To move inventory from one location to another, use the Transfer Inventory option.
Pre-Requisites
- Inventory
- Adjustment Codes
Step-by-step guide
- Access to Inventory module.
- Click Transfer Inventory.
- Select a Company under the "Transfer From Info" section.
- Select a Division.
- Select a Location.
- Optional: Select other options for the From location such as Inventory Type, Item Code to filter down available inventory lines.
- Select a Company under the "Transfer To Info" section.
- Select a Division.
- Select a Location.
- Select a Period.
- Optional: Specify any other transfer to information such as Bin, Ship Via, or Transfer Date.
- Specify an Adjustment Code.
- Click Retrieve.
- Find the desired Items / Lines that you wish to transfer.
- Enter in a Transfer Qty or Transfer Pack value on the desired lines.
- Click Transfer.
- Click Yes to confirm the transfer.
- Optional: Click the Print or Print BOL buttons to print a report of the transfer.
- Click Close.
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