Storage items

Under the tab Storage items you can see and search among the articles in your storage.

If you want to see more information about a storage item, click on the article. This will give you detailed information about which orders the article is reserved for, which orders the article is in, purchase orders and, if you have specified a reservation offset, which orders the article will be reserved for (Pending).

Storage items are updated continuously, but if you feel that the number is not correct (you may have just placed a purchase order that is not included), click the Correction button and the number will be updated.

If you click on the article number when you are on an storage item (as in the image above), you will be taken to the article record in the Article Register. Under Used in – In stock you can see more inventory information about the article. Here you will find more history and transaction history about the article.

If you have the inventory function in Fortnox, click on View and the quantity, reserved quantity and available quantity in Fortnox will also be displayed.

If you want to remove an article as a storage item, you can do so on the storage item’s record or in the article register. Only articles and storage items that have not been used on any orders can be removed.

Regarding the date displayed:

Sales order = delivery date, if none is available a ? is displayed.
Work order = planned date
Service order = order date or service protocol date if available

Set storage place

Do this:

1. Select a storage under Storage.
2. Click Edit
3. Locate the article and fill in the storage place
4. Save

You can also specify the storage place when making an delivery (an internal storage movement). Learn more about Deliveries.

Do this:

1. Click on Deliveries.
2. Click on +.
3. Choose from which storage to which storage. Choose the same storage – unless you are moving the article between different storages at the same time.
4. Locate the article you want to specify a storage location for and a field will open where you can specify the storage location.
5. Save and then Sign the delivery.

Inventory single article

If you want to take inventory of goods, you can select individual or multiple goods right here under Storage Items. Learn more in the article Inventory.

When is an article withdrawn from storage?

An article is reserved in the storage when it is added on a service protocol.

An article is taken out of storage when the order is signed.

Set Order Point

Set up a signal to alert you when it’s time to order more of an article in stock. When the value falls below the limit, the article will be marked red in the list view.

Do this:

1. Select a storage
2. Click Edit
3. A field for Order point opens (see image 3). Enter a value.
4. Save.

If there are articles that need to be ordered, you will find the Order Stock button at the bottom of the inventory list. Click it and a purchase order will be created with the articles. Learn more about order stock here.

Deliveries

Under Deliveries you do and see the incoming and outgoing deliveries to your stock.

Incoming delivery

Click on the +-symbol to make an incoming delivery.

1. Select under To storage which storage the delivery should be made to.
2. If the From stock field appears, leave it blank.
3. Select articles to be put into the storage. If you see the barcode symbol, you can use a barcode reader (scanner with Bluetooth connection) to add an article.
4. If you have activated the storage setting “Show print quantity on deliveries”, you may specify how many copies of labels to be printed in the column PRINT AMOUNT.
5. Save.
6. Sign the delivery. No delivery or updates of amount is done until signing.

NOTE: Manual deliveries created in Visma are not synced, however manual deliveries in our warehouse system are synced with Visma. So ALWAYS make manual deliveries in our storage system if you use Visma’s storage.

Inbound via Purchase order

It is also possible to make a delivery from a purchase order. Open the purchase order. Click the Create delivery button at the bottom of the page.

Select the articles you want to add to the storage and to which storage and storage place (if applicable) they should be added to. See image 4.

Move items between storages – Outbound delivery

When moving items between storages, fill in the From storage and To storage fields. If the item is in the “From storage”, you will see the quantity in that storage when you search for the item. See image below.

Click the +-sign to make an outgoing delivery

1. Select under From storage which storage the outgoing delivery are to be made.
2. Select To storage.
3. Select articles to be delivered. If you see the barcode symbol, you can use a barcode reader (scanner with Bluetooth connection) to add an article.
4. Add, if any, a comment regarding the delivery.
5. Click Save and then sign the delivery.

Outgoing delivery

Click on the + sign to make a delivery and the item will no longer be in your inventory.

If you have replaced an item that is in stock, you need to make a delivery of the replaced item.

1. Select under From storage which storage the outgoing delivery are to be made.
2. Leave the field To storage empty.
3. Add, if any, a comment regarding the delivery.
4. Select articles to be delivered. If you see the barcode symbol, you can use a barcode reader (scanner with Bluetooth connection) to add an article.
5. Click Save and then sign the delivery.