Replenishing Trucks Using Existing Warehouse Stock (Including Consignment)
When stock is used from a truck, the items used are added to the replenishment list. The replenishment list is used to restock the truck by either creating Purchase Orders from the vendor we acquire the parts from or, by creating Transfers to restock the truck using existing stock in the branch’s warehouse.
Whether restocking from a consignment warehouse or from owned inventory, the process is the same.
Replenishing from existing warehouse stock involves performing an Inventory Transfer. The transfer process includes three steps, each with an associated status:
- Pending: The pending status occurs after the initial transfer has been created with a list of items to move from one warehouse to another.
- Picked: The picked status indicates the listed materials have been "picked" and placed into a bin for the technician.
- Received: The received status is used to update the transfer as "received" once the technician has confirmed they received the materials.
Note: An unneeded Transfer can be Canceled and will appear with a status of Canceled
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