Creating a Transfer

Updated by Cheryl Wallace

Disambiguation: This describes changing the ownership of inventory, from one stocking location to another. To check out to or assign temporary responsibility for inventory to a person or a non-stocking location such as a job site or project, use Issue / Return.
  1. Click Locations in the left side menu bar and click Transfers.
  2. Click in the edit tool bar to add a new transfer record.
  3. Enter the required information and any additional details. The required data is From Location, To Location, and Inventory Status. If the Transfer Rental module is in use, enter the Billing Location, and Billing Date if not using the transfer date.
  4. Click the Details tab.
  5. Enter the details for each item ID to be transferred.
    1. Enter an item ID in the Add Details field. The item and related details will be moved to the grid with the default Transfer Qty of 1.
    2. Modify the Transfer Qty in the grid if required.
    The quantity being transferred cannot be greater than the quantity on hand at the From Location even if Allow Negative QOH is enabled for that location.
    1. If required, enter the Container No.
    2. If required, add the Cost Code for this item ID.
  6. Click in the edit tool bar to save the changes. The transfer number generated will be displayed in the confirmation message.
To generate a packing slip for the transfer, click Print on the toolbar.

See also:

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