Shelf Movements
Table of Contents
- 1. Use Cases — 4 common scenarios
- 2. Features — Search & Filter / Direction & Source Documents / Data List / Export
- 3. FAQ — 6 questions + Notes
- 4. Related Features
1. Use Cases
Quick Links: Trace Shelf Discrepancies | Confirm Putaway Destinations | Check Picking Sources | Review Today's Movements
Case 1: Stock taking finds a shelf discrepancy — trace the cause
Situation: During stock taking you find a shelf's quantity doesn't match the system, and need to trace who moved this product recently.
Steps:
- Use the "Product SKU" filter and enter the product's SKU
- Set "Created At" to cover the period when the issue may have occurred
- Review the movement records, comparing "From Shelf", "To Shelf" and "Operator"
Result: The list shows all movements of the product, so you can identify the specific operation, operator and time that caused the discrepancy.
Case 2: Confirm which shelves inbound goods were put on
Situation: You need to confirm which shelves the goods of an inbound order were put on and whether the quantities are correct.
Steps:
- Use the "Inbound Number" filter and enter the number
- Check each record's "To Shelf" and "Quantity"
Result: The list shows all putaway records of the inbound order, so you can quickly locate the goods and verify putaway quantities.
Case 3: Check the picking source of an order
Situation: A merchant asks which batch and expiration date an order was shipped with, so you need to confirm which shelf it was picked from.
Steps:
- Use the "Order Number" filter and enter the order number
- Look at records whose source document is "Picking List"
- Confirm the "From Shelf", "Batch" and "Expiration Date"
Result: The list shows the order's picking records, so you can answer the merchant with the batch and expiration date.
Case 4: Review today's shelf movements
Situation: Before finishing the shift, you want to confirm today's putaway and relocation operations were all recorded correctly.
Steps:
- Use the "Created At" filter and select today
- Review all movement records, paying attention to "Direction" and "Source Document"
- To keep a copy, check the records and click "Export"
Result: The list shows all of today's shelf movements; abnormal moves can be spotted and reported to your supervisor immediately.
2. Features
When stock taking finds the wrong goods on a shelf, or you want to know where a product was moved from — check the shelf movements here. In your daily work, putaway, picking and relocations all leave records automatically, including which shelf goods moved from and to, who did it, and when. Whenever an inventory location is in question, this is where your investigation starts.
Quick Jump: Search & Filter | Direction & Source Documents | Data List | Export
2.1 Search & Filter
Search Box
- Location: Top of the page
- Searchable: SKU, Name, From Shelf, To Shelf (partial keywords supported)
- Usage: Enter a keyword and press Enter
Filters
| Filter | Description | Usage |
|---|---|---|
| Created At | Time range of the movements | Date range picker (pinned by default) |
| Product SKU | Filter movements of specific products | Enter SKUs, multiple values supported (pinned by default) |
| Inventory Type | Filter movements of a specific inventory type | Dropdown |
| Batch | Filter movements of specific batches | Enter batches, multiple values supported |
| Expiration Date | Filter movements within an expiration date range | Date range picker |
| Inbound Number | Filter putaway records of specific inbound orders | Enter numbers, multiple values supported |
| Picking List ID | Filter picking records of specific picking lists | Enter picking list IDs, multiple values supported |
| Order Number | Filter picking records of specific orders | Enter order numbers, multiple values supported |
2.2 Direction & Source Documents
Direction
Each record starts with an icon indicating the movement direction:
| Direction | Description |
|---|---|
| In | Inbound / putaway — goods enter a shelf |
| Out | Outbound / consumption — goods leave a shelf |
| Move | Movement between shelves |
Source Document
Each movement records the document that triggered it; click the link to view that document:
| Source Type | Description |
|---|---|
| Inbound | Inbound goods put away to shelves |
| Picking List | Goods taken from shelves during picking |
| Fulfillment | Shelf movements caused by fulfillment operations |
| Stock Adjustment | Shelf quantity changes caused by stock adjustments |
| Inventory Transformation | Shelf movements caused by inventory attribute transformations |
| Replenishment Order | Replenishment of picking shelves |
2.3 Data List
| Column | Description | Notes |
|---|---|---|
| Direction | Movement direction (In / Out / Move) | Shown as an icon |
| From Shelf | Shelf the goods moved from | Blank means inbound putaway |
| To Shelf | Shelf the goods moved to | Blank means picked for outbound |
| Product | Product name and SKU | Click to open the product detail |
| Inventory Type | Inventory type of the goods | - |
| Batch | Batch of the goods | - |
| Expiration Date | Expiration date of the goods | - |
| Quantity | Quantity moved | - |
| Source Document | Type and number of the triggering document | Click to open the document |
| Operator | Person who performed the movement | - |
| Created At | When the movement happened | Sortable, newest first by default |
2.4 Export
- Narrow down the data with filters
- Check the records to export (if none are checked, all records matching the filters are exported)
- Click the "Export" button
Result: When the export finishes, the Excel file downloads automatically; if you navigated to another page in the meantime, click "Download" in the "Background Tasks" panel.
3. FAQ
3.1 FAQ
▪ What's the difference between Shelf Movements and the Inventory Ledger?
- Shelf Movements: records of goods moving "location" between shelves — putaway, picking, relocation — the total quantity may stay the same, only the location changes
- Inventory Ledger: records of inventory "quantity" increases and decreases, such as inbound, outbound and stock-taking adjustments
When picking takes goods off a shelf, only a shelf movement is recorded; the "outbound" record appears in the Inventory Ledger only after shipping completes and the inventory is actually deducted.
▪ Can movement records be modified or deleted?
No. Shelf movements are audit records generated automatically by the system. Keeping them immutable ensures every record is trustworthy and traceable when inventory locations are in question.
▪ Why do some records have no "From Shelf"?
Those are inbound putaway records: the goods came from outside the warehouse straight onto a shelf, so there is no source shelf in the system.
▪ Why do some records have no "To Shelf"?
Those are picking records: the goods were taken off a shelf into the outbound process and left shelf management, so there is no destination shelf.
▪ How do I find all movements by a specific operator?
Filtering by operator is not supported yet. Narrow the range with "Created At" first and check the "Operator" column record by record, or export the data and filter in Excel.
▪ How do I trace the full movement path of a batch?
Use the "Batch" filter and enter the batch number. The list shows all records of that batch — putaway, relocation and picking — in time order.
3.2 Notes
⚠️ Important Reminders
- Shelf movements are important audit data; records cannot be modified or deleted
- All movements are recorded in real time and cannot be backfilled afterwards
- When querying large amounts of data, narrow the range with filters
- Opening a source document link requires access permission for that page
4. Related Features
| Feature | Description | Link |
|---|---|---|
| Shelves | View all shelves | Go |
| Stock Inquiry | View real-time inventory | Go |
| Inventory Ledger | View inventory quantity changes | Go |