How do I add a storage unit to loose stock?

How do I add a storage unit to loose stock?

How to Add a Storage Unit to Loose Stock

This article explains the two main ways to assign a storage unit to loose stock in Clarus WMS. You can either revert the original receipt or use the 'Add Stock' feature, depending on your stock's status.


Step-by-Step Guide

Option 1: Revert the Original Receipt

The first way to add a storage unit is to undo the original booking-in receipt. After reverting, you can then add a storage unit to that specific stock line.

WarningWARNING: This method only works if no stock from that receipt has been moved or allocated. If it has, you cannot revert the receipt.


Option 2: Use the 'Add Stock' Feature

If reverting the receipt is not possible, you can manually adjust the stock using the following steps:

1. Select the stock line

In the stock list data grid, tick the box next to the stock line you want to update.

2. Make a negative adjustment

Go to Stock Controls and click Negative Adjustment. This will remove the stock from the system.

REMEMBER: You must have a reason code set up for both positive and negative adjustments to proceed.

3. Add the stock back

Once the stock has been adjusted off the system, go back to Stock Controls in the data grid and click Add Stock.

4. Re-enter stock details with storage unit

In the Add Stock menu, re-enter all relevant details for the stock line, including:

  • Account
  • Product code
  • 'Location to'
  • Storage unit


FAQs

What happens once the stock is added back into the system?

Once the stock is added back into the system with the updated details, it will now have a dedicated storage unit reference attached.

Are there any prerequisites for making adjustments?

Yes, you must have a reason code set up for both positive and negative adjustments in Clarus WMS to proceed with manual adjustments.


    • Related Articles

    • How do I add product storage units?

      Adding specific storage unit types to products This article explains how to set up specific storage unit types for products in Clarus WMS. This allows you to choose from various unit types when receiving products, ensuring flexibility and accuracy in ...

    • How do you set up or understand storage unit types?

      Setting Up Storage Unit Types This guide explains how to set up and manage storage unit types in Clarus WMS. These types, also known as "pallets used", are essential for organising and tracking inventory within your warehouse, ensuring efficient ...

    • Is "Different Storage Unit must be selected on Part Pick" a troubleshooting issue?

      Understanding the 'Different Storage Unit' Error This article explains why you might see the error 'Different Storage Unit must be selected on Part Pick' when completing pick tasks in Clarus WMS, and provides two clear solutions. Step-by-Step Guide ...

    • How do I add new products?

      Adding a New Product This guide explains how to add a new product to Clarus WMS. You will learn to input product details, unit measurements, warehouse routes, and more. Each section can be saved individually as you complete it. Step-by-Step Guide 1. ...

    • How Do I Use Pre-Receipt, Put Away Note, and Storage Unit Labels?

      Managing Goods Receipts: Pre-Receipt, Put Away Note, and Storage Unit Labels Once your goods receipt is in the Received status, you can use three key features: Pre-Receipt, Put Away Note, and Storage Unit Labels. These tools are designed to help you ...