Transfer

The Transfer inventory transaction page is used to move items from one warehouse location to another. The Transfer function is only available if Advanced Inventory is enabled.

The transfer process can be completed either by performing a Transfer Out and then a Transfer In, or by performing a Quick Transfer.

  • Transfer Out – moves items out of a current warehouse and designates the warehouse they are to be sent to

  • Transfer In – moves items into a designated warehouse when they arrive and are received into inventory

  • Quick Transfer – moves items out of one warehouse and into another in one step

In general, the Transfer Out and Transfer In process is used when there is a shipping lag between the two events to ensure that the transactions reflect the actual movement of the items. A Quick Transfer is often performed when warehouses are on the same property or when items are being transferred between bin locations in a single warehouse and the logistics of the transfer does not need to be managed.

To open the Transfer page:

  1. Access the Inventory module by clicking the Inventory link at the top of the page.

  2. Select the Transactions tab.

  3. At the top of the page, click the Transfer link.

You can perform the following operations on this page.

ClosedTransfer Out

A Transfer Out transaction removes items from a warehouse and designates the warehouse that the items should be transferred to. Although you can transfer multiple items, you must transfer them to a single warehouse. If you want to transfer items to multiple warehouses, you must create separate transactions.

When you transfer items out, the system reduces the on-hand quantity of each item by the number transferred out of the warehouse.

To transfer items out of a warehouse:

  1. In the Transfer Action field, select Transfer Out.

  2. In the Warehouse field, select the name of the warehouse that the items are being transferred out of.

  3. In the Transfer to field, select the name of the warehouse that the items are being transferred to.

    Once you have selected both warehouses, the page expands allowing you to specify the items being transferred.

  4. In the Issue Date field, enter the date on which the transfer will occur.

    The system defaults to today's date; however, you can enter a different date or click the calendar icon to select a transfer date.

  5. Specify an item to transfer.

    1. Click the Select link to select the item to transfer.

      A dialog box opens allowing you to search for and select an item.

    2. Specify criteria to locate the item and click FIND.

      The dialog box updates, listing all items that match the specified criteria.

    3. Click the Part # of the item you want to transfer.

      The item is displayed on the Transfer page.

      Once you select and item, the Qty Available appears. This value is the total number of items in all bins minus any items that are currently reserved in Shopping Carts.

      If you select the Show Details check box, the quantity of items in each bin and lot is displayed to assist you in selecting which items to transfer.

    4. Select the Bin that contains the items to transfer.

    5. In the Qty. Issued field, enter the number of items that will be transferred.

  6. Repeat step 5 for each item you want to include in this transaction.

  7. Click TRANSFER.

    The transaction is created and listed at the bottom of the page.

ClosedTransfer In

A Transfer In transaction receives items that were transferred out of another warehouse and places them into the new warehouse, updating the on-hand quantity with the number of items transferred.

To transfer items into a warehouse:

  1. In the Transfer Action field, select Transfer In.

  2. In the Transaction # field, enter the transaction number of the Transfer Out transaction that you are receiving.

    If you do not know the transaction number, you can locate it on the Transfer Out page by selecting the appropriate warehouses.

  3. Press the Enter key on your keyboard.

    Details about the transfer transaction appear.

  4. In the Bins field, select the appropriate bins to store each transferred item in.

    If the appropriate bin is not listed in the Bins drop-down menu, you can click the item number to open the Material Item Details page, and add the appropriate bin.

  5. Click TRANSFER IN.

    The items are transferred in and a transaction record appears at the bottom of the page.

ClosedQuick Transfer

A Quick Transfer transaction transfers items from one warehouse location to another in a single step, updating the on-hand quantities of both locations.

To perform a quick transfer:

  1. In the Transfer Action field, select Quick Transfer.

  2. In the Warehouse field, select the name of the warehouse that the items are being transferred out of.

  3. In the Transfer to field, select the name of the warehouse that the items are being transferred to.

    Once you have selected both warehouses, the page expands allowing you to specify the items being transferred.

  4. In the Issue Date field, select the date on which the transfer will occur.

    The system defaults to today's date, however, you can click the calendar icon to select a different transfer date.

  5. Specify an item to transfer.

    1. Click the Select link to select the item to transfer.

      A dialog box opens allowing you to search for and select an item.

    2. Specify criteria to locate the item and click FIND.

      The dialog box updates, listing all items that match the specified criteria.

    3. Click the Part # of the item you want to transfer.

      The item is displayed on the Transfer page.

      Once you select and item, the Qty Available appears. This value is the total number of items in all bins minus any items that are currently reserved in Shopping Carts.

      If you select the Show Details check box, the quantity of items in each bin and lot is displayed to assist you in selecting the items to transfer.

    4. Select the Bin that contains the items to transfer.

    5. For lot-controlled items only, select the Lot that the items you want to transfer are from.

    6. In the Qty. Issued field, enter the number of items to be transferred.

  6. Repeat step 5 for each item you want to include in this transaction.

  7. Click TRANSFER.

    A dialog box opens, allowing you to select the bins the transferred items should be stored in.

  8. In the Bin fields, select a bin for each item.

  9. Click TRANSFER IN.

    The items are transferred and a transaction record appears at the bottom of the page.

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