Transfer inventory from production Job to IQStore item

Workflow – Job to IQStore Item

At any point after a production job has been created, some or all of the job quantity can be transferred into stock for an IQStore item.

There are several processes available for putting quantities against IQStore and other inventory items. See these resources for more information:

Transfer into Inventory process 

Sales Order Picking and Stock Replenishment

Internally Produced Stock and Store Item Replenishment Workflow

Steps to Transfer inventory from production Job to IQStore item 

1. Use the action drops down on the All Jobs or Production board called “Receipt into stock”:
   
   
   

2. From the modal, you can choose the IQStore item that you wish to replenish.  

Note, you can do this once the job has been created

You have full control over the quantity that you wish to transfer into  the IQStore item.  Simply enter the quantity to receipt.

Creating a Sales Order

There is also a tick box that allows you to create a sales order directly from the job.  
The order will use the quantity entered, the job’s customer account and the delivery address from the job.

3. You will see a record of the transaction. You can click on the sales order number to open the order:

Or use the ‘Sales Order’ board to manage:

Quantity On Hand

The items ‘Quantity On Hand’ will also update:

4. The ‘Receipt into Stock’ workflow can be completed as many times as you like.  In the modal you will see a list of sales orders that have been linked to the job:

5. Once the ‘Receipt into Stock’ has been completed, the standard IQstore workflow continues, i.e. you work from the Sales Order board to Pick, Pack, generate a delivery label and dispatch from the ‘Dispatch Board: 

6. You can then use the ‘Awaiting Invoice’ board to invoice the days orders delivered:

7. The job's history will show the records of any transactions:

8. Once the ‘parent’ job is complete and all stock has been delivered,  change the ‘parent’ jobs dispatch status to ‘Dispatched’:

9. Finally, on the ‘Awaiting Invoice’ board, change the job status via the dropdown to ‘Mark as invoiced’ if the order is not meant to generate an invoice.

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