Using Transfer All

Updated by Cheryl Wallace

  1. Click Locations in the left side menu bar and click Transfer All.
  2. Enter the general information for the transfer. The minimum required information is From Location, To Location, and Inventory Status.  The Billing Location is required when the Transfer Rental module.
  3. Select Print after saving? to generate a packing slip when the transfer is created.
  4. Click to process the transfer of all inventory. A message is displayed showing the number of item IDs to be transferred and the quantity of items unreceived (in transit) or not available to transfer because they are issued.
  5. Click OK on the confirmation message to create the transfer or Cancel to stop the transfer. A confirmation message shows the transfer number generated.
Any inventory that is issued or still in transit on another transfer will not be transferred. These items must be handled separately. Issued items must be returned. Outstanding transfers can be lost in transit, if appropriate.
Transfers of more than 200 item IDs will be split into multiple transfers. Each transfer will have the original transfer number as the Reference and each subsequent transfer will have a sequential number added at the end of the transfer number.

See also:

​Copyright © 2020-2024 ToolHound Inc. All Rights Reserved.

How did we do?