Difference between entry / exit movements vs. receipts / returns
There is a very important difference to consider between entry and exit movements vs. movements of protection or return of tools.
Entry movement is considered, the entry of tools to the warehouse by acquisition, purchase, manufacture, transfer, etc., modifying the warehouse assets.
Outbound movements are considered when a tool ceases to be part of the warehouse due to the end of its useful life, loss, wear, sale, transfer, etc., modifying the warehouse assets.
A safeguard movement is the output of a tool by temporary loan of it to a worker for the performance of their activities. Note that, in this case, the tool is still part of the warehouse assets, even though it is temporarily not physically in the warehouse,
When a worker returns a tool that was previously delivered to him in safekeeping, it enters the warehouse, but does not modify the warehouse asset, since when the tool was under the worker's protection, it never ceased to be part of the warehouse.
The purpose of this application is precisely the control of the tools, whether they are physically in the warehouse or temporarily under the protection of a worker, in order to instantly know where each of the tools, devices or instruments is. that form the warehouse asset.
Consultation of entry and exit movements
The first step when we start a warehouse is record stocks and starting costs of all the tools that we registered in the tools catalog.
Since we have recorded stocks and initial costs, begins the usual cycle in which we are recording all entry and exit movements, the program being in charge of keeping the stocks and costs updated according to the costing method we have chosen (Average, LIFO or FIFO).
Then then, every time we enter or remove a tool from the warehouse, we must document it by generating an entry or exit document.
Every time we register an entry or exit movement, the program generates a document with a consecutive folio number, allowing us to consult all the movements.
The same input or output document can support the movement of one or more tools.
As an example of movements we can have:
- Entry movements per purchase
- Inbound movements for internal manufacturing or other concept
- Exit movements to remove the tool
- Movements for Returns
- Movements for document correction
- Movements for differences when carrying out physical inventories
- And many more
In the module "Entry and exit movements" we can consult all the entry and exit documents.
The previous query option is useful when we want to consult the content of a document.
Now suppose that we want to query all the movements of a given tool.
Generation of an entry and exit movement
Every time we add or delete a tool from the warehouse, we must document it by generating an entry or exit document. Similarly, when we want to make a correction of a movement or an adjustment for differences that result from a physical inventory, we must create a document of correction or adjustment.
To generate an input or output document, enter the module "Entry and exit movements”From the main menu of the tool control program. Then the movements made previously will be shown. To add a new movement we click on the button "Add" in the toolbar.
In the window you can record all the information of the movement:
General information of the movement:
- Document date
- Warehouse in which the movement is made
- Movement type:
- Transfer of another warehouse
- Transfer to another warehouse
- Return of an entry movement
- Returning an outbound movement
- Correction of a previous movement
- Provider or origin when it comes to an entry
- Destination when it comes to departure, transfer, return or correction
- Reference photo
- Cost center to which the movement will be charged
- Currency and exchange rate when it comes to an entry
Once the general information of the movement has been captured, you will be able to select the tools that are included in the movement, indicating:
- Tool description
- Cost when it comes to a ticket
In the case of tools previously registered in the tool catalog, look for the tool within the description or code column and add the quantity and cost of the tool if applicable. In the event that the tool does not exist in the catalog, from this screen you can add a new tool to the catalog.
For each tool you must press the + sign so that it is recorded in the document. Pressing the + sign You can repeatedly add all the tools you want to include in the document.
Once the movements have been registered, you will be able to consult all the information regarding these documents by selecting the corresponding register and immediately opening the information panel.
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