Create Move Order
In this help document, you’ll learn the how to create a move order in Zoho ERP.
Here’s how you can create a move order,
Prerequisite:
- Enable the Locations feature to access this feature.
- Enable the Move Orders module in Settings.
- Navigate to Inventory on the left sidebar.
- Go to Warehouse Operations in the top Module bar.
- Click Move Orders in the dropdown.
- Click +New in the top right corner
- Your Move Order# by default is auto-generated. You can click the Gear icon and enter it manually.
- Enter the Date when you want the move order to take place.
- Choose the Location/Warehouse Name from the dropdown.
- Add the reason for moving the items in Internal Notes.
- Select the items and their quantity you wish to move within your organisation in the item table.
- Click Select Source Bins to choose the bins and enter the quantity from which the item will be taken. If it is a serial or batch tracked item add their respective details.
- Click Select Destination Bins to choose the bins and enter the quantity where the item will be placed.
- You can also add multiple bins by clicking + New Row.
- Click Save.
Add Serial Numbers
- Enter the required details in the creation page.
- Click Select Serial Numbers and Bins below the item quantity.
- Select the serial numbers of the items to be taken from the source bin by clicking the dropdown.
- You can also view the serial numbers for the item in the source bin by clicking View Source Bin.
- Choose the destination bin in the Dropdown to place the item.
- You can also add multiple bins by clicking + New Row.
- Click Save.
Add Batches
- Enter the required details in the creation page.
- Click Select Source Batches & Bins below the item quantity.
- Select the batch from Source Batch Reference#, Source Bins, and Quantity Out from the respective dropdowns.
- Click +New Row to add another source bin.
- Click +Select Another Batch to choose additional batches.
- Click Add Destination Batched & Bins to select the destination bins.
- Select the destination bins and add quantity.
- Click +New Row to add another destination bin.
- If you wish to delete a row, click the Cross icon on the right side of the row.
- If you want to delete the batch, click the Trash icon below and click Save.