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.
   

   Post 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 Ginesys Web - Inventory - WMS - Transactions - Put Away. This will open the Put Away module.
   
   
2. Click on the Add button. This will open the Add Put Away window.
   
   
   

3. Add the details like Entry No., Date, From stock point, Remarks etc.
   

   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.

   
   

4. In the Items & Bin Details tab, select items using the three available options: They are - Manual Scan, Search Item & Populate and Import CSV. 
   
   
5. If you want to select items using Manual Scan, then follow the steps:
   

   1. Click on the Manual Scan button. It opens the Manual Scan window.

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

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

         Choose the Bin No. from the drop-down.

         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 Automatic, then scan the item (the scanned barcode shall appear in the Item Barcode field). Select the Bin No. from the drop-down. Press Enter or click on the Accept button.
         

         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.

         Applicability of Item sets

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

         
         

   3. After adding all the required items, click on the Cancel button to close the Manual Scan window.
      
      
6. If you want to select items using Search Item & Populate, then follow the steps:

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

        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’

       

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

   3. In the Allocate Bin column, click on the Allocate button. A new window opens. Select the bin from the Bin No. drop-down. Add quantity in the Qty. field and click Add. Click on Populate.

   4. Repeat the steps for other items.

      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.

   5. Click on Populate.
      
      

7. You can also select items using Import CSV.

   Following conditional column has been introduced to incorporate batch/serial functionality -  Batch/Serial

   • If item is Batch/Serial managed, then mandatory

   • Else, should be NULL

   
   

8. 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.

   IMPORTANT

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

9. Once the items are added, click on the Save button. The Post Confirmation 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 Yes, otherwise click No.
   
   
10. Entry no. <Entry no.> generated successfully. - message displayed on the screen.

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.
   
   

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.
   

   You will notice a new tab- Transaction Details. This 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 Save button. The Post Confirmation 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 Yes. Otherwise, click No.
   

   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.

   
   

4. Once all modifications are done, click on the Save button.
5. Record Modified Successfully. - message will be displayed.

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 you sure you want to delete this transaction? If you want to proceed, click Yes, or else click No.
   
   
3. If you select Yes, then a message - Document No:<Document No.> - deleted successfully. - will be displayed. Click OK.
4. If you select No, then you will be directed back to the 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.
   
3. If you select Yes, then a message - Document No: <Document No.> - Successfully posted. - will be displayed. Click OK.

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

Prerequisites

1. The users' role must have access to the Print 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).