Raising a Movement Note

Movement notes are useful for various actions, such as collecting or handling an incoming Item or delivery of an Item to a customer, client or storage space. You can raise movement notes for any of the Items contained in a Job.

To raise a movement note

1. Click Jobs on the left of the screen and select a Job from the list.

2. Click Reports at the top of the screen and select Movement Note.

3. Select the type of movement (blue arrow) this will be from the dropdown menu at the top of the screen. You can choose from the following options:

   Collection Note & Handling-In Note > Inward: These are raised for Items coming in to your premises.

   Delivery Note & Handling-Out Note > Outward: These are raised when you deliver out to a customer or client.

   Warehouse On-Site Services Note, On-Site Services Note & Warehouse Transfer Note > Stationary: These are raised for internal movements and transfers within your premises.

   Once you have selected your type of movement, you will not be able to change it. If you have made a mistake and chosen one of the options in error, click Cancel at the bottom right of the screen and start again.

4. Select the Items you want to include in your movement note by placing a green tick beside the Item in the far left column. You can select multiple Items by holding CTRL or SHIFT while selecting multiple rows and clicking the green tick next to Selected or you can select all the Items in the list by clicking the green tick next to All.

5. Enter the movement details:

   Date: Select date of movement.

   Move From: Click the edit pencil and from the pop-up window, select the address the Item(s) are being moved from.

   Move From Notes: Add any additional information about this address (e.g. “rear office”).

   Move To: Click the edit pencil and then from the pop-up window, select the address the Item(s) are being moved to.

   Move To Notes: Add any additional information about this address (e.g. “upstairs office”).

   Notes: Add any information relevant to the movement as a whole.

   Cash on Movement: Select this option if cash needs to be received or paid on arrival of the Item(s).

   Condition Check Required: Select this option if the condition of the Item(s) needs to be assessed on arrival.

   More:

   • Job reference

   • Values

   • Header Footer

   • Header Indent

   • No. Pieces

   • Warehouse Report

   • Proximity Reference

   • Item Notes

   • Locations

   • Condition Report

     Select the details you would like included in your movement note. This information will have been added to the Items earlier.

6. Select one of the following under the Movement Note menu (orange arrow):

   Email: Email the movement note to the client or customer or interested party.

   Save: Save your invoice, either locally or to the Cloud where it can be accessed online by a Web User client or customer.

   Print: Print a carbon copy of your movement note.

When you Email, Save or Print your movement note, the information is locked. However, you can make limited changes through the Movements screen.