2 Step Inventory Transfers |
  
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Another way to complete an Inventory Transfer is to use the 2-Step Inventory Transfer. This option allows for separate entering and receiving of inventory transfers and places products into a "shipping status" when en route. This allows one location to generate the inventory transfer and the receiving location to"receive" the transfer in a separate transaction. Products considered as in "transit" will not be in stock until the transfer is received. Serialized assets will be flagged as "TRANSIT" for a status until the transfer is received.
To start a new Inventory Transfer, leave the Transfer Number blank and press Enter.
Enter the Transfer Date. Today's date will be the default, however the date can be edited.
Enter the FROM LOCATION the product/ products is coming from.
Enter the TO LOCATION the product/ products is going to.
Click the ADD icon to add product(s) to this Transfer Number. When adding the product(s), TO ON HAND and FROM ON HAND quantity previews will appear to the right.
Highlight a product and use either CHANGE or DELETE icons as needed. Use the INSERT button to insert a product line between any existing lines.
Note: if transferring a serialized product, the quantity will default to 1 and you will be prompted to select from the list of available serial numbers which serial number is to be transferred.
When finished adding products to this TRANSFER NUMBER, press CONTINUE to save the transfer transaction and you will be offered a transfer slip printout (or packing slip). Once you have pressed "CONTINUE", the system flags those products as in "TRANSIT". The products associated to this Inventory Transfer will not be marked as "received" or "in stock" at the new location until the products have been received in RECEIVE INVENTORY TRANSFER menu option.