Putaways
Putaway is the process of moving items from the Receiving Area to their designated storage bin in the warehouse. After items are received through purchase receipts, transfer orders, or sales returns, you can create a putaway to assign them to specific bins.
Create Putaway
To create a putaway,
Prerequisite:
- The Putaways module is available only if bins locations are enabled for any location in your organization.
- To create a putaway, items must be available in the Receiving Area of the warehouse or business location.
- Navigate to Inventory on the left sidebar.
- Go to Warehouse Operations in the top Module bar.
- Click Putaways in the dropdown.
- Click +New in the top right corner.
- Enter the required details.
| Fields | Description |
|---|---|
| Putaway# | Enter the putaway number. To configure the numbering method: 1. Click the Gear icon in the textbox. 2. Choose one of the following options: Continue auto-generating putaway numbers * Enter the Prefix and Next Number. * Putaway numbers will be generated automatically based on this configuration. Enter Putaway Numbers Manually * Enter the putaway number manually each time you create a putaway. 3.Click Save. |
| Date | Enter the date when the putaway is created or scheduled. |
| Location Name | Select the location from which the items will be moved from the Receiving Area |
| Internal Notes | Enter additional comments or instructions related to the putaway. |
Select the item in the Item Table. To add more items, click +Add Items.
Pro Tip: Click Scan Item in the right corner of the putaway table to scan items and add
Enter the quantity you wish to transfer from the selected location’s Receiving Area in Quantity Transferred.
Click Select Bins below the quantity.
In the pop-up, select the destination Bin Location and enter the quantity of items needs to be transferred from the selected bin.
If it is a serialized item, click Select Serial Numbers.
- Select the Destination Bin from the dropdown.
- Click the Serial Numbers dropdown and select the serial numbers you wish to transfer to the destination bin.
- Click +New Row to add more bins.
If it is a batch-tracked item, click Select Batches & Bins.
- Select the Receiving Area Batch and the Destination Bin.
- A single batch can contain multiple items, which can be distributed across different destination bins. Click + Add Bin to add another destination bin for the same batch.
- Click + New Row to add additional batches.
Click Save, once done.
Click Generate Putaway.
Other Actions
You can perform other actions such as,
- Edit
- Delete
- Download PDF
Edit
You can edit the details of a putaway, when changes are required.
To edit the putaway,
- Navigate to Inventory on the left sidebar.
- Go to Warehouse Operations in the top Module bar.
- Click Putaway in the dropdown.
- Select the putaway you wish to edit.
- Click Edit in the putaway details page.
- Edit the required details and click Save.
Delete
You can delete the putaway if it is no longer required.
To delete the putaway,
- Navigate to Inventory on the left sidebar.
- Go to Warehouse Operations in the top Module bar.
- Click Putaway in the dropdown.
- Select the putaway you wish to delete.
- Click Delete in the putaway details page.
- Click Delete to confirm your action.
PDF/Print
You can download or the print putaway details for physical reference or documentation purposes.
To download or print a putaway,
- Navigate to Inventory on the left sidebar.
- Go to Warehouse Operations in the top Module bar.
- Click Putaway in the dropdown.
- Select the putaway you wish to download or print.
- Select the required action,
- PDF - to download as PDF
- Print - to print the putaway.