§ 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.
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.