Inventory transfers and returns

Inventory transfers and returns

Inventory transfers and returns organize the movement of goods and the work that follows it. Use this page for receipts, deliveries, internal transfers, manufacturings, batches, waves, returns, destruction certificates, inter-company transfers, scheduler runs, scrap, and landed costs. These destinations sit under Inventory operations and adjustments.

Before opening a destination, continue with Before you start.

Before you start

The inventory destinations covered here are listed under the Inventory menu. Before you begin, know which movement or return job you need to perform and which destination names it uses.

Begin with the destination that matches the work you need to do rather than entering information in an unrelated list.

When you know the work, continue with Find the inventory work.

Find the inventory work

Use this procedure when you need to reach a movement, return, destruction, inter-company, batch, or landed-cost list.

Prerequisites

• You can sign in to Sherkety ERP.
• You know whether you are looking for a movement, a return, a destruction certificate, an inter-company transfer, a batch, a wave, a scheduler run, scrap, or landed costs.

Steps

1. Open Inventory.

2. Open Operations for receipts, deliveries, internal movements, manufacturings, batches, waves, returns, and inter-company transfers.

3. Open Transfers when the destination is grouped under transfers.

4. Choose the destination that matches your work.

   If you need to…	Choose
   Work with incoming goods	Receipts
   Work with grouped movements	Batch Transfers
   Work with movements between companies	Inter-Company Transfers
   Work with returns	All Returns
   Work with destruction records	Destruction Certificates
   Work with added inventory costs	Landed Costs

Result: The destination that matches your inventory work is selected. Review the selected destination before entering inventory information.

Understand the available screens

Each inventory work type has its own destination rather than one combined entry screen.

Appearance settings control the application's look. If they open, you are not in an Inventory destination. The appearance settings include these controls:

The appearance settings screen does not show inventory grid columns. Treat these settings as appearance controls, not as fields for a receipt, delivery, transfer, return, destruction certificate, inter-company transfer, batch, wave, scheduler run, scrap record, or landed cost.

Note: The screen also provides Save and Reset To Default for its appearance settings.

When the destination is an Inventory list, continue with Process inventory movements and transfers or Handle batches, returns, and inventory extras.

Process inventory movements and transfers

Movement work records goods coming in, going out, between internal locations, through manufacturing, or between companies. Use the destination that names the movement you need.

Choose a movement destination

Prerequisites

• You know which kind of movement you are starting.

Steps

1. Open Inventory.

2. Open Operations.

3. Choose the matching destination from the table.

   If you need to…	Choose
   Receive goods	Receipts
   Deliver goods	Deliveries
   Move goods internally	Internal
   Record manufacturing movements	Manufacturings
   Move goods between companies	Inter-Company Transfers

Result: The movement destination matching your work is selected. For grouped movements, returns, or other inventory operations, continue with Handle batches, returns, and inventory extras.

Handle batches, returns, and inventory extras

Batch and wave work groups movements; returns and destruction handle goods coming back or leaving stock; scheduler runs, scrap, and landed costs cover additional inventory operations.

Choose a batch, return, or extra destination

Prerequisites

• You know which branch of inventory work you need.

Steps

1. Open Inventory.

2. Open Operations for batches, waves, returns, destruction certificates, and scheduler runs.

3. Choose the matching destination from the table.

   If you need to…	Choose
   Work with grouped movements	Batch Transfers
   Work with wave movements	Wave Transfers
   Process returns	Returns or All Returns
   Record destruction	Destruction Certificates
   Run inventory scheduling	Run Scheduler
   Record scrap	Scrap
   Apply landed costs	Landed Costs

Result: The selected batch, return, or inventory-extra destination is open. If a different screen appears, use When the screen is not the one you need.

When the screen is not the one you need

Use this procedure when the application opens appearance settings or remains at sign-in instead of showing an Inventory destination.

Prerequisites

• You know which Inventory destination you need.

Steps

1. Check the screen heading.

2. Choose the corrective action in this table.

   If you see…	Do this
   The sign-in form remains after you submit your details	Check your sign-in details and retry.
   The application menu opens instead of the requested Inventory list	Open Inventory.
   appearance settings, Menu Style, or Brand Color	Return to Inventory.

3. Choose the destination that matches your work.

Result: The Inventory destination that matches your work is selected. Continue with Know what comes next.

Know what comes next

Use Inventory Overview when you need the wider Inventory hub. Use Products, packages, and delivery for product, lot, package, and delivery records. Use Warehouses and replenishment for warehouse setup and replenishment work. Use Inventory Reporting for reporting after inventory work.