approved source document authorizes receipt, movement, or issue.
- Physical quantity/condition and customs or bonded references are available when applicable.
- The user knows the organization’s stock selection, inspection, and counting procedures.
Workflow
- Create a Goods Receipt and load outstanding Purchase Order details when applicable.
- Confirm product, quantity, unit, cost, warehouse, department, and receipt references.
- Post the Goods Receipt to create the inbound stock/accounting movement.
- Create a Material Release or Stock Issue for consumption or transfer.
- Use Ask For Approval and complete the configured release approval.
- Post the approved Material Release/Stock Issue.
- Review Stock Movement, Stock Card, and inventory balances.
Step-by-step
1
Create or confirm the inbound source
Verify warehouse, owner/project, supplier/customer, item, quantity, unit, batch/serial, and document/customs reference.
2
Record Goods Receive
Enter actual received quantity and condition and record discrepancies according to procedure.
3
Complete putaway
Assign accepted stock to the correct rack/location and confirm the movement.
4
Verify inbound stock
Review the Stock Card or Stock Summary for item, owner, batch/serial, and location.
5
Create the Delivery Request
Enter recipient, destination, items, quantities, due date, and authorization reference.
6
Prepare the Picking Instruction
Select eligible stock using the organization’s FIFO/FEFO/batch/serial/location policy.
7
Record Goods Issue and Delivery Note
Confirm picked/issued quantity, condition, recipient, transport, and handover evidence.
8
Record movement and reconcile
Use Relocation or Transfer Order for stock moves and investigate report/physical differences.
Screenshots
No sanitized current-version Warehouse screenshots are stored in the repository yet.
Result
Inventory quantities and locations reflect supported physical movements, inbound/outbound documents are traceable, and stock reports can be reconciled to physical evidence.Approval
Goods Receipt uses Posting rather than an active Goods Receipt approval status. Material Release/Stock Issue uses Ask For Approval, approver records,Approved, revision/rejection handling, and posting. Purchase Requests and Purchase Orders also have their own approval controls before receipt where those purchasing flows are used.