Table of Content

Introduction

Movements - process in which an employee registers fact of movement SKU between warehouses (including automobile ones).
For example, if there is not enough goods left in employee's car, he can move goods from warehouse or another employee's car.
To record that income or shipment of SKUs, you need to create document Movement.

Attention!
Document creates movement of registers of balances on mobile device and in ST-Mobi.com!

Calling dialog form:

   > Route > Operations on route > Movement.
   > Journal >  > Movement.

Helpful Hint

Algorithm of document proccessing:

  1. Open dialog form.
  2. Fill in details of document.
  3. Fill in table.
  4. Click Next.
  5. Click Save.

Document appearance

By default, tabular part of Movement document looks like this:

Attributes of tabular part of document

TitleDescription
SKUSKU name.
CodeProduct code / article number (field is hidden by default).
Rec. quantityRecommended minimum quantity of product residues in employee's car.
Quantity

Type of movement (income or outcome) is indicated in details of document.

  • For income - quantity of goods to be moved from warehouse to employee's car.
  • For outcome - quantity of goods to be moved from employee's car to another warehouse or car.
On VAN stockRests of goods in employee's car.
On warehouse stockRests of goods in warehouse stock.
WeightWeight of transported goods

Display of columns, their width and relative position can be customized.

Document details

Helpful Hint
Check details before you start filling out document.
This will avoid mistakes (for example, not registering income of goods instead of outcome).

TitleDescriptionEditable
Type of SKU movement
  • Income - SKU are moved from warehouse to employee's car.
  • Outcome - SKU are moved from employee's car to another warehouse or car.

Sender WarehouseName of warehouse (ground or automobile) from which SKU will be shipped.


only for Income movement

Receiver WarehouseEmployee's car (car warehouse of the current route).


only for Outcome movement

Data entry

  1. Select cell at intersection of SKU and column, a calculator will appear.
  2. Enter desired value.
  3. Click OK.
  4. After entering data for all necessary SKUs, click Next.

Additional features

Fill in column Quantity with recommended quantity of SKUs

 > Fill in recommended quantity

Get up-to-date information on SKUs

 > Exchange

Clear document

 > Clear

Add or remove columns

 > Configure Columns

Final report

After entering data for all necessary SKUs, click Next, final report will open.

Additional features

Add comment to document

Print document

Change details

 > Details

Back to document editing

Edit

Document save

To save document, in final report, click Save.
System will send document to ST-Mobi.com at the next data exchange session.
After saving document, quantity of SKUs in employee's car (column Available) will increase / decrease by amount specified for income / outcome.

Frequently Asked Questions

  1. How does Moving differ from Additional loading requisition?
    In document additional loading requisition, employee indicates how much goods he plans to pick up from distributor's warehouse.
    Document reflects an intention, not a fait accompli.
    It can be used to import requests to storekeeper's workplace in ERP so that he starts preparing SKUs while employee is still on his way.

  2. Is it possible to change type of movement if document is already saved?
    Type of movement cannot be changed in a previously saved document.

  3. Why don't I have such document on my mobile device?
    Documents of shipment from board, movement and additional loading requisition become available on mobile device only if employee works according to Van Selling scheme.
    To enable an employee to trade from board, it is necessary to specify value of car warehouse setting in employee card in Employees directory of ST-Mobi.com.

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