Movements
Overview
Movements record the physical transfer of inventory from one location to another. Use a movement whenever stock changes physical position — loading a delivery van, moving goods from a receiving dock to storage, or transferring items between warehouse zones.
A movement can cover multiple items in a single operation. The system automatically generates a unique reference number, deducts stock from the source, adds it at the destination, and preserves the original cost layers throughout.
The page is found at Inventory Management → Movements.
The Movements List
The list shows one row per completed movement.
| Column | Description |
|---|---|
| Movement flow | Source and destination locations in the format Source → Destination (e.g. General Storage → Shipping) |
| Description | The reason text entered when the movement was created |
| Reference number | Auto-generated movement reference (e.g. INV-MOV-000006). Assigned by the system — you do not enter this. |
| Items count | How many distinct item lines were included in this movement |
| Date | When the movement was recorded |
Toolbar
| Button | Description |
|---|---|
| + New | Open the Create movement form |
| View details | Open the selected movement record (read-only) |
| Filter | Filter the list |
| Refresh | Reload the list |
Creating a Movement
- Select + New in the toolbar.
- Fill in the General information:
- Source location (required) — where the stock is moving from. Must be an operational location. Select from the location tree; the full path is shown below the field (e.g. ACME > Main Warehouse > General Storage).
- Destination location (required) — where the stock is moving to. Must be an operational location and must be a leaf location (a location with no sub-locations beneath it — only locations that directly hold stock can be the destination).
- Reason (optional) — a short description of why the transfer is happening. This appears in the movement list as the Description.
- In the Items section, select + Add item and fill in each row:
- Item — select the item to move. Once selected, the Available qty column shows exactly how much of this item is currently held at the source location.
- Quantity — how many to transfer. Cannot exceed the available quantity at the source.
- Unit of measure — the unit for the quantity entered. The system converts to the item's base unit internally.
- Repeat step 3 for each additional item to include in this movement.
- Select Save.
The system automatically assigns a reference number (INV-MOV-######) when the movement is saved.
Movements are permanent once saved. The stock deduction at the source and the addition at the destination are committed immediately and cannot be undone through this page. To correct a mistake, create a reverse movement transferring the items back.
The Available qty column updates automatically when you select an item — it reflects live stock at the source location. This makes it easy to see at a glance how much you can move without leaving the form.
Al Baraka's warehouse team is preparing Sales Van 02 for the Abu Dhabi route:
General information:
- Source: ACME > Main Warehouse > General Storage
- Destination: ACME > Sales Van 02
- Reason: Van loading for Abu Dhabi route
Items:
| Item | Available qty | Transfer qty | Unit |
|---|---|---|---|
| BOX-001 — Gift Box Small (50ml) | 1,000 pcs | 22 | Pieces |
| PERF-LUX-002 — Golden Amber EDP 100ml | 350 pcs | 50 | Pieces |
After saving (reference: INV-MOV-000006), General Storage holds 978 BOX-001 and 300 bottles; Sales Van 02 holds the transferred quantities at their original cost.
Rules and Constraints
| Rule | Detail |
|---|---|
| Source must be operational | The source location's Operational flag must be on. Non-operational locations cannot release stock. |
| Destination must be operational | The destination location's Operational flag must be on. Non-operational locations cannot receive stock. |
| Destination must be a leaf location | You cannot move stock into a parent location that has sub-locations. Stock can only be placed at the lowest level of the location hierarchy. |
| Sufficient stock required | The quantity to move cannot exceed what is available at the source. |
| Items must have a model group | Each item being moved must have an Inventory Model Group assigned. The costing method determines how cost layers are transferred. |
| Cost layers are preserved | The cost of the moved stock (FIFO/LIFO layers, weighted average price, or standard cost) is carried over to the destination unchanged — the movement does not revalue inventory. |
How Cost Flows Through a Movement
Moving stock does not change its value — it simply relocates the cost from one location to another. The system uses the item's costing method to determine which cost layers are consumed at the source and re-created at the destination:
This means your inventory valuation stays accurate across locations — the same total value exists in the system before and after the movement.
Viewing Movement History
Every saved movement creates a permanent record in the list. To see what moved, who was affected, and the reference number, select the movement row and then View details.
You can also access movement history scoped to a specific item or location:
- Per item: open the item record and go to the Inventory tab → Movements.
- Per location: open the location in All Locations and go to the Inventory tab → Movements.