Transfers

9 articles

About Transfers

Transfers are the permanent movement of inventory from one stocking location to another stocking location. The transfer is created when the inventory is shipped and then received at the destination stocking location unless it is lost in transit.

Updated by Cheryl Wallace

General tab for Transfers

The General tab on the Transfer page includes basic information identifying the inventory shipment. The minimum required information is in red text. Transfer No The identifying number for the invento…

Updated by Cheryl Wallace

Details tab for Transfers

The Details tab on the Transfer page contains the list of items and quantities transferred. The received and lost quantities are shown as well as the quantity still in transit.

Updated by Cheryl Wallace

Receipts tab for Transfers

The Receipts tab on the Transfers page displays the list of all item IDs, part numbers, and descriptions with received quantities and transfer receipt numbers for all receipts for the transfer.

Updated by Cheryl Wallace

Lost in Transit tab for Transfers

The Lost in Transit tab on the Transfers page displays the list of all item IDs, part numbers, and descriptions with lost quantities and Lost in Transit document numbers for all for the transfer.

Updated by Cheryl Wallace

Creating a Transfer

Move inventory from one stocking location to another. Click Locations in the left side menu bar and click Transfers.…

Updated by Cheryl Wallace

Looking Up a Transfer

Click Locations > Transfers. Enter any known information about the transfer as a pre-filter. Click ​Search.

Updated by Cheryl Wallace

Editing a Transfer

The inventory can be changed on the Details tab only for open transfers...The Shipping Instructions and Notes can be edited for all transfers, including those that have been fully received or cancelled.

Updated by Cheryl Wallace

Cancelling a Transfer

A transfer can be cancelled if unreceived or partially received. Serialized items will be placed back in stock. Once the transfer is cancelled, it can no longer be received as nothing is outstanding.

Updated by Cheryl Wallace