Inventory & Asset Movement System

Warehouse Material

Warehouse + Admin / IT + Farm + Purchasing + Accounting

Warehouse Maintain official items, record movement, fulfill requests, and review stock.

Admin / IT Manage devices and lines, record movement, fulfill requests, and review assets.

Farm Inventory Receive supplies, record usage, and review current balances.

Accounting Submit employee expenses and manage finance review.

Purchasing Request items, approve needs, issue purchase orders, and hand deliveries to receiving.

Record Information

Warehouse Material Admin / IT Asset Farm Supply

Document No.

Date

Movement Type

Responsible Person

From

Owner Department

Receiving Department

Warehouse Details

PO No.

WO / Job No.

Supplier

Carrier / Driver

Default Bin Location

Pallet ID

Job Site

Adjustment Method

Farm Receiving Details

Farm / Site

Storage Location

Vendor

Purchase / Delivery Date

Payment Method

Card Used

Purchased By

Total Amount

For credit cards, enter only the company card name or last four digits. Never enter a full card number, expiration date, or CVV.

Admin / IT Asset Details

Assigned To

Employee ID

Cost Center

Return Due Date

Finance Approval

Purpose

Item Details

Item Code / Asset Tag	Standard Name	Description	Category	Current Stock	Serial No.	IMEI / Device ID	Mobile Plan	Qty	Unit	Condition	Bin / Location	Notes	Action

Photo Evidence

Add photos for this movement. This section is hidden when printing or saving as PDF.

Movement Photos

Photograph the items, quantity, condition, and supporting delivery documents when relevant.

Delivery Paper

Photograph every page of the packing slip, delivery ticket, or bill of lading.

Purchase Receipt

Upload a clear receipt or paid invoice showing the vendor, date, items, and total.

Received Item Photos

Photograph the delivered goods, quantity, packaging, labels, and visible condition.

Warehouse / Admin Entry

Entered By

System Ref.

Entry Date

Record Status

Entry Notes

Handover & Delivery

Handed Over By

Received By / Recipient

Delivery Driver

Handover Time

Recipient / Driver Acknowledgement Signature

Not signed

Notes

Warehouse Item Master

Create one official record for each warehouse item. The Item ID is generated by the system and should be used for all future movements.

Item ID

Standard Name

Official Warehouse Items

Search Item ID, standard name, or alias

0 items

Item ID	Standard Name	Category	Specification	Unit	Aliases	Linked Warehouse Item	Location	Status	Action

Rack Visual Map

Odd rack groups use 5 bays × 5 deep × 3 levels. Even rack groups use 4 bays × 4 deep × 3 levels.

BackForklift aisle / Front

First-level Upright · 6 QR Signs

QR 1

QR 2

QR 3

QR 4

QR 5

QR 6

Selected Position

Select a depth position in the rack

Pallet Master

Create the pallet first, then use Record Movement to receive or remove its items. A pallet can contain one or several Item Master records.

Pallet ID

Pallet Type

Current Location

Status

Notes

Move Pallet

Pallet ID

New Location

Moved By

Move Note

Active Pallets

Search Pallets

0 pallets

Pallet ID	Type	Current Location	Contents	Status	Last Move	Action

Location Master

Location Code

Area

Description

Location	Area	Description	Pallets	Status	Action

New Warehouse Request

Request Area

Request No.

Request Date

Requested By

Requesting Department

For / Recipient

Delivery Location

Needed By

Employee ID

Purpose / Notes

Requested Items

Item ID	Requested Item	Quantity	Unit	Action

Warehouse Request Inbox

Search Requests

0 requests

Request No.	Date	Department	Recipient	Item	Qty	Needed By	Status	Action

Inventory Review

Total Pallets

Open Pallets

Mixed Pallets

Empty Pallets

Pallet contents are calculated from saved warehouse movements that include a Pallet ID.

Pallet ID	Type	Location	Item ID	Standard Name	On Pallet	Unit	Status

Use this view to see which pallets and palletized items are assigned to each warehouse location.

Location	Area	Pallet ID	Pallet Type	Contents	Total Lines	Status

Item IDs

Positive Stock

Zero Stock

Negative Balance

Search Current Inventory

0 items

On Hand is calculated from all saved warehouse movements. Use Adjustment with Set to Counted Quantity to establish or correct a physical count.

Item ID	Standard Name	Category	On Hand	Unit	Farm / Site	Current Location	Status	Last Movement	Last Date

Shared records can be summarized by department, item category, employee assignment, and record type.

History From

History To

Review Period

Review Year

Review Month

Record Type Filter

Department Filter

Category Filter

Employee Filter

Saved Records

Search Review Results

0 results

Inventory Movement Ledger

Date	Document No.	Movement	Scope	Item ID	Standard Name	Qty In	Qty Out	Balance After	From	To	Department	Responsible Person

Saved Movement Records

Document No.	Date	Record Type	Movement Type	Received By	Payment / Card	Amount	Photos	Evidence

Summary by Receiving Department

Record Type	Department	Category	Item Code / Asset Tag	Standard Name	Total Qty	Unit	Records	Last Date

Summary by Item Category

Record Type	Category	Item Code / Asset Tag	Standard Name	Total Qty	Unit	Departments	Records	Last Date

IT Inventory

Company phones, tablets, computers, monitors, and other individually tracked equipment.

Total Devices

In Stock

Assigned

Needs Review

Search Devices

0 devices

Current Asset Register

Active monthly plans: $0.00 per month

Asset Tag	Standard Name	Category	Serial No.	IMEI / Device ID	Current Holder	Employee ID	Status	Current Location	Carrier / Plan	Monthly Cost	Last Movement	Action

Phone Lines

Carrier plans, device links, monthly costs, financing, and line status.

Active Lines

Available Lines

Monthly Cost

$0.00

Needs Review

Phone Number

Carrier

Line Status

Assigned Device

Current Holder

Employee ID

Department

Monthly Service

Monthly Tax

Other Monthly Charges

Device Installment

Device Financing

Installment End Date

Contract End Date

Plan Features

Notes

Import Existing Phone Register

Upload the existing Lucky Farms Excel workbook. Nothing is saved until the preview is reviewed and confirmed.

No file selected.

Asset Tag	Employee	Department	Device	Phone	Carrier	Service	Financing	Status

Current Phone Register

Search Phone Register

0 lines

Phone Number	Carrier	Device	Current Holder	Department	Status	Service	Installment	Total Monthly	Contract End	Review	Action

New Purchase Request

Request several items on one form. Maintenance requests must identify the machine or equipment.

PR-000000

Request Date *

Requested By *

Department *

Needed By *

Receiving Area *

Purchase Purpose *

Business Reason / Notes *

Maintenance Equipment

Scan or search an existing Asset ID when possible. Unregistered equipment can be entered manually.

Asset / Equipment ID *

Machine / Equipment *

Site / Location *

Work Order No.

Part Being Replaced

Urgency *

Problem / Failure Description *

Requested Items

Item / Part	Description / Specification	Product Link	Reference Photos	Qty	Unit	Estimated Unit Cost	Suggested Vendor	Action

Complete the required fields and add at least one item.

Approvals & Purchase Orders

Review requests, approve the business need, and convert approved requests into POs.

Search Requests

Status

0 requests

Request	Date	Department	Purpose	Equipment	Items	Estimate	Status	PO	Action

Purchase Receiving Status

Open the matching Warehouse, Farm, or IT receiving form with the PO and items already filled in.

Search Purchase Orders

0 purchase orders

PO No.	Vendor	Order Date	Expected	Receiving Area	Request	Items	Total	Status	Action

Business Cash Advance

Request funds before approved business travel or company spending. Submit one request per trip or purpose.

Employee Request

Form No.

Request Date

Employee

Department

Job Title

Phone

Destination / Payee

Travel / Use Start

Travel / Use End

Business Purpose

Estimated Expenses

Total Advance Requested$0.00

Payment Method

Supporting DocumentsQuotes, itinerary, approval, or other supporting files.

Important Notes

The advance may only be used for the approved business trip or company purpose shown on this request.
Keep all valid receipts, invoices, and supporting expense records.
Within 5 business days after the trip or business use, submit the final expense report and return any unused balance.
Eligible expenses above the advance amount will be reimbursed only after review and approval.

I understand that receipts must be retained and the expense report plus unused funds must be returned within 5 business days after the trip or business use.

Approval Process

1. SubmittedEmployee completes and signs the request.

2. Manager ApprovalDepartment manager confirms the business need.

3. Finance ApprovalAccounting verifies amount and documents.

4. DisbursementCash or check reference is recorded.

5. SettlementReceipts and unused balance are reconciled.

Employee Signature *Required - not signed

Complete the required information, sign, and submit to Accounting.

My Cash Advance Requests

Form No.	Date	Purpose	Amount	Status	Updated

Cash / Check Reimbursement Request

Use this form only for approved company expenses already paid with personal funds.

Employee Claim

Request No.

Request Date

Claimant Name

Department

Claim Details

Total Reimbursement$0.00

Payment Method

Receipts / Payment VouchersAt least one receipt, invoice, or payment voucher is required.

Attachments Included Payment vouchers Invoices / receipts Other relevant documents

Claimant Signature *Required - not signed

Add each payment, attach receipts, sign, and submit to Accounting.

My Reimbursement Requests

Request No.	Date	Details	Amount	Status	Updated

Employee Expense Review

Review cash advances and reimbursements, verify evidence, and record payment or settlement.

Request	Type	Submitted Date	Employee	Department	Purpose	Amount	Evidence	Status	Action

Accounts Payable

Reconcile Farm, Warehouse, and IT receiving records against invoices, receipts, and delivery evidence.

Needs Review

Missing Documents

Ready to Pay

Open Amount

$0.00

Search AP Records

AP Status

Invoice / Receiving Month

Source

0 records

Accounting can review documents and payment status without changing the original inventory movement.

Receiving Date	Vendor	Invoice No.	Source	Site / Department	PO / Order	Amount	Documents	AP Status	Due Date	Payment Ref.	Action

Complete the required fields, then run Save Check before saving.