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1. Stock-in and Stock-out management

  • How to configure the Stock-in and Stock-out library type?
    • **Operation Path: **System Settings - Service Cloud Warehouse Settings - Warehouse Settings - Incoming/Outgoing Warehouse Settings;

The system defaults to configure two types of the Stock-in and Stock-outwarehouses: return and exchange of the Stock-in and Stock-out warehouses, and transfer in/out of warehouses, and the default Stock-in and Stock-out types do not support closing due to the associated business logic, and do not support manual creation alone. Initiate inbound and outbound warehousing operations in the return and transfer; click New Stock-in and Stock-out Type to jump to the New Stock-in and Stock-out Type page; image.png

  • How to configure the Stock-in and Stock-out warehousing process?
    • Stock-in and Stock-out of warehouse New form settings

Stock-in and Stock-out type Create a new page, click Stock-in and Stock-out New Form Settings, you can configure different Stock-in and Stock-out database & table fields according to different business types; among them, Stock-in and Stock-out No**.**, inbound/outbound type, warehouse, Positioning and other fields are system fields, and operations such as modification, editing and deletion are not supported. image.pngimage.png

  • Stock-in and Stock-out warehousing process settings

In the process configuration of Stock-in and Stock-out warehousing, the Stock-in and Stock-out warehousing approval and delivery nodes can be opened and disabled according to the needs of the business, and the approval method and approval personnel can be configured; approval method: automatic approval, personnel approval; approval personnel: approval personnel can be set according to the role or directly specified member approval; image.png

  • Stock-in and Stock-out warehouse management list
    • In the left menu bar of [Service Cloud Warehouse], click Stock-in or Stock-out, you can see the Documentation of the Stock-in and Stock-out warehouses; and you can filter according to the current Documentation status and type; click New to select the Stock-in and Stock-out warehouses type to jump to the Stock-in and Stock-out warehouses New page;

image.png Click New Stock-in and Stock-out Warehouse, the top is the form for New Stock-in and Stock-out Warehouse, and the specific fields can be configured in the Stock-in and Stock-out Warehouse Type; then click Add Stock-in and Stock-out Materials to select the quantity of materials that need to be Stock-in and Stock-out ; image.pngimage.png

  • Stock-in and Stock-out details page

In the Stock-in and Stock-out details page, you can see the node of the current Documentation and the details of the Stock-in and Stock-out materials, and the relevant personnel configured in the Stock-in and Stock-out process can initiate approval and other operations; and support the printing of the Stock-in and Stock-out Documentation; image.png It is necessary to scan or add SN to the SN managed materials at the shelf node of the inbound process and the picking node of the outbound process to support the scanning code entry with the scanning code gun; image.png In the process of outbound, the shipping node fills in Logistics Company and Tracking Number, and the logistics status can be viewed in real time in the outbound details; image.png

2. Allocation management

  • Redeployment management list
    • Click Dialing in the left menu bar in [Service Cloud Warehouse] to see the Dialing Documentation; and you can filter according to the current Documentation status; click New to jump to the Dialing New page;

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  • Click New Allocation, the top is the form for New Allocation, and the Add Material Form;

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  • Allocation details page

You can view the current process node of the Allocation Documentation on the Allocation Details page, and at the bottom you can view the details of the allocation of materials, dynamic information, inbound and outbound warehousing information, and logistics information;

3. Rollover management

  • Rollover management list
    • Click on the left menu bar in [Service Cloud Warehouse] to see the Documentation of the warehouse; and you can filter according to the current Documentation status; click New to jump to the new page of the warehouse;

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  • Click New Transshipment, the top is the form for New Transshipment, and the Add Material form;

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  • Transition details page

You can view the current process node of the Transshipment Documentation in the transshipment details page, and you can view the details and dynamic information of the transshipment materials at the bottom; image.png

4. Inventory management

  • Inventory management list
    • Click Inventory on the left menu bar in [Service Cloud Warehouse] to see the Documentation of the inventory; and you can filter according to the current Documentation status; click New to jump to the Inventory New page;

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  • Inventory New Page
    • Click New Inventory, the top is the form of New Inventory, select the warehouse Positioning that needs to be counted, and add the materials that need to be counted;
  • Inventory details page
    • In the inventory details page, you can view the current process node of the inventory Documentation and the materials to be counted. In the node to be counted, you can directly fill in and import the inventory results; at the bottom, you can view the details and dynamic information of the inventory materials;
    • Inventory approval, after the inventory results are confirmed, management personnel can be set to approve and confirm the inventory results;
    • Profit and loss processing, after the inventory results are approved and confirmed, according to the inventory profit and inventory loss, the warehousing and outbound Documentation will be generated, and the actual inventory in the warehouse will be adjusted;

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5. Out-of-stock management

  • Out of stock management list

When the materials in the outbound order cannot meet the outbound request, the system will automatically create a out-of-stock notification, notifying the warehouse administrator that the relevant personnel who have the authority to view the out-of-stock information have the authority to replenish the material warehouse. There are two ways to replenish the warehouse: Initiate the transfer to other warehouses and initiate the procurement process; when the available inventory of materials meets the outbound request, the outbound order can be directly handled in the out-of-stock management list, and the out-of-stock Documentation that the currently available materials have been met can be directly screened in the out-of-stock management list; image.png