Transfer Inventory Screen

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: 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