Total Control of Warehouses, Transfers, and Counts

This collection provides step-by-step instructions for organizing warehouses into picking locations, managing stock movement through formal and quick transfers, and performing precision inventory counts.

Video Guide for Total Control of Warehouses, Transfers, and Counts

Organizing Categories & Warehouses

Creating Product Categories

Creating a New Warehouse

Adding Picking Locations

Managing Stock Transfers

Quick Transfers (Instant Movement)

Creating Formal Transfer Orders

Inventory Cycle Counts

Full vs. Partial Location Cycle Counts

Review & Approve the Cycle Count

Advanced Units of Measure: Boxes & Eaches

Setting Up Units of Measure (UOM)

Converting Stock with "Pack" Logic

Selling and Breaking Bulk Units

Product Variants

Generating Product Variants

Assigning Variants to Picking Locations

Lot & Serial Number Tracking

Enabling Serial Tracking Settings

Manually Creating Serial Numbers (LS Button)

Assigning Serial Numbers to Sales Orders

Tracing History with Serial Reports

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