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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 live 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. You will be able to configure Movement Types at set-up but the following Movement Note types are default. Select the type of movement 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 left of the screen and start again.
  4. Select the Items you want to include in your movement note by placing a Tick next to the Item in the far left column. You can select multiple Items by holding CTRL while selecting multiple rows and clicking Tick next to Selected or you can select all the Items in the list by clicking Tick next to All. Movement Note
  5. Enter the movement details:
    DateClick Calendar to set the date of movement.
    Move FromClick Pencil and from the pop-up window, select the address the Item(s) are being moved from.
    Move From NotesAdd any additional information about this address (e.g. “rear office”).
    Move ToClick Pencil and from the pop-up window, select the address the Item(s) are being moved to.
    Move To NotesAdd any additional information about this address (e.g. “upstairs office”).
    NotesAdd any information relevant to the movement as a whole.
    Cash on MovementSelect this option if cash needs to be received or paid on arrival of the Item(s).
    Condition Check RequiredSelect this option if the condition of the Item(s) needs to be assessed on arrival.
    MoreTick all remaining text boxes according to which information you would included on the movement note.
  6. When you’ve entered all the details required in your movement note, Email, Save Print it by selecting one of the options on the bottom left of the screen.
  7. When you’ve completed your movement note, click Done.

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

status

All Eos services are running normally

We are pleased to report that the earlier issues with Eos Publish have been resolved.

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