Ship entire inventory in one location to a different location

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Posted on by OliverLOlsen

Hi:)

I have a customer who uses locations to differentiate between items belonging to different seasons (e.g. Summer-items, Spring-items, Winter Items etc.). But when a season-sale has ended the customer transfers all the items in the "season"-location to their main-location (which is physically the same warehouse)

What do you guys think would be the best and most efficient way of transferring all items in one location to a different location?

Any thoughts ?

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JAngle 133 on at

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Physical inventory journal makes sense. Generate the data for you
Inge M. Bruvik 1,105 Moderator on at

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I think the solution Josh propose to you of doing it in a item journal but i would recommend the Item Reclass. Journal for this task.

But out of curiosity why do they want to switch locations every season? I would think there are better ways of splitting items relevant for different season. F.ex using the attributes or something like that? I am not saying your solution is not a good one, i am more curious about the reasoning behind it.
MahGah 15,529 on at

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Just to add to NorthW comment I also think Item Reclassification journal makes more sense. But I am also curious why your customer uses this method and not something item variant?
OliverLOlsen 40 on at

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I've just started working with this customer, and the method they use for solving this comes from a different IT-partner. Because of a customisation this IT-partner made for them in an older version, they figured distinguishing the items by location was their was their best solution for this.

I will suggest a different way of solving this, by using variants or bin codes probably (not decided on how yet) when time is available, but currently I'm just trying to show them some ways to simplify their day-to-day chores.
OliverLOlsen 40 on at

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Some good suggestions here :)

The physical inventory journal is great, cause it would calculate all the inventory on the location for me. But I won't be able to change the location through the physical inventory journal..? At least not as far as I know..

The item reclassification journal would able me to change the location for the items, but it would require me to keep information about which and how many items to transfer in a different place.

What I think I will suggest the customer to do:

Get an overview of "Items by locations" --> Export that to excel --> identify all inventory on all items on the location I want to transfer inventory from --> than use that excel sheet to import a configuration package into the item reclassification journal --> post the reclassification journal
Inge M. Bruvik 1,105 Moderator on at

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I am glad to hear that the location transfer solution is not something you have suggested to them. I think the way you suggest to solve the location transfer is doable, i would how ever consider making a small customization to do the import a bit easier than using the configuration packages. Probably because i am not a big fan of them in the first place.
MahGah 15,529 on at

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Thanks for sharing extra info. If you want to keep this solution for long time as NorthW mentioned small development can help.
Ben Baxter 6,575 Super User 2025 Season 2 on at

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While I agree using Locations for managing seasons may not be the best approach, that wasn't your question.

I also agree the Physical Inventory Journal is the best approach for simplifying your goal.

I would build a customization ("Change Season") which runs the standard Calc. Inventory process, setting all generated lines to zero out, but at the end it goes through the generated lines and duplicates them for the new "season" (Location). This way you can quickly zero one Location and quickly fill the new Location. The counted quantity for the old season would be zero and the counted quantity for the new season would be the Qty. on Hand from the previous season. When you run the Change Season process you would need to select Old and New Location so it knows how to populate the lines.

This should make the process lightning quick.
Community Member on at

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Oliver,

Adding to the other replies... I would hang my hat on the one Ben wrote. This is a simple DEV request and would make the process fast and easy. I was going to state to use the Item Reclassification Journal but I like using the Physical as this calculates the Quantity On-Hand, Zeroes the Quantity, and replicates into the new Location.

Thanks,

Steve