Receive and deliver in one step

A transfer is three layers of record, and knowing which one is in front of you explains most of what the screen does.

Open them with the Details button at the end of a line; the dialog that opens is titled Detailed Operations. The button only appears when there is a detail to set — the product is tracked by lot or serial number, Storage Locations or Packages is switched on, or the line already has more than one entry behind it. On a single-location database with no tracking there is nothing to open, and the button stays away.

The same split runs through reporting. Inventory ▸ Reporting ▸ Moves Analysis lists the operations — demand against quantity — while Moves History lists the detailed operations, the trail of what physically moved. Swap the Done filter on Moves History for To Do and group by Status: the lines sitting at Available and Partially Available are the stock reserved for work that has not happened yet.

Receipts usually exist already, created by a purchase order, so the storeman's job is to find the right one and confirm what actually arrived.

Correct the quantities before validating rather than after. A receipt validated at the ordered quantity and fixed later leaves two entries in the history and a moment where the figures were wrong.

On a one-step warehouse the goods are in stock the instant you validate. There is no put-away step to remember.

A confirmed sales order creates the delivery. It becomes Ready once stock can be reserved for it; until then it waits, which is the system telling you the goods are not there.

Validate when the goods physically leave. Validating early to clear the list means the system says delivered while the pallet is still in the yard — and the customer's paperwork says so too.

Validate a smaller quantity than expected and WindoorERP asks what to do with the remainder. The answer depends on the operation type's Create Backorder setting.