Shelf positions in stock-outs, transfers, deliveries and corrections

For products tracked by shelf, stock-outs, transfers and deliveries ask which shelves the units come from or go to. For products that are not tracked, nothing changes and none of these fields appear.

Stock-outs

In the Stock Out form, a tracked product shows Take from shelves under the quantity. It is filled in for you, starting with the shelf holding the most of the product, then the next, and Unassigned last.

You can change the shelves or quantities, use Add a shelf to split units over more shelves, or use Remove to drop a line. The Allocated line, for example Allocated 10 of 10, shows whether the shelves add up to the quantity. You cannot save the stock-out until they do.

The same applies wherever you record a stock-out: from Inventory, then Movements; from a product's page; and from Scan & Move on a phone.

Transfers

A transfer of a tracked product asks for Take from shelves in the source warehouse and Put on shelves in the destination. The destination starts on the shelf that already holds the most of the product there, or on Unassigned if none does.

Both sides are saved together with the transfer, or not at all.

Deliveries

When you record a delivery in Shipments, the Manage Delivery window shows Put on shelves in for a tracked product, followed by the receiving warehouse. This is the purchase order's ship-to warehouse, or your default warehouse if the order has none.

Add stays unavailable until the shelves add up to the quantity that arrived.

View and correct a movement's shelves

Open a movement of a tracked product from Inventory, then Movements. The Movement Details panel has a Shelves line showing what the movement used, for example A-01 × 5, B-02 × 3, or Unassigned only. For a transfer, it shows both warehouses.

Editing a stock-out or transfer asks for its shelves again, filled in with what it used.

Deleting a movement of a tracked product asks where the units go: Put the units back on for a movement that took units out, or Take the units from for one that brought units in. It starts from the shelves the movement used, but the units may have moved since, so check it before you confirm. Deleting a transfer asks for both warehouses.

Correcting a delivery of a tracked product asks Put on shelves in for the corrected quantity whenever the quantity or warehouse changes. A change of date alone keeps the shelves as they are.

Stock counts and movements that do not ask for shelves

Adjustment, Found Inventory and Initial Stock have no shelf field. The units they add go to Unassigned, and editing an adjustment puts the difference in Unassigned too.

A stock count of a tracked product asks per shelf. Open the product's row and count each shelf; the approved count corrects those shelves. A shelf you leave blank stays as it was, and whatever the shelves do not explain lands in Unassigned.

Assembly and supplier claim movements do not use shelves either and use Unassigned. Opening stock brought in by the CSV import arrives as Unassigned.

Limits and permissions

Shelves never change what your stock is worth or the usual checks: a warehouse still cannot go below zero, and nothing can be recorded in a locked year.

On top of those, a shelf cannot give more than it holds. A movement that would take more is refused with a message naming the shelf and how many units it is short. The same applies to Unassigned.

Choosing shelves in a movement needs the movement's own permission: Stock Out, Transfer & Adjustments for stock-outs, transfers and edits; Delete Stock Movements for deleting; and Manage Shippings for deliveries, including correcting or deleting one.