Production Inventory & Transfers

Production Inventory & Transfers coordinates warehouse receipts, internal inter-warehouse replenishment, shop floor material staging, physical inventory counts, and bulk Excel adjustments.

Inventory Overview & Transfer Types

The Inventory dashboard groups material movements by operational transfer types:

  • Purchasing Receipts: Inbound supplier deliveries.

  • Internal Transfers: Stock replenishment between factory warehouses.

  • Delivery Orders: Customer shipments and outbound dispatches.

  • Manufacturing Pickings: Material staging for active production lines.

  • Finished Goods Receipts: Post-production stock intake.

Inventory management dashboard and operational transfer types

Purchasing: Material Receipt & Inbound Warehousing

Create Material Receipt Request

Bước 1: Navigate to Inventory ‣ Operations ‣ Receipts to request material intake.

Navigating to warehouse receipts

Bước 2: Click New to create a material receipt slip.

Creating a new material receipt request

Bước 3: Enter supplier information, destination location, and requisitioned materials.

Entering receipt line items and supplier details

Bước 4: Click Mark as To Do.

Marking receipt request as to do

Process and Confirm Material Receipts

Bước 1: In the receipts list, click the Ready (Cần xử lý) filter button.

Filtering receipts in ready status

Bước 2: The purchasing officer opens the target receipt, inspects physical deliveries, and enters actual received quantities.

Entering actual received quantities on receipt slip Reviewing destination stock locations

Bước 3: Click Validate to officially record materials into the destination warehouse.

Validating warehouse receipt transaction Material receipt confirmed into destination inventory

Internal Inter-Warehouse Transfers

Bước 1: Navigate to Inventory ‣ Operations ‣ Internal Transfers.

Internal transfers menu navigation

Bước 2: Click New to generate an internal stock transfer slip.

Creating new internal stock transfer slip

Bước 3: Enter Source Location, Destination Location, and transferred material line items, then click Save.

Entering transfer locations and line items Reviewing internal transfer details

Bước 4: Click Mark as To Do for warehouse handler dispatch.

Marking internal transfer as to do

Bước 5: Warehouse handlers verify physical items and validate the transfer.

Verifying transfer items at source location Validating internal stock movement Confirmation of completed internal transfer Stock movement history and audit trail Updated stock balances across locations

Manage Warehouse Delivery Slips

Bước 1: On the Inventory dashboard, open Delivery Orders.

Delivery orders section on inventory overview

Bước 2: Warehouse managers inspect outgoing shipments to ensure on-time dispatch and accurate fulfillment.

Delivery orders queue and fulfillment statuses Confirming outbound goods delivery

Material Picking for Manufacturing by PO

Bước 1: Access the Inventory Overview dashboard.

Navigating to raw material staging slips

Bước 2: Open the Raw Material Picking screen and filter by project Purchase Order (PO).

Filtering picking slips by project PO

Bước 3: Open the transfer slip, select the Source Warehouse Location, and click Save.

Selecting source warehouse location for production picking Saving picking slip with selected warehouse

Bước 4: Click Validate. If components are partially missing, click Create Backorder to track remaining parts.

Creating backorder for missing raw materials

Bước 5: Repeat until all required components are completely staged for production.

Staging complete components for manufacturing

Detailed Bin Location Inspection

Bước 1: On the material picking slip, set the source location to Central Warehouse.

Setting source location to central warehouse

Bước 2: Click Save.

Saving picking parameters

Bước 3: On individual component lines, click the detailed operations icon to inspect specific bin locations.

Detailed operations icon for bin locations Inspecting specific storage racks and shelves Verifying lot/serial numbers and picked quantities Validating picked line items Completed raw material staging for production

Finished Goods Storage Slips

Bước 1: Under Finished Goods Storage slips, filter by project PO to track finished products.

Filtering finished goods receipts by PO

Bước 2: Open the record to verify product quantities. When status is Ready, click Validate to accept into stock.

Inspecting finished goods storage slip Validating finished goods inbound entry into inventory

Departmental Physical Inventory Management

Bước 1: Navigate to Inventory ‣ Operations ‣ Physical Inventory.

Navigating to physical inventory count

Bước 2: In the search bar, filter by warehouse location to audit stock under your responsibility.

Filtering physical inventory by warehouse location Reviewing on-hand and counted quantities Applying inventory adjustments for individual items

Export and Bulk Inventory Update via Excel

Bước 1: In the Physical Inventory view, select records and export to Excel.

Exporting physical inventory data to Excel Exported inventory Excel workbook Updating counted quantities in Excel spreadsheet Saving updated inventory file

Bước 2: In the inventory management screen, click the gear icon and select Import records.

Selecting import records in physical inventory

Bước 3: Select the updated inventory file.

Uploading updated inventory workbook Mapping inventory count columns Testing inventory import data

Bước 4: Click Apply All to synchronize on-hand inventory across all audited locations.

Clicking Apply All button for inventory adjustment Confirming bulk inventory balance updates Synchronized real-time inventory ledger