Internal Warehouse Activities Overview

GoldFinch Internal Warehouse Activities help organizations control inventory movements and unit-of-measure conversions within a warehouse.

These activities record where inventory moved, the quantity involved, and who processed the transaction. They help warehouse teams keep bin-level inventory accurate when products are relocated or repackaged.

GoldFinch currently supports two principal internal warehouse activities:

• Warehouse Movements
• Breakbulk Activities

Warehouse Movements

A Warehouse Movement transfers inventory from one bin to another within the same warehouse.

Common examples include:

• Moving received goods from an input bin to storage
• Replenishing a picking bin from bulk storage
• Moving inventory to a staging area
• Transferring products to or from a quality-control bin
• Relocating inventory during warehouse reorganization
• Moving damaged or restricted products to a designated bin

The movement identifies the item, source bin, destination bin, quantity, and applicable inventory-tracking information.

Maintaining Inventory Traceability

When inventory is lot-controlled or maintained in different units of measure, the Warehouse Movement can preserve the applicable information as products move between bins.

Depending on the customer’s configuration, a movement may include:

• Item
• Warehouse
• Source bin
• Destination bin
• Quantity
• Unit of measure
• Lot number
• Posting date

This helps maintain an auditable record of internal inventory activity without treating the movement as a purchase, sale, or transfer between warehouses.

Breakbulk Activities

A Breakbulk Warehouse Activity converts an item from one unit of measure to another within the warehouse.

For example, inventory received or stored by pallet or case may need to be converted into cases, inner packs, or individual units before picking or consumption.

A breakbulk activity can record:

• The item being converted
• The warehouse and bin
• The original quantity and unit of measure
• The resulting unit of measure
• Applicable lot information
• The destination bin

The item remains within the warehouse, but its inventory is represented in a different unit of measure according to the item’s configured conversion rules.

Common Breakbulk Uses

Breakbulk processing may be useful when an organization needs to:

• Open a pallet for case picking
• Convert cases into individual units
• Repackage inventory for customer orders
• Prepare bulk inventory for production
• Move converted quantities into a designated pick bin
• Maintain visibility into the unit of measure currently available in each bin

Breakbulk functionality depends on properly configured item units of measure and conversion factors.

Controlled Processing

Internal warehouse activities generally follow a controlled process:

1. Identify the required movement or conversion.
2. Record the item, warehouse, bins, quantity, and tracking information.
3. Review the activity for accuracy.
4. Print warehouse instructions when needed.
5. Post the activity to update inventory records.

The exact process depends on the organization’s GoldFinch configuration and warehouse procedures.

Connected Information on Salesforce

Because GoldFinch is Salesforce-native, internal warehouse activities remain connected with the related item, warehouse, bin, lot, and inventory records.

Authorized users can review:

• Inventory by warehouse and bin
• Posted warehouse movements
• Breakbulk activity
• Original and converted units of measure
• Lot-related movements
• Warehouse entries and transaction history

This connected information helps warehouse and office teams investigate inventory changes without maintaining separate movement records.

Business Benefits

GoldFinch Internal Warehouse Activities can help organizations:

• Maintain accurate bin-level inventory
• Improve visibility into internal stock movements
• Support replenishment and warehouse organization
• Convert inventory into the units needed for picking or production
• Preserve lot and unit-of-measure traceability
• Reduce informal or undocumented inventory relocations
• Standardize internal warehouse procedures
• Maintain an auditable warehouse transaction history

Important Considerations

Use Internal Warehouse Activities consistently whenever inventory is physically moved between bins or converted to another unit of measure.

Available functions depend on the customer’s licensed GoldFinch modules, item setup, units of measure, warehouse configuration, and user permissions.

GoldFinch customers can sign in to Clientcare for detailed instructions on creating, printing, reviewing, and posting Warehouse Movements and Breakbulk Activities.