Transfer Inventory

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.