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To move inventory from one location to another, use the Transfer Inventory option.

Pre-Requisites

  1. Inventory
  2. Adjustment Codes

Step-by-step guide

  1. Access to Inventory module.

  2. Click Transfer Inventory.

  3. Select a Company under the "Transfer From Info" section.

  4. Select a Division.

  5. Select a Location.

  6. Optional: Select other options for the From location such as Inventory Type, Item Code to filter down available inventory lines. 

  7. Select a Company under the "Transfer To Info" section.

  8. Select a Division.

  9. Select a Location.
     
  10. Select a Period.

  11. Optional: Specify any other transfer to information such as Bin, Ship Via, or Transfer Date

  12. Specify an Adjustment Code.

  13. Click Retrieve.

  14. Find the desired Items / Lines that you wish to transfer.

  15. Enter in a Transfer Qty or Transfer Pack value on the desired lines.

  16. Click Transfer.

  17. Click Yes to confirm the transfer.

  18. Optional: Click the Print or Print BOL buttons to print a report of the transfer.

  19. Click Close

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