Use this procedure to move inventory items from one warehouse to another.
Note: The item must belong to both Warehouses to perform a Transfer.
- From the Inventory Main Menu, click Transfers.
- Select the Warehouse that the items will be transferred from.
- The Date Issued field populates with the current system date. You may modify this date.
- Type or select the Type you want to use.
To add a new Type, double-click in the Type field, or type a new Type and press Enter. The Type add/edit list displays. - Select the Receiving Warehouse.
- The Print Status may be changed for the Request, Picking Ticket and Packing Slip.
- Add the items to transfer in the Details grid.
To add items to transfer in the Details grid:
The Transfer request may have need to approval from management. Once approved, enter the Approved Date and change the status to Shipped/Closed.
The manager approving the Transfer has the option to disapprove individual items if desired. This could be the case if the sending warehouse is running low on that item and they do not want to transfer those items.
Tabs:
The Transfer screen has several tabs of information available. Based on the Transaction Type, the tab focus and required fields vary. For a Transfer, the tab focus is set to the Details Tab.
For more information, see Transfers.