Use the Go Menu to switch to the Customer Specific Inventory Node.
Select Actions > Transfer.
Enter WHS01 for the Source Location.
Enter ABC for the Destination Location.
Enter 54321 for the Requisition #.
Click the OK button on the Transfer dialog.
Enter 9511CE for the Item on the Pick A Source Control Record dialog.
Select the warehouse control record for this item from the Search Results list.
Enter 5 for the Requested Quantity.
Click the Transfer button.
Click the Done button.
Click Yes to view the release document information.
Select Actions > Print Release Document from the Warehouse Release Edit dialog.
The item has been shipped to the customer.
Select Actions > Confirm Release from the Warehouse Release Edit dialog.
Select Create Billing Job from the Confirmation Options dialog. All stock inventory items will need to be billed because they aren’t owned by a specific customer.
<Tab> to accept the Date Shipped.
Enter UPS<Tab> for the Carrier.
Enter Warehouse<Tab> for the FOB.
Leave the Items option button checked and click the OK button to complete the Create Billing Job dialog.
The Xebra will create a completed job for this release and switch you to the Order Entry window. At this point, you could add any additional charges to the job and invoice your customer.
Go back to the Customer Specific Inventory node and select Actions > Reports from the menu.
Run the Warehouse Physical Inventory report to get an idea of the information this worksheet provides. Enter WHS01 for both the Warehouse and Master Customer parameters for the report. If you consistently use the warehouse code for the Master Customer on stock inventory item control records for your warehouse, you will be able to separate your stock inventory items from your customer specific Customer Specific Inventory items.
Another report that you might want to review is Usage By Location. Try the following parameters for running this report:
Master Customer: ABC
Location: ABC
Date From: -30
Date To: today’s date.
Take the time to practice entering Customer Specific Inventory information and running reports to fully understand this node.