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When the goods supplied to the warehouse is segregated into various bins, stored to be sent to other retail sites to be sold to end consumers or returned to suppliers for some reason - this action of segregating supplied goods into bins is known as Put Away.

Expand
titleAdd Put Away

Prerequisite

  1. The users' role must have access to the Add app operation in the Put Away feature in Inventory - WMS - Transactions through Roles in Ginesys Web - Admin - Security.

    Info
    titlePost Inventory

    If you want post inventory, then you need to have the access to the Post Inventory app operation in the Put Away feature in Inventory - WMS - Transactions through Roles in Ginesys Web - Admin - Security.


  2. The bins must be present.

  3. Items must be present in the Item Master. In case, Item Sets need to be scanned hey must be created through Ginesys Desktop - Inventory - Setup - Item Set

Step-by-step guide

The steps are as follows:

  1. Go

to 
  1. to Ginesys Web - Inventory - WMS - Transactions - Put Away. This will open

the 
  1. the Put Away

 module
  1.  module.

  2. Click on

the 
  1. the Add

 button
  1.  button. This will open

the 
  1. the Add Put Away

 window
  1.  window.
    Image Modified

  2. Add the details

like 
  1. like Entry No., Date, 

From stock
  1. From stock point, Remarks etc.

    Info

    Entry No., Date, From stock point are mandatory fields. You can select the Entry No. and From stock point from the drop-down and select the Date from the date picker. You can also put in Remarks.


  2. In the Items & Bin Details tab,

select
  1. select items using the three available options: They are - Manual Scan, Search Item & Populate

 and 
  1.  and Import CSV

  2. If you want to select items

using 
  1. using Manual Scan, then follow the steps:

    1. Click on

the 
    1. the Manual Scan

 button
    1.  button. It opens

the 
    1. the Manual Scan

 window
    1.  window.


    2. Select the required Qty Population Mode from the available options, i.e., Manual

 or 
    1.  or Automatic.

      1. If you chose Manual, then manually type in the Item BarcodeBin No. and Quantity fields. Press Enter key or click on the Accept button.

        Info

        Choose the Bin No. from the drop-down.


        Tip

        Suppose you want to add an item with a particular barcode or from a specific bin, but do not wish to type / select it repeatedly. In that case, select the Retain this Value checkbox provided beside the options respectively. 

        Deselect the checkbox when you want to change the barcode or bin.


      2. If you

chose 
      1. chose Automatic, then scan the item (the scanned barcode shall appear in the Item Barcode

 field
      1.  field). Select the Bin No. from the drop-down.

 Press 
      1.  Press Enter or click on

the 
      1. the Accept button.

        Tip

        Suppose you want to add an item with a particular barcode or from a specific bin, but do not wish to type / select it repeatedly. In that case, select the Retain this Value checkbox provided beside the options respectively. 

        Deselect the checkbox when you want to change the barcode or bin.


        Info
        titleApplicability of Item sets

        Manual Scan may also be done for Item Sets created through Ginesys Desktop - Inventory - Setup - Item Set


    1. After adding all the required items, click on

the 
    1. the Cancel

 button
    1.  button to close

the 
    1. the Manual Scan

 window
    1.  window.

  1. If you want to select items

using 
  1. using Search Item & Populate, then follow the steps:

    1. Click on

the 
    1. the Search Item & Populate button. It opens

the 
    1. the Search Item & Populate window.

      Page Properties
      idSearch Item and Populate Window

      Following columns have been introduced to incorporate batch/serial functionality. The columns are view only, can be hidden and have to be selected from column chooser to be visible.

      • Batch/Serial No.

      • Mfg. Date

      • Valid Up to

        Note

        Only Barcode wise & Batch/Serial No. wise unique records will show in the grid.


      • On clicking the Populate button, Items with defined Quantity >'0' will be considered as per below behavior.

        • If item selected is Inventory Managed Item wise the existing application flow will be followed

        • If item selected is Inventory Managed Batch/Serial wise, open a popup named ‘Batch/Serial Information

        • If barcode containing (ICODE/OEM Barcode + Batch/Serial Information) is scanned, populate, batch/serial wise item with bin details and quantity in grid
      Image Modified Image Modified


    2. Click on the Select Item button to add items. 

    3. In

the 
    1. the Allocate Bin

 column
    1.  column, click on

the 
    1. the Allocate

 button
    1.  button. A new window opens. Select the bin from

the 
    1. the Bin No.

 drop
    1.  drop-down. Add quantity in

the 
    1. the Qty.

 field
    1.  field and

click 
    1. click Add. Click

on 
    1. on Populate.

    2. Repeat the steps for other items.

      Tip

      You can also click on the Allocate To Default Bin button. A window appears saying that the pending item quantity in other rows would be allocated to the default bin. If you want to allocate all items to the default bin, then click Yes, otherwise click No.

      If you click Yes, then All Rows updated Successfully. - message is displayed  Click OK.

      If you click No, then allocate the items as described above.


    3. Click

on 
    1. on Populate.

  1. You can also select items using Import CSVFollowing column has been introduced to incorporate batch/serial functionality -  Batch/Serial, it is mandatory for Batch/Serial managed item.


  2. Now go to the User Defined Field (UDF) tab. Fill up the necessary details in the fields provided and especially those marked as mandatory. The User Defined Fields or the UDF are configured by the users if they want the fields to exist. It is for the user to enter the value as per the demands of his company's policies.

    Tip
    titleIMPORTANT

    The fields in this section are set up from the UDF master in Ginesys Web > Admin > Utilities > User Defined Fields (UDF)


  3. Once the items are added, click on

the 
  1. the Save

 button
  1.  button.

The 
  1. The Post Confirmation

 window
  1.  window appears saying that the stock will be posted on the entry date and modifications will be restricted after posting. If you want to post inventory, then

click 
  1. click Yes, otherwise

click 
  1. click No.

  2. Entry no. <Entry no.> generated successfully. - message displayed on the screen.


Expand
titleEdit Put Away

Prerequisites

  1. The users' role must have access to the Modify app operation in the Put Away feature in Inventory - WMS - Transactions through Roles in Ginesys Web - Admin - Security.

  2. Only the Put Away documents that are in Open state can be edited.

Steps

  1. Select a Put Away record and double click on the record. The Edit Put Away window opens.
    Image Modified

  2. You can modify the following fields - Date, From Stock Point and Remarks. You can also add and modify the Item & Bill Details tab & User Defined Field (UDF) tab.

    Info

    You will notice a new tab- Transaction DetailsThis is a display only tab showing details of users who worked with the particular Put Away document and the time of their operations. This displays three types of information - Creation Information, Modification Information and Posting Information.


  3. Once the items and/ or item sets are added, click on

the 
  1. the Save

 button
  1.  button.

The 
  1. The Post Confirmation

 window
  1.  window appears saying that the stock will be posted on the entry date and modifications will be restricted after posting. If you want to post inventory, then

click 
  1. click Yes. Otherwise,

click 
  1. click No.

    Tip

    Once batch/serial is implemented, negative stock checking before inventory posting will be done in the following sequence -

    • Barcode - Batch/Serial No. - Selected stock point.


  2. Once all modifications are done, click on

the 
  1. the Save

 button
  1.  button.

  2. Record Modified Successfully. - message will be displayed.


Expand
title Delete Put Away

Prerequisites

  1. The users' role must have access to the Delete app operation in the Put Away feature in Inventory - WMS - Transactions through Roles in Ginesys Web - Admin - Security.

  2. Only the Put Away that are in Open state can be deleted.

  3. Entry date of the document should be in Open state.

  4. Accounting year should be in open state as per the entry date.

  5. Entry date should be within the user's permissible lock days.

Steps

  1. Select a Put Away record and click on the Delete option (from the Actions menu). 

  2. A confirmation window will appear with the message - Document once deleted cannot be retrieved.

 Are
  1.  Are you sure you want to delete this transaction? If you want to proceed,

click 
  1. click Yes, or else

click 
  1. click No.
    Image Modified

  2. If you

select 
  1. select Yes, then a message - Document No:<Document No.> - deleted successfully. - will be displayed.

Click 
  1. Click OK.

  2. If you

select 
  1. select No, then you will be directed back to

the Put Away module
  1. the Put Away module.


Expand
title Post Inventory in Put Away module

Prerequisites

  1. The users' role must have access to the Post Inventory app operation in the Put Away feature in Inventory - WMS - Transactions through Roles in Ginesys Web - Admin - Security.

  2. Document's status should be Open, i.e. it should be in un-posted state.

  3. Entry date of the document should be in Open state.

  4. Accounting year should be in open state as per the entry date.

  5. Entry date should be within the user's permissible lock days.

  6. Negative stock check should not fail.

Step-by-step-guide

  1. Select a put away record and click the Post Inventory option (from the Actions menu).

  2. A confirmation window appears with the message - Documents once posted cannot be modified. Do you want to proceed? If you want to proceed, click Yes, or else click No.

Image Removed
  1. Image Added
  2. If you select Yes, then a message - Document No: <Document No.> - Successfully posted. - will be displayed. Click OK.

  3. If you select No, then you will be directed back to the Put Away module. 


Expand
title Print Put Away record

Prerequisites

  1. The users' role must have access to

the 
  1. the Print

 app
  1.  app operation in the Put Away feature in Inventory - WMS - Transactions through Roles in Ginesys Web - Admin - Security.

Steps

  1. Select a Put Away record and click the Print option (from the Actions menu).

To go back to the main page click on Managing the transactions in WMS