Transferring Product from Pool

How to: Transfer product from pool to stock or pool to garbage.

Environment: Comsense Enterprise

In this article:

Understanding Product Transfers from Pool

The pool temporarily holds unsourced product(s) from a canceled order or product from a customer return. The product remains in the pool until you transfer the product to the final location. You must remove any unsourced or returned product from the pool by Supplier Return, Pool to Stock transfer, or Pool to Garbage transfer.

Accessing Pool Management

The Pool Management window can initiate both Pool Stock and Pool Garbage transfers. It is best to use the Pool Management window when dealing with the pool because you can complete multiple transfers in one window.

Enterprise > Inventory/Purchasing > Pool Management

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Enterprise Navigation menu; shows the location of Purchasing/Inventory and Pool Management.

Transferring Product from Pool

Selecting the Pool Product

In the Pool Management window:

  1. Click New Pool Stock or New Pool Garbage
    • The Pool Selection window will open
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Pool Management window; shows the location of New Pool Stock transfer and New Pool Garbage transfer.

In the Pool Selection window:

  1. Filter the pool products to display the appropriate product(s)
    • Usually by Order Number or Suggested Disposition
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Pool Selection window; shows the pool product list filtered by Order Number.
  1. Check the Select checkbox(es)
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Pool Selection window; shows the checked Select checkboxes.
  1. Click OK

Transferring a Non-Stock Product from Pool to Stock

*Note: If you are completing a pool to garbage transfer, proceed with Completing the Transfer.

Comsense allows you to transfer non-stock products from pool to stock. To transfer the non-stock product, you must group the product with a similar managed product.

In the Pool Stock window:

  1. Right-click on the Product line item
  2. Click Add Managed Product
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Pool Stock window; shows the product line items right-click menu.

In the Warehouse Product Selection window:

  1. Filter the Managed Product
  2. Select the Managed Product line item
  3. Click Add
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Warehouse Product Selection window; shows the managed product line item and the location of the Add button.
  1. Click OK

Adjusting the Unit Cost

*Note: If you are completing a pool to garbage transfer, proceed with Completing the Transfer.

In the Pool Stock Transfer window, the Cost column shows the price of the product at the time of purchase. The Unit Cost column shows the product cost from the Managed Product window and will be the new value associated with the product after the transfer. In the image below, the unit cost is $89.72 more than the cost (the actual purchase price). The increased unit cost causes the next person using the product to deal with an additional.

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Pool Stock window; shows the original purchase price in the Cost column and the current purchase price in the Unit Cost column.

You must update the Unit Cost column to match the Cost column before completing your transfer to maintain accurate product pricing.

In the Pool Stock window:

  1. Expand the product line item
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Pool Stock window; shows the location of the Expand button.
  1. Update the Unit Cost column to match the Cost column
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Pool Stock window; shows the updated Unit Cost field.
  1. Repeat steps 1-2 for each product

Completing the Transfer

In the Pool Stock or Pool Garbage window, Add any applicable notes and Click Save & Close

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Pool Stock window; shows the location of the Note field with an example transfer note.

The pool product is now in the stock or garbage.

Addressing FIFO Costing Issues

If you are experiencing issues with your FIFO costing, Contact Support.

Have more questions? Submit a request

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