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WMS: MOVE INVENTORY PROCESS DOCUMENT

© LLAMA LOGISOL PVT LTD 2025. All rights reserved. This document and the WMS software described herein are proprietary products of © LLAMA LOGISOL PVT LTD and are protected by copyright law. No part of this document or software may be reproduced, transmitted, or used in any form or by any means without prior written permission from © LLAMA LOGISOL PVT LTD 2025.

By Shipsy

Inventory Movement Types

  1. Virtual Movement (No Task Creation)
    Inventory is updated directly in the system. No picker is involved.
    Use when physical movement is already completed, and only system update is required.

    a. Web UI
    i. Go to Move Inventory
    ii. Click +New Move Inventory
    iii. Fill in movement details and click Add
    iv. Changes reflect in Inventory > Summary

    b. Uploads – Without Tasks
    i. Prepare Move Inventory file with Task Creation = N
    ii. Upload via Extras > Uploads
    iii. Inventory is updated instantly (Ideal for non-physical relocations in bulk)

  2. Task-Based Movement (With Task Creation)
    Tasks are created in the system and executed by pickers via the Mobile App.
    Use when physical confirmation is required.

    a. Upload – With Tasks
    i. Prepare Move Inventory file with Task Creation = Y
    ii. Upload to WMS
    iii. Tasks appear in Web UI and Mobile App

    b. Mobile App – Execute Tasks
    i. Open Move Inventory on the app
    ii. Select movement type: SKU-Based or LPN-Based
    iii. Use tabs: PICK: LPNs to be picked, DROP: Picked LPNs pending drop
    iv. After picking, LPN moves to DROP tab
    v. Confirm drop to complete the movement

1. Virtual Movement in the system(No Task Creation )

a. Web UI

Check the Inventory for the SKU details which is to be moved.

Here we update the SKU "RL-TB-1001" moved from location "DFLT1" to location"A3".

1
Navigate to the Inventory >Summary Summary.
Step #1: Navigate to the Inventory >Summary Summary.
2
Click on "FILTER" and enter the SKU code. Click on "Submit".
Step #2: Click on "FILTER" and enter the SKU code. Click on "Submit".
3
Let us check the Location and quantity details of the chosen SKU.
Step #3: Let us check the Location and quantity details of the chosen SKU.
4
Click on "Location" to note the current quantity of SKU selected at different locaitons.
Step #4: Click on "Location" to note the current quantity of SKU selected at different locaitons.
5
Navigate to "Move Inventory".
Step #5: Navigate to "Move Inventory".
6
Click on "+ New Move Inventory"
Step #6: Click on "+ New Move Inventory"
7
Choose the SKU CODE of the item to be moved and it's source location.
Step #7: Choose the SKU CODE of the item to be moved and it's source location.
8
Select the Batch number.
Step #8: Select the Batch number.
9
Select the destination location where the SKU is being moved to.
Step #9: Select the destination location where the SKU is being moved to.
10
Click on "Add" to confirm this task and virtually move this quantity.
Step #10: Click on "Add" to confirm this task and virtually move this quantity.
11
We can see that the move task was successful.
Step #11: We can see that the move task was successful.
12
Click on "+ New Move Inventory" to add another Move Inventory Task.
Step #12: Click on "+ New Move Inventory" to add another Move Inventory Task.
13
Here we are moving 5 more quantity from "DFLT1" to another new location "A2"
Step #13: Here we are moving 5 more quantity from "DFLT1" to another new location "A2"
14
Navigate back to Inventory Summary to check if the Inventory movement was reflected in the system.
Step #14: Navigate back to Inventory Summary to check if the Inventory movement was reflected in the system.
15
We can observe that the quantity moved from DFLT1 to A1 and A2 locations.
Step #15: We can observe that the quantity moved from DFLT1 to A1 and A2 locations.

2. Task-Based Movement (With Task Creation)

16
Navigate to the Uploads page.
Step #16: Navigate to the Uploads page.
17
Click on "Download Format" which downloads an Excel file with necessary columns to be filled for the selected Form.
Step #17: Click on "Download Format" which downloads an Excel file with necessary columns to be filled for the selected Form.
18
Open the file.
Step #18: Open the file.
19
We plan to move 5 Qty from DFLT1 location to A3 location in different Zone through Uploads.
Step #19: We plan to move 5 Qty from DFLT1 location to A3 location in different Zone through Uploads.
20
Note the Batch Number of the quantity to be moved.
Step #20: Note the Batch Number of the quantity to be moved.
21
Fill the Move Inventory details in bulk. Here we see an example 1 SKU.
Step #21: Fill the Move Inventory details in bulk. Here we see an example 1 SKU.

It is important to put the value of "Task Creation" as Y (Yes) for a task to be created in the Move Inventory Tab and for a user to be able to view the task in the Mobile.

Other wise, the SKU Qty will be moved from Source Location to Destination Location in the system virtually. This change in inventory location can be viewed in the "Inventory" -> "Summary" tab.

22
Save the updated upload form.
Step #22: Save the updated upload form.
23
Navigate to "Uploads" page to upload the Move Inventory tasks.
Step #23: Navigate to "Uploads" page to upload the Move Inventory tasks.
24
Make sure to select correct upload form from the dropdown i.e., Move Inventory.
Step #24: Make sure to select correct upload form from the dropdown i.e., Move Inventory.
25
Click on "+ Choose" to choose the files from local PC (system)
Step #25: Click on "+ Choose" to choose the files from local PC (system)
26
Now ensure to select the saved "Move Inventory upload" form with correct details.
Step #26: Now ensure to select the saved "Move Inventory upload" form with correct details.
27
Click on the Upload File icon. WMS will validate the file details
Step #27: Click on the Upload File icon. WMS will validate the file details
28
Click here
Step #28: Click here
29
Click here
Step #29: Click here

Uploads Status :

1. Completed - Successfully uploaded the file, and can see the details in the Move Inventory page.
2. Invalid - Check if the format of the uploaded file matches the selected form in the dropdown.
3. Failed - Download the Failed file by clicking on it. This file shows the reasons for failure in the last column of the file. Do not use this same file to upload, change the details in file uploaded earlier or download new csv file and try again.

30
Navigate to "Move Inventory" page to see the tasks created.
Step #30: Navigate to "Move Inventory" page to see the tasks created.
31
Click here
Step #31: Click here

MOBILE FLOW:

32
Select "MOVE INVENTORY" from Home Screen.
Step #32: Select "MOVE INVENTORY" from Home Screen.
33
Since we do LPN based movement, choose "LPN BASED".
Step #33: Since we do LPN based movement, choose "LPN BASED".
34
The tasks count will be shown based on user location. Click on "PICK".
Step #34: The tasks count will be shown based on user location. Click on "PICK".
35
Scan the LPN in which the SKU quantity is being picked into.
Step #35: Scan the LPN in which the SKU quantity is being picked into.
36
Scan the Location of the SKU quantity from where it is being picked.
Step #36: Scan the Location of the SKU quantity from where it is being picked.
37
Scan the SKU code for validating if the correct SKU is being picked. Add the Quantity picked into LPN and add a reason if there is shortage. Swipe the task box left to confirm the Pick task.
Step #37: Scan the SKU code for validating if the correct SKU is being picked. Add the Quantity picked into LPN and add a reason if there is shortage. Swipe the task box left to confirm the Pick task.
38
Now we can see that the picked task is moved to DROP task. Click on DROP.
Step #38: Now we can see that the picked task is moved to DROP task. Click on DROP.
39
Select the Drop task.
Step #39: Select the Drop task.
40
Scan the drop Location as shown on the screen.
Step #40: Scan the drop Location as shown on the screen.
41
Swipe Left to finish the drop task.
Step #41: Swipe Left to finish the drop task.
42
We can see that the task in the "Move Inventory" is disappeared.
Step #42: We can see that the task in the "Move Inventory" is disappeared.
43
Navigate back to Inventory Summary to validate the SKU quantity moved.
Step #43: Navigate back to Inventory Summary to validate the SKU quantity moved.
44
Filter and select the SKU that is moved, to check the location details.
Step #44: Filter and select the SKU that is moved, to check the location details.
45
It is visible that 5 quantity is moved from DFLT1 to A3 location successfully.
Step #45: It is visible that 5 quantity is moved from DFLT1 to A3 location successfully.

© LLAMA LOGISOL PVT LTD 2025. All rights reserved. This document and the WMS software described herein are proprietary products of © LLAMA LOGISOL PVT LTD and are protected by copyright law. No part of this document or software may be reproduced, transmitted, or used in any form or by any means without prior written permission from © LLAMA LOGISOL PVT LTD 2025.