Stock transfer in Flex Mobile

Stock transfer in the Flex Mobile application happens in seven steps. First, you select the source article, location, and optionally the lot. Then, you choose the target article, location, and optionally a lot. In the final step, you complete the transfer by entering a quantity and/or weight. This guide walks you through the process step by step.

Schematic overview

Below is a schematic overview of the steps to follow for transferring stock.

Below, we highlight each of these steps.

Source article

❶ Article selection

In this first step of stock transfer, you can select an article in two ways.

Option 1

The first option is to manually search for an article by opening the action menu and choosing Search . You will then be taken to the Search article screen.

1. Type your search terms in the search field. You can search by name or code.
2. Select the desired article to proceed to the next step.

Here we only show articles that use stock.

Option 2

The second option is to scan an article barcode . If the barcode also includes a lot and quantities, these will be used as well.

❷ Source stock location

Once you have selected a source article, the next step is the stock location selection. Here we show all locations for the selected article that contain stock (for the specific lot, if a barcode with a lot has been scanned).

If the article has a default stock location, it will be displayed at the top with a star icon.

Select a location to proceed to the lot selection.

❸ Source lot

In this step, you choose the source lot. You have the option here to search by lot name or code using the search field.

The lots displayed in this screen are those where stock exists and whose lot type matches the lot type of the source article (if the source article uses lots).

Select the desired lot to proceed to the next step.

Target article

After completing all the source steps, it’s now time for the target steps. These steps closely resemble the source steps, but selection suggestions are made.

❹ Article selection

To choose a target article, you can perform the same actions as with the source article. In this target step, a suggestion is also made to use the source article as the target article.

Here we only show articles that use stock and whose lot type matches that of the source article if both the source and target articles use lots.

Select a target article to proceed to the next step.

❺ Target stock location

In the target stock location step, all existing stock locations are shown, including locations without stock.

Select the desired location to proceed to the next step.

❻ Target lot

In this step, you choose the target lot. You have the option here to search by lot name or code using the search field.

The lots displayed in this screen are those whose lot type matches the lot type of the target article (if the target article uses lots).

As a suggestion, the source lot is shown here if it exists.

Select the desired lot to proceed to the final step.

Completion

❼ Stock transfer

The final step after completing all source and target steps is Stock transfer. On this screen, you get a small overview of the chosen source and target articles, locations, and lots from the previous steps. On the left, you see the source () and on the right, the target ().

To complete the transfer, follow the steps below:

1. Select Transfer these quantities to specify the quantity and/or weight. A Quantities dialog will appear where you can specify the quantity and/or weight.

   If you used a barcode with quantity and/or weight, these will be used in the dialog when specifying a quantity and weight.

2. Select Transfer to execute the transfer.