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Moving Items to a Different Storage Location within the Same Storage Area

Kevin U
  • Updated

Moving Items to a Different Storage Location within the Same Storage Area

Via either the Inventory On Hand screen or an open Inventory Worksheet, you can move items to a different storage location within the same storage area.

Via the Inventory On Hand Screen

Via the Inventory On Hand screen, you can move a single item to a different storage location within the existing storage. To do so, complete the following steps:

  1. From the left navigation sidebar, select Inventory > Inventory On Hand. The Inventory On Hand screen appears with the storage area tabs at the top of the screen.
     
  2. You must enter the storage area settings to re-assign items to a different storage location. To do so, click that settings icon (gear_icon.png) on the tab of the storage area you want to open (first screenshot below). The screen specific to the storage area appears (second screenshot below).  

    click_storage_area_gear.png

    dry_storage_area_populated.png
     
  3. For the item to be moved to a different storage location, simply drag-and-drop it from its current storage location to the desired storage location. 

    move_to_storage_location.png

Via an Open Inventory Worksheet

Via an open Inventory Worksheet, you can move one or more items to a different storage location within the existing storage area. To do so, complete the following steps:

  1. Select Inventory > Inventory Worksheets. The Inventory Worksheets screen appears, listing any existing worksheets.
     
  2. Click the name of the open worksheet to open it. 

    worksheet_open.png
     
  3. Select the desired storage area tab. 
     
  4. If moving a single item, complete the following steps:
     
    1. For the item to be moved, click its gear icon in the Actions column, and select Edit Location (first screenshot below). The Edit Location window appears (second screenshot below). 

      IW_gear.png

      edit_location.png
       
    2. From the Move To drop-down, select the desired storage area/storage location combination.
       
    3. If the item could be in two storage areas, then from the Also add product to drop-down, select the other storage area/storage location combination. For example, milk as a product could be in the main dairy fridge and a secondary fridge, and you want both storage areas to be considered during your inventory count. 
       
    4. Click Save to apply your changes and close the window. 
       
  5. If moving multiple items, complete the following steps:
    1. Select the check boxes of the items to be moved, and then click the Bulk Edit button (first screenshot below). The Bulk Edit window appears (second screenshot below). 

      bulk_edit.png

      bulk_edit_window.png
       
    2. From the Move To drop-down, select the desired storage area/storage location combination.
       
    3. If the items could be in two storage areas, then from the Also add product to drop-down, select the other storage area/storage location combination. For example, milk as a product could be in the main dairy fridge and a secondary fridge, and you want both storage areas to be considered during your inventory count. 
       
    4. Click Save to apply your changes and close the window.