Unit actions

Besides moving through receipts, transfers and issues, a unit sometimes needs a single step of its own: putting it on a different bin location inside its warehouse, deciding the inspection of a quarantined unit, recording that a written-off unit was physically disposed of, or bringing back a unit that was reported lost.

These actions are offered only when the unit is in the right status and you have the matching permission, so the buttons you see depend on the unit.

Where the actions are

• Move to location — in the bulk actions bar of Inventory › Units & Inventory, after you select one or more units.
• Accept to stock, Mark found, Request write-off and Mark disposed — at the top of the unit’s details page, as the main button or in the actions menu.

Note

If the unit is part of an open movement, these steps are not offered and the page shows: This unit is part of an open movement. Finish or cancel it first.

How to move units to a bin location

1. From the side menu, open Inventory › Units & Inventory.
2. Select the units. All of them must be in the same warehouse and on the current page.
3. Click Move to location.
4. Pick the Location, or No location to take the units off their bin.
5. Click Move units.

The units stay in the same warehouse; only their bin location changes.

Caution

The button is disabled when the selected units are in different warehouses, or when one of them is not Available, Under Inspection or Assigned. Hover the button to see the reason.

How to accept an inspected unit to stock

Use this for a unit in the Under Inspection status that passed its inspection.

1. Open the unit’s details page.
2. Click Accept to stock.
3. Optionally write Inspection notes.
4. Click Accept to stock to confirm. The unit becomes Available in its warehouse.

If the unit failed the inspection, use Request write-off instead. This opens a write-off request for the unit.

How to mark a written-off unit as disposed

Use this when a Written Off unit has been physically thrown away or destroyed.

1. Open the unit’s details page.
2. From the actions menu, click Mark disposed.
3. Enter the Reason. It is required.
4. Click Mark disposed to confirm.

Caution

Disposal cannot be undone. The unit is no longer in any warehouse.

How to mark a lost unit as found

Use this for a unit in the Lost status that has turned up again.

1. Open the unit’s details page.
2. Click Mark found.
3. Pick the Warehouse where the unit is now, and enter the Reason. Both are required.
4. Click Mark found to confirm. The unit becomes Available in the warehouse you chose.

Each of these steps is recorded as a completed movement and appears in the unit’s Movement history.

Required permissions

• Move to location — update inventory or manage locations.
• Accept to stock — inspect units and operating access to the unit’s warehouse.
• Request write-off — create write-offs.
• Mark disposed — dispose units.
• Mark found — recover lost units.