Difference between revisions of "Transfer Inventory Screen"
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| + | The Inventory Transfer function moves inventory from specific Inventory Items in a selected Warehouse to a different Warehouse where additional inventory is required. | ||
| + | |||
| + | To access this function proceed as follows: | ||
| + | |||
| + | * From the Main Navigation screen Click: Warehouse Icon > Inventory Tab | ||
| + | * Click: [Transfer Inventory] button | ||
| + | * The of several "Inventory Transfer" screen opens | ||
| + | |||
| + | There are three buttons displayed on the first screen: | ||
| + | * '''[Active and Inactive]''' - displays either the "Active" or the "Active and Inactive" transfers (for example transfers that are already completed). | ||
| + | * '''[Complete Requested Transfers]''' - initiates completion of requested transfers | ||
| + | * '''[Inventory Transfer]''' - initiate an inventory transfer request | ||
| + | |||
| + | "Initiate an Inventory Transfer" | ||
| + | |||
| + | * Select the Warehouse that you will use for the source of your transfer, verify that you are | ||
| + | currently in that warehouse by looking at the "Warehouse:" name in the upper right hand | ||
| + | corner of the screen. [Change] to the correct source warehouse if needed. | ||
| + | * Click: [Inventory Transfer] to initiate a transfer | ||
| + | * Enter the "Inventory Item ID" you will use as the source for the transferred items. | ||
| + | Note: This is not the Product ID, it is the Inventory Item ID listed in the | ||
| + | [[Find Inventory Item Screen]] listing. | ||
| + | * Click: [Get Item] | ||
| + | * The '''"Inventory Transfer from warehouse-name"''' screen opens, where warehouse-name is for | ||
| + | the warehouse you selected in the first step. The quantity on hand for the Product is displayed. | ||
| + | * Refer to the next figure, which displays this screen. | ||
| + | * Look at "Product ID" -- Verify that the product to be transferred is the correct one. | ||
| + | * Click: [Now] on the line labeled "Transfer Send Date", if necessary edit the entry after | ||
| + | you click [Now] to reflect the desired send date. (Don't change the format of the entry, | ||
| + | just the numbers.) | ||
| + | * "To Facility" line -- select the destination warehouse from the drop down box. | ||
| + | (Don't use the Container entry box.) | ||
| + | * Enter or lookup the Location to use for this inventory in the destination warehouse. | ||
| + | * Provide optional comments regarding this transfer. | ||
| + | * '''Quantity To Transfer''' -- Enter the quantity of product to transfer from the Inventory Item | ||
| + | we have specified above. | ||
| + | * Click: [Transfer] to create the transfer request. | ||
| + | |||
[[Image:Transferinventory1.png]] | [[Image:Transferinventory1.png]] | ||
| + | |||
| + | Note that each Inventory Transfer addresses a specific "Inventory Item IDs" which pertains to the quantity | ||
| + | of one product which has moved into inventory of your source warehouse in the past. | ||
| + | |||
| + | After you click [Transfer] in the above procedure, the following "Transfer Inventory" screen opens to display | ||
| + | transfer requests that are pending completion. | ||
| + | |||
| + | THIS FIGURE IS OBSOLETE: | ||
[[Image:Transferinventory2.png]] | [[Image:Transferinventory2.png]] | ||
Revision as of 22:16, 9 November 2009
The Inventory Transfer function moves inventory from specific Inventory Items in a selected Warehouse to a different Warehouse where additional inventory is required.
To access this function proceed as follows:
* From the Main Navigation screen Click: Warehouse Icon > Inventory Tab * Click: [Transfer Inventory] button * The of several "Inventory Transfer" screen opens
There are three buttons displayed on the first screen:
- [Active and Inactive] - displays either the "Active" or the "Active and Inactive" transfers (for example transfers that are already completed).
- [Complete Requested Transfers] - initiates completion of requested transfers
- [Inventory Transfer] - initiate an inventory transfer request
"Initiate an Inventory Transfer"
* Select the Warehouse that you will use for the source of your transfer, verify that you are
currently in that warehouse by looking at the "Warehouse:" name in the upper right hand
corner of the screen. [Change] to the correct source warehouse if needed.
* Click: [Inventory Transfer] to initiate a transfer
* Enter the "Inventory Item ID" you will use as the source for the transferred items.
Note: This is not the Product ID, it is the Inventory Item ID listed in the
Find Inventory Item Screen listing.
* Click: [Get Item]
* The "Inventory Transfer from warehouse-name" screen opens, where warehouse-name is for
the warehouse you selected in the first step. The quantity on hand for the Product is displayed.
* Refer to the next figure, which displays this screen.
* Look at "Product ID" -- Verify that the product to be transferred is the correct one.
* Click: [Now] on the line labeled "Transfer Send Date", if necessary edit the entry after
you click [Now] to reflect the desired send date. (Don't change the format of the entry,
just the numbers.)
* "To Facility" line -- select the destination warehouse from the drop down box.
(Don't use the Container entry box.)
* Enter or lookup the Location to use for this inventory in the destination warehouse.
* Provide optional comments regarding this transfer.
* Quantity To Transfer -- Enter the quantity of product to transfer from the Inventory Item
we have specified above.
* Click: [Transfer] to create the transfer request.
Note that each Inventory Transfer addresses a specific "Inventory Item IDs" which pertains to the quantity of one product which has moved into inventory of your source warehouse in the past.
After you click [Transfer] in the above procedure, the following "Transfer Inventory" screen opens to display transfer requests that are pending completion.
THIS FIGURE IS OBSOLETE:
