How to transfer inventory from one location to another

 

§       Select Operations Tab then Transfer Tab.

§       Select New Transfer Link on left navigation bar.

§       Select the From Facility.

§       Now, select the From Location you want to transfer products from.

§       Select the To Facility.

§       Now, select the To Location you want to transfer products to.

§       Add any Reference Notes if needed.

§       Search for products under the Add Items Tab.

§       Select your products, select the appropriate Unit of Measure and then click the Add Selected Button.

§       As you select products, the products will be displayed under the Transfer Items Tab.

§       Click the Edit Link next to a product under the Transfer Items Tab if you need to modify the quantity or add a Product Note.

§       When you’re done with the Transfer, click the Submit Transfer Button.

§       The adjustment will be displayed under the Transfer List Link.

 

images\pencil.gif The Inventory Transfer will stay in a Pending Status until the Submit Adjustment Button is selected. If you want to cancel the Inventory Transfer, select the Kill / Cancel Adjustment Button.

 

Click here to see Video Demonstration.

Click here to see Frequently Asked Questions.

 

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