What you can do
Move a tool you have already picked to a different cost allocation – another machine, project or operation – without carrying it back to the cabinet. CRIBWISE books the change as a return plus a new pick, so the cost follows the job the tool is really used on.
Before you start
- The pick must be a durable item. Only durable picks appear in the move list. Consumables – inserts, drills, gloves – are not offered, because a consumable is booked as used up when it leaves the cabinet.
- The pick must still be open. Once an item has been returned there is nothing left to move.
- Know the new cost allocation. The wizard asks for every level of the cost allocation set your device uses, in the same order as during picking.
- Move picked item must be on the main menu. The tile is hidden unless all four conditions below are met.
When the Move picked item tile is shown
| Condition | Where an administrator sets it |
|---|---|
| Use cost allocation is ticked | Admin Portal > Administration > System settings > Stock daily use |
| Allow move item is ticked | Admin Portal > Administration > System settings > Stock daily use |
| The device uses a cost allocation set – anything other than No cost allocation | Admin Portal > Data management > Devices > the device > Cost allocation set |
| Your user group has at least one of these return privileges: Return as new, Return as used, Return for service, Return as scrap | Admin Portal > Administration > Group management > the group > SFI Privileges |
A move needs return privileges because that is what it is built on. Return for recycle is the one return privilege that does not enable it.
Important: A move is booked as a return plus a new pick, not as an edit. In the Raw transaction report one move appears as a Return and a Pick with the same timestamp, and the pick date on the item changes to the time of the move. A per-pick usage cost is therefore charged again on the cost allocation you move the item to.
Note: A device reads system settings when it synchronizes. If an administrator has just ticked Allow move item and the tile is still missing, ask them to press Force synchronization on the device.
Quick start
Experienced users – move a pick in 5 steps:
- Tap Move picked item on the main menu.
- Tap the pick you want to move.
- Choose the new cost allocation, one level at a time.
- Set the quantity to move.
- Tap Move item.
Need more detail? Follow the full steps below.
Steps
Step 1 – Open Move picked item
- On the Shop Floor Interface main menu, tap Move picked item.
The wizard opens on Item selection. The circles across the top show what is still ahead: one circle for each cost allocation level, then Quantity selection.
The main menu: (1) Move picked item. If the tile is missing, see the conditions under Before you start.
Step 2 – Find the pick you want to move
Select item and cost allocation lists the open picks together with the cost allocation each one is booked to.
- Find your pick in the list. Type in the search field, or scan the item barcode with the scanner button.
- Tap the row.
(1) The pick, with the cost allocation it is booked to now. (2) Search field, with the filter, sort and scan buttons beside it. (3) Show mine.
Each row tells you what you are about to move:
| On the row | What it means |
|---|---|
| Item ID | The item that was picked. |
| Cost allocation | The levels the pick is booked to now – the values you are about to change. |
| Picked on | Date and time of the pick. Use it to tell two similar picks apart. |
| Quantity | How many pieces are out on that pick, and their condition, for example 1 New. |
Tip: The list starts with the picks of every user, so you can move a colleague’s pick. The button in the bottom-left corner switches the view: Show mine narrows the list to your own picks, and then reads Show all to switch back. Use the funnel button to filter by cost allocation and the sort button to reorder the list.
Step 3 – Choose the new cost allocation
The wizard now asks for the new cost allocation, one level at a time.
- Tap the value for the level shown, for example the machine.
- Repeat for every remaining level.
The first level of the cost allocation set. (1) The machine the tool is moving to.
The next level. The breadcrumb keeps what you have already chosen, so you can tap back to change it.
Levels that have only one possible value are filled in for you and the wizard moves straight on, so you may see fewer screens than there are circles.
Step 4 – Set the quantity and move
- On Select quantity, set how many pieces to move.
- Tap Move item.
(1) Quantity to move. (2) Move item. The breadcrumb shows the complete new cost allocation before you commit.
The + button stops at the quantity that is out on the pick, so you cannot move more pieces than you picked. To move part of a pick, set a lower number and repeat the move for the rest.
Success: A green Picked item moved notification appears and the Shop Floor Interface returns to the main menu. There is no summary screen to close.
The confirmation appears in the top-right corner and disappears on its own.
To check the result, open Move picked item again: the pick is now listed under its new cost allocation.
The same pick after the move: new machine, and a pick time that matches the move.
What a move changes
| What | After the move |
|---|---|
| Cost allocation of the pick | The values you selected. |
| Transaction history | One Return and one Pick with the same timestamp, visible in the Raw transaction report in the Admin Portal. |
| Pick date on the item | Updated to the time of the move – check Latest picks on the item in the Admin Portal. |
| Cost | A per-pick usage cost is charged again, on the new cost allocation. |
| Stock in the cabinet | Unchanged. The item never physically goes back. |
| Item, location and condition | Unchanged. |
Next steps
- Return the item when the job is finished – see How to return, scrap, and recycle items in SFI.
- Check how the cost landed – cost allocation levels and reporting are explained in Understanding cost allocation.
Troubleshooting
| Problem | Likely cause | Fix |
|---|---|---|
| Move picked item is not on the main menu | One of the four conditions is not met: cost allocation switched off, Allow move item unticked, the device set to No cost allocation, or your group has none of the four return privileges. | Ask an administrator to check the conditions listed under Before you start. |
| The tile is still missing after the setting was ticked | The device has not synchronized since the change. | Ask an administrator to open the device in the Admin Portal and press Force synchronization. |
| The list is empty | There are no open durable picks. Consumable picks are never listed, and a pick that has been returned is gone. | Check that the item is durable and still out. A consumable booked to the wrong cost allocation has to be corrected in the Admin Portal. |
| You cannot find a colleague’s pick | The list is filtered to your own picks. | Tap Show all in the bottom-left corner. When the button reads Show mine, every user’s picks are already shown. |
| The + button will not increase the quantity | You have reached the quantity that is out on that pick. | Move the rest as a separate move, or pick the extra pieces first. |
| The value you need is not on a level | The value is not part of the device’s cost allocation set, or it is not available to your user group. | Ask an administrator to add it – see How to create and manage cost allocation sets. |
Related articles
- How to pick an item – the picking flow, including how the cost allocation is chosen in the first place.
- How to return, scrap, and recycle items in SFI – the operation a move is built on.
- Understanding cost allocation: structure, setup, and examples – what the levels mean and how the cost is reported.
- How to create and manage cost allocation sets – add or change the levels and values operators see.
- How to configure custom cost allocation lists and hierarchies – control which values are offered on each level.
- How to create and manage devices – where the device’s cost allocation set and synchronization are managed.