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Warehouse and Inventory Moves for Microsoft Dynamics 365 Business Central
Not every move in a warehouse is planned in advance, and not every planned move follows the same document type. Warehouse Insight handles all three movement scenarios in Business Central: unplanned ad-hoc moves, directed warehouse movements from the movement worksheet, and inventory movements for standard warehousing setups. Workers confirm every move by barcode scan, and Business Central is updated in real time.
At a Glance
- Ad-hoc moves require zero setup: open the app, scan from-bin, scan item, scan to-bin, done
- Directed movements generated from Business Central’s movement worksheet appear on the device as assigned tasks
- Inventory movements for standard (non-directed) BC warehouse configurations are handled through the same application
- Every workflow detail, including fields displayed, scan sequence, and auto-post behavior, is configured inside Business Central
Key Capabilities
Ad-hoc bin-to-bin moves. No document creation required. Workers open the ad-hoc move application, scan the source bin, scan the item, confirm the quantity, switch to place mode, and scan the destination bin. The move is posted immediately. This is the fastest path for unplanned replenishment, bin consolidation, or any move that does not require a pre-generated document.
Directed warehouse movements. For planned replenishment, such as moving stock from bulk storage to pick bins, movements are created in Business Central’s movement worksheet and pushed to the device as directed tasks. Workers open the movement document, follow the scan-to-confirm flow, and post from the device when the flow is complete.
Inventory movements. For locations configured with standard warehousing in Business Central, inventory movements are handled through the same directed movement application. The workflow is identical: scan, confirm quantity, post.
License plate moves. The ad-hoc move application supports scanning a license plate barcode to move an entire pallet or container to a new bin in one step. All items on the license plate are moved together, eliminating line-by-line scanning.
Cross-location moves. Ad-hoc moves support moving items from one Business Central location to another, not just between bins within the same location. Workers scan the destination location barcode before scanning the destination bin.
Split and copy lines. When a single take quantity needs to be distributed across multiple destination bins, workers can copy lines on the device to handle the split without returning to Business Central.
Bin and item inquiry on the device. Workers can launch a bin inquiry or item inquiry directly within the movement application without exiting the task. If a bin label is damaged, the bin can be entered manually as a fallback.
Full configurability in Business Central. Scan behaviors, quantity defaults, auto-post settings, available menu options, and columns displayed are all configured in Business Central. No external system is involved.
How Warehouse and Inventory Moves Work in Warehouse Insight
Warehouse Insight presents movement as three distinct workflows depending on the scenario. For ad-hoc moves, no document exists in Business Central beforehand. The worker opens the app, scans the source bin and item, enters the quantity, switches to place mode, and scans the destination bin. The move posts directly as an item reclassification journal or warehouse reclassification journal, depending on the warehouse configuration at the location.
For directed movements, a planner or supervisor uses Business Central’s movement worksheet to generate movement documents, typically to replenish pick bins from bulk storage. Those documents become available on the worker’s device as assigned tasks. The worker scans to confirm each take and place, and posts from the device when the movement is complete.
Inventory movements in standard warehousing configurations without directed bin routing follow the same directed movement workflow on the device. The application handles both document types and presents whichever is appropriate based on the Business Central setup at the location.
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Why Warehouse Insight Moves Stand Out
Every aspect of the movement workflow in Warehouse Insight is configured inside Business Central. The scan sequence, the fields shown on the device, the auto-post behavior, the available menu options — all of it is defined in BC and read by the device at runtime. There is no separate movement configuration tool, no external portal, and nothing to maintain outside of Business Central.
The ad-hoc move application requires absolutely no setup before use. A worker can open it and execute an unplanned move in under a minute. For operations where impromptu bin-to-bin moves happen regularly, this removes the friction of creating a document in BC before every unplanned transfer. The move is scanned, confirmed, and posted before the worker has walked back to a workstation.
Who Uses Warehouse Moves
Warehouse associates use ad-hoc moves for daily unplanned transfers: replenishing a forward pick location from a reserve area, consolidating partial bins, or correcting a misplaced item without creating paperwork. Planners and supervisors use the movement worksheet in Business Central to generate directed movement tasks for larger, scheduled replenishment runs, which then appear on workers’ devices as assigned documents. Both workflows are available from the same device, with no distinction in how they are executed by the worker on the floor.
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Frequently Asked Questions
An ad-hoc move requires no prior document in Business Central. The worker initiates the move directly from the device by scanning the source bin, the item, and the destination bin. A warehouse movement, by contrast, is a directed task generated from Business Central’s movement worksheet, typically for planned replenishment between bulk and pick bins. Warehouse Insight supports both in a single application, and the scan-to-confirm workflow is consistent across both.
Yes. If a pallet has been built as a license plate in Warehouse Insight, the ad-hoc move application supports scanning the license plate barcode to move all items on the pallet to a new bin in one step. No line-by-line scanning is required. The license plate and its full contents are reclassified to the destination bin, and Business Central is updated immediately.
Yes. The ad-hoc move application supports cross-location moves. The worker switches to place mode, scans the destination location barcode, then scans the destination bin. All subsequent bin scans within the same session automatically update to the new location, so workers handling multiple lines going to the same location only need to scan it once.
All configurations are managed inside Business Central. Scan behaviors, quantity dialog defaults, which menu options are visible on the device, auto-post settings, and the columns displayed in the movement document are all set in BC’s device configuration pages. No external system or separate configuration tool is required.
Both are supported. The directed movement application in Warehouse Insight handles warehouse movements (used in advanced, directed warehouse configurations) and inventory movements (used in standard warehousing setups). The device presents the appropriate document type based on the warehouse configuration at the Business Central location, and the scan-to-confirm workflow is the same for both.
Watch the on-demand demo at dmsiworks.com/apps/warehouse-insight#demo, or reach out to your Microsoft Partner to see how Warehouse Insight fits your operation.