Service Manager
How to: Move an Item to a different Placement
Deliveries > Scheduling > How to: Move an Item to a different Placement

Moving an item from one placement to another can be done from the Site Delivery screen. You can move the full quantity of items or just some to the new placement.

To move from Site Delivery

  1. From the home page choose Sales, and Customers
  2. Choose the Site Delivery tab
  3. Using the search window find and select the site you'd like to amend
  4. Click the Placement Items tab
  5. Select the item that you want to move
  6. Click the Move Item button
  7. Select the placement to move to and enter a quantity to move.
  8. Click Move.
  9. The screen will have refreshed with your item quantity moved to the new placement
Moving an item to a new placement will unallocate the entered quantity from any routes. For more information see How to: Allocate Items to a Route.