Export locations and store movements

Initial export of all locations and their inventory

1. In the location card select which locations shall be exported to Handyman
2. In Handyman settings enable location export
3. In Handyman settings set the location export type to "Store with contents"
4. Export all stores via the Export action in the Handyman settings page
5. In Handyman settings set the location export type to "Stores only". From now on, only incremental exports are needed. If stores are exported, then without content so that they do not overwrite the inventory in Handyman.

Setup incremental export of store-movements

1. After the initial export, incremental changes in inventory are exported as store movements from BC to Handyman. This is based on filtered item ledger entries. 
2. Export of full store content should only be used in exceptional cases - see below.
3. In Handyman settings enable export of store movements in the fasttab Basicdata export.
4. In the same page go to the fasttab Automation and set the store movement export type to Job Queue / Batch.
5. Enable batch processing / job queue as described in the article on automation.

Manual export of store-movements

1. This scenario is typically not used in regular operations and is only relevant for system analysis and debugging.
2. In the Handyman settings page go to the fasttab Automation and set the store movement export type to Job Manual. 
3. Export store movements via the Export action on the page

Reset Handyman store content (export of store-movements

1. Sometimes the Handyman store content should be overwritten with new data from BC.
2. This happens in particular after conducting the annual inventory.
3. In Handyman settings set the location export type to "Store with contents"
4. Open the card of the location and export the location to Handyman.
5. Reset the location export type in Handyman settings to the original value.

Understanding inventory discrepancies between Handyman and BC

1. BC and Handyman may show different inventory.
2. This is by design and follows the different purpose and definition of inventory in the two systems.
3. BC manages inventory from an accounting point of view: Items are deducted from a location when the inventory change is posted. Actual consumption may happened much earlier.
4. The purpose of Handyman is to show the actual physically available inventory. This is what matters to service technicians in the field. Inventory is updated immediately after an item has been used - regardless when BC is actually posting this transaction.
5. Example: 
   • Location A has an inventory of 5 pieces in BC and in Handyman. 
   • In Handyman Mobile the technician is using 2 pieces on order x.
   • The inventory in Handyman is 5-2 = 3 pieces
   • In BC the inventory is still 5.
   • The Handyman order is exported to BC.
   • The BC order is updated with the data from Handyman
   • The BC order is posted / item lines are shipped.
   • After this step (and not any moment earlier) BC is updating the inventory to 5-2 = 3 pieces.