Create Receiving Pallets and Put-away Pallets

Overview

If you receive goods on pallets, you can create pallets during the receiving process, print pallet labels, and then manage put-away activities with pallets.

Creating a Pallet

On the Warehouse Receipt (Whse Receipt) page, click Create Pallets to begin the pallet creation process.

A page will open listing all items on the Warehouse Receipt.

After creating the Warehouse Receipt, update the quantity on the Whse Receipt Lines and enter Item Lots for all lot-tracked items.

Note: Ensure all lots for lot-tracked items are entered before attempting to create pallets, or you will receive an error.

Enter the Quantity to Pack for the items and lots, then click Quick Save to create pallets.

Repeat this process until all pallets have been created.

Editing the Pallet

To adjust the quantities of items and lots on any pallet:

1. Click Create Pallets again on the Whse Receipt.

2. A list of pallets created for the Whse Receipt will appear.

3. Select the pallet you wish to edit. You can delete or add items and lots to the pallet.

   Note: To ensure system integrity, GoldFinch only allows you to create new pallets or edit pallet lines using the Create Pallet button. These actions cannot be performed directly from the pallet list or pallet page.

Posting the Whse Receipt

When posting a Whse Receipt, GoldFinch ensures the following:

• Creating Pallets is an optional step in the receiving process. However, if pallets are created for the Whse Receipt, you must create pallets for all items on the receipt.

Creating a Put-away

If your warehouse is configured for put-away activities, you can click the Create Put-away button after the Whse Receipt is posted to move the inventory to the appropriate storage or picking locations.