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:
- 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.
- You must enter the storage area settings to re-assign items to a different storage location. To do so, click that settings icon (
) 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).
- 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.
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:
- Select Inventory > Inventory Worksheets. The Inventory Worksheets screen appears, listing any existing worksheets.
- Click the name of the open worksheet to open it.
- Select the desired storage area tab.
- If moving a single item, complete the following steps:
- 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).
- From the Move To drop-down, select the desired storage area/storage location combination.
- 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.
- Click Save to apply your changes and close the window.
- 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).
- If moving multiple items, complete the following steps:
- 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).
- From the Move To drop-down, select the desired storage area/storage location combination.
- 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.
- Click Save to apply your changes and close the window.
- 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).