What is Epicor Put Away?

How Epicor Put Away Works

The process generally begins after goods arrive and the receiving transaction is recorded. Depending on the item's requirements, materials may first undergo inspection, identification, labeling, or quality checks. Warehouse personnel then determine the appropriate storage location and complete the required inventory movement.

• Identify received goods: Confirm the item number, quantity, receipt reference, and any required lot or serial information.
• Determine the destination: Select an appropriate warehouse, storage zone, rack, or bin based on the item's characteristics and warehouse rules.
• Move the inventory: Transport the goods from the receiving area to the designated storage location.
• Record the movement: Enter or scan the destination and quantity through the applicable Epicor transaction or warehouse workflow.
• Confirm inventory availability: Verify that the transaction reflects the correct location and status for subsequent warehouse or production activities.

For example, a manufacturer receives 120 units of a component. After any required inspection, the warehouse team places 80 units in Bin A-01 and 40 units in Bin A-02. Recording both movements gives staff a clear view of where all 120 units are stored.

Key Components of the Put Away Process

Effective put away depends on accurate inventory identification and clear storage rules. The key components vary by facility, but commonly include:

• Item identification: The part number or stock code used to identify the material.
• Quantity and unit of measure: The number of units moved, recorded in the appropriate inventory unit.
• Warehouse and bin location: The destination used to locate the goods during picking, replenishment, or production staging.
• Inventory status: The distinction between stock available for use and stock awaiting inspection or other release steps.
• Lot and serial tracking: Traceability information for materials that require batch-level or individual-unit identification.
• Transaction history: The record of inventory movement that supports audits, reconciliation, and investigation of stock differences.

These details help employees find materials quickly and allow inventory planners to make purchasing and production decisions using dependable stock information.

Put Away and Inventory Accuracy

Put away affects the accuracy of location-level inventory records. Even when the total quantity on hand is correct, an incorrect bin assignment can lead warehouse employees to search the wrong location or plan work around stock they cannot readily access. Recording each movement against the actual destination keeps the physical warehouse aligned with the ERP inventory view.

Put away also supports traceability. If a component is tracked by lot number, the recorded movement should preserve the relationship between that lot and its storage location. For materials awaiting inspection, the workflow should maintain the appropriate inventory status until the required release conditions are met.

Reliable location records contribute to cycle counting, replenishment, production scheduling, and order fulfillment. They also help finance teams understand inventory balances and investigate differences between recorded quantities and physical stock.

Integration with Epicor ERP and Finance

Epicor ERP connects warehouse activity with purchasing, inventory management, manufacturing, and financial processes. Put away contributes location and movement information to these workflows, subject to the functions enabled in the specific implementation. Understanding the relevant Epicor ERP Modules helps businesses determine how warehouse transactions interact with inventory control and other operational records.

Epicor Integration Finance describes the connection between ERP information and financial workflows. Accurate put-away transactions help maintain dependable inventory records that support valuation, reconciliation, and period-end reporting under the company's accounting policies. When extending epicor through ERP integration, organizations should establish consistent item identifiers, location mappings, transaction rules, and data ownership.

Automation can support these workflows through configurable transaction handling and integrated data processing. The Hyperbots Platform offers company-specific configurations for ERP integrations, workflows, roles, and general ledger structures through a no-code framework. Its Process Specific Capabilities support process-focused AI automation, while Ready to Deploy Capabilities include pre-trained agents, ERP connectors, and configurable finance workflows.

For finance activities connected to inventory transactions, Self Learning Capabilities can help refine workflows using human feedback. A Human in the Loop approach allows authorized employees to review exceptions and approve transactions that require judgment. These capabilities complement warehouse controls by helping connected finance processes use consistent, validated information.

Best Practices for Effective Put Away

Organizations can improve put-away accuracy by standardizing storage procedures and keeping physical movements aligned with system records. Useful practices include:

• Assign clear storage rules based on item dimensions, handling requirements, turnover, and traceability needs.
• Record movements promptly and confirm that the entered destination matches the physical bin.
• Use barcode scanning where supported to validate item and location identifiers.
• Keep inspection and restricted-stock statuses distinct from inventory available for production or picking.
• Review location discrepancies through cycle counts and investigate recurring causes.
• Train warehouse employees on transaction procedures and responsibility for inventory record accuracy.

Connected finance workflows can also benefit from accurate operational data. How Hyperbots AI Agents 10x Epicor Finance Operations discusses AI-driven finance workflows that extend Epicor, including receipt-related processing. Closing Epicor Finance Gaps with Hyperbots AI Agents explores how integrated automation can connect ERP transactions with activities such as invoice processing, cash application, and financial close.

Summary

Epicor Put Away is the process of transferring received goods into designated warehouse storage locations and recording those movements in the ERP system. Accurate item, quantity, bin, and inventory-status information supports stock visibility, traceability, production planning, and order fulfillment. By applying consistent storage rules and integrating warehouse transactions with inventory and finance workflows, businesses can improve operational efficiency and maintain more reliable inventory records.