About Transfer All

Updated by Cheryl Wallace

Transfer All is used to transfer all on hand inventory from one stocking location to another stocking.  The transfer will need to be received at the destination or indicated as lost in transit.

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. Example: 819 items are transferred using Transfer All. This will generate a total of 5 transfers (4 transfers of 200 item IDs and one of 19 item IDs). If the base transfer number generated is "TOL3", each transfer would have TOL3 in the Reference and the transfer numbers would be TOL3, TOL3 - 2, TOL3 - 3, TOL3 - 4, and TOL3 - 5.

Any inventory that is issued or still in transit on another transfer will not be transferred. These items must be handled separately either before using Transfer All or afterwards. Issued items must be returned, possibly written off if a project is shutting down. Outstanding transfers can be lost in transit, if appropriate.

Fields on this page include:

Use Current Date & Time

The transfer will default to the system date and time. To use a different date and time for the transfer, remove the check the enter the Transfer Date and Time.

From Location

Select the originating location from which the parts are to be transferred.

To Location

Select the destination location to which the parts are to be transferred.

Inventory Status

Select a new inventory status for the serialized items until they are received.

Print after saving?

Check this box to print the packing slip during the processing.

Billing Location

Select the billing location, if applicable, to which the parts are to be charged. Required when the Transfer Rental module is in use.

Billing Date Same as Transfer Date/Time?

Select/Enter the billing date, if applicable. Required when the Transfer Rental module is in use.

Transfer Rate Sheet

The rate sheet based on the combination of Billing Location and To / From locations.

Transfer Type

Select a transfer type from the drop down list.

Shipping Instructions

Enter the shipping instructions for the transfer being created. Up to 100 characters.

Notes

Enter the notes for the transfer being created.  Up to 255 characters.  

Related Reports
Packing Slip, Transfers

See also:

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