Inventory Transfer

It is sometimes necessary to transfer inventory between multiple locations, in multiple warehouses or between multiple locations within a single warehouse.  This is in processed the Inventory Transfer window and can be reviewed within the Transaction List.

Review Inventory Transfers

1. Choose the Transactions list from the left navigation bar.
2. Search for and locate the session or transaction types in question.
3. Select session for review.
4. Sessions saved, but not posted will show Draft on the list, as well as a watermark on the read only window for the transaction. These can be modified before posting by clicking the Edit button.
5. Posted sessions will show more information, such as unit cost and amount adjusted.

Create and Post an Inventory Transfer between Two Warehouses

1. To start a new inventory transfer, go to Inventory > Inventory Transfers.
2. Click New (Ctrl-N) to start a new session.
3. Set the Session Date which is the date the transfer will be posted into inventory.
4. Select the From Warehouse and To Warehouse.
5. Add the product being transferred and the quantity you want to move.
   1. If utilizing Lot / Serial Numbers, select the Lot / Serial Number being transferred.
   2. If utilizing Bin Locations, specify the Locations for both the from and to part of the transaction on each row.
6. Save the session to Print the Inventory Transfer register or skip to the next step.
7. Click Post.
8. Once posted, users with proper access will be prompted to Preview, Print, or Cancel report printing. This report can be accessed at any time through the inventory reports menu.

Create and Post an Inter Warehouse Inventory Transfer

1. To start a new inventory transfer, go to Inventory > Inventory Transfers.
2. Click New (Ctrl-N) to start a new session.
3. Set the Session Date which is the date the transfer will be posted into inventory.
4. Select the same From Warehouse and To Warehouse.
5. Add the product being transferred and the quantity you want to move.
   1. If utilizing Lot / Serial Numbers, select the Lot/Serial Number being transferred.
   2. If utilizing Bin Locations, specify the Locations for both the From Location and To Location part of the transaction on each row.
6. Save the session to Print the Inventory Transfer register or skip to the next step.
7. Click Post.
8. Once posted, users with proper access will be prompted to Preview, Print, or Cancel report printing. This report can be accessed at any time through the inventory reports menu.