Add Items
- Kelsey Nagel
- Mike Kocsis
This series contains a detailed, step-by-step guide to create an outbound stock movement. In this section we will focus on the Add Items page. This is the section of the workflow where your stock movement starts to take shape. You’ve already added key information such as origin, destination, and request date. Now you will select and add the items and specific quantities you need to move between locations.
Key Topics
Getting Started > Adding Products > Review and Next
Getting Started
When you arrive on the Add Items page, you will see that an identifier has been given to your stock movement. This identifier is useful for referencing this shipment with others, as well as searching for it in the future. In this example, the identifier is 629UES.
Adding Products
Start by searching either the name or the product code in the item dropdown under Requested Product. Select the appropriate item and then enter the desired quantity for the stock movement.
OpenBoxes also gives users the opportunity to select a recipient for their product. The person will be notified once the product is received. This feature is very helpful for important items and shipments.
To add additional items, select the “Add Line” button and enter additional items and quantities.
If you have chosen to use a stock list to create your stock movement, the items will populate automatically. In that case, you will only be required to add the desired quantities for each item, or remove unwanted items by using the “Delete” button on the right.
Review and Next
We’ve now completed the second step of the outbound stock movement process. In addition to the basic shipment information captured in the create page, we’ve now selected our items, quantities, and the recipient for one of the critical items.
Review that all of your information is correct and then hit the “Next” button to proceed to the edit page.