Stock Movement - Internal Loan - Issuing and Returning Stock

ADMIN PROCESS -  Main to Loan Stock

• Click Stock.
• Select Movements.
• Click the Movements tab.
• Hover or click on the blue + Add Movement button.
• Click to select Internal Loan.

Internal Loan Modal

• Click in the Owner box to find the initials of the person who requested the loan or type the User name initials in the box and click to select.
• Click in the Expected Completion Date box and click on the date the loan is expected back.
• Click Submit.

IMPORTANT: Drag and drop emails/request forms to the Files section.  Follow the process Uploading/Viewing Files. Add notes in the History/Notes section to show who the loan was for and include any additional useful information.  Follow the process Adding History/Notes.

• Click the blue +Internal Movement button.

Internal Movement Modal

• Complete the Internal Movement Modal as required/desired.
  • Click in the Stock Item box and type in the stock code requested
  • Click on the Stock Item.
  • Enter the quantity requested in the Quantity box.
  • Click in the From location box and click on MAIN-STOCK.
  • Click in the Location to box and click on On loan.
  • Click Submit

• Continue to enter any other stock requested.
• Click the blue Print Movement button and print the Stock Movement on PINK paper.

IMPORTANT: Take the printed stock movement sheet to Stores who will continue the process.

STORES PROCESS - Main to Loan Stock

• Pick the items on the stock movement sheet.
• Find the Stock Movement on Unity
  • Click Stock.
  • Select Movements.
  • Enter the Stock Movement number into the Stock Movement box.
  • Click on the SM number.

IMPORTANT: Enter a serial number if this symbol is shown to the right of Complete.

 

• Click on the symbol to the right of the Complete button.

 

Edit Stock Movement Item Modal

• Click in the Serial numbers box 
• Add the serial number.
• Click Submit.

 

• Click the green Awaiting Return button. This will put the provisional return line/s onto the stock movement.

 

IMPORTANT: Pass the item to the requester and return the pink sheet to Admin to be filed pending return of the stock.

Returning Loan Stock to Main Stock

IMPORTANT: Stock must not be returned to Stores  until this process is completed. Ensure you check the stock item/s to ensure they are not damaged in any way and fit for restocking. Refer to any 'On Loan' report your Manager may have shown you and update as applicable.

ADMIN PROCESS - Loan to Main Stock

• Click Stock.
• Select Movements.
• Click the Movements tab.
• Enter the Stock Movement number (SM) into the  Stock Movement filter box.
• Click on the SM number.
• Add a note on the History/Notes section to say that the goods have been returned. This will ensure full traceability and provide a good audit trail.

IMPORTANT: For instructions on how to add notes, follow the process Adding History/Notes.

• Click the blue Print Movement button and print the Stock Movement on PINK paper.
• Place the stock and pink paper onto Lawrence's shelf in Production (or specified location in non UK offices). This ensures tests are carried out prior to restocking for sale.

IMPORTANT: Once restocked, the pink paper will be returned for completion of the stock movement. This will correct stock.

• Click Stock.
• Select Movements.
• Click the Movements tab.
• Enter the Stock Movement number (SM) into the  Stock Movement filter box.
• Click on the SM number.

IMPORTANT:  Enter a serial number if this symbol is shown to the right of Complete.

• Click on the symbol to the right of the Complete button.

Edit Stock Movement Item Modal

• Click in the Serial numbers box 
• Add the serial number.
• Click Submit.

• Click the Complete button on each line that has been restocked. This will transfer the items back to Main Stock and out of Loan Stock.

• Click the orange Confirm button.

• Once all of the items have been Confirmed, click the green Completed button.

• Click the orange Confirm button. This completes the Stock Movement.