Page Comparison

Inventory Transfer

Request Search

The

Inventory Transfer Request Search allows you to locate any previously created transfer requests, and review and update the status.

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After searching for your specific criteria, you will receive a list of any requests that match in the section below.

Inventory Transfer Request List

This section contains the matching search results.  It is a list of the inventory transfer requests in the system, and actions that you can perform against them individually or in bulk.

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New Inventory Transfer Request

Click on the "New Inventory Transfer Request" button to create a new request.

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This will load an entirely new screen, the Inventory Request screen.

Inventory Request Screen

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Requests will always begin in New status.  

Select the Source Area (where you want to acquire the inventory from) and the Destination area (where it needs to be moved to) and the sub location within the inventory area.

You can enter in any comments regarding the move, and also the date you will need the inventory by.

Indicate the specific products to be transferred and the requested quantities line by line.

Or, use the Pick List tool to quickly select items to request.

Pick

List

Click on the Pick list button to open a pick list window.

At the top, select the pick list you wish to use.  (Pick lists must be defined under Product Setup. Inventory Pick lists are shared with Billing Pick Lists.)

Increment the quantities for the Inventory Transfer Request, and then click on the Post button.

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Edit Inventory Transfer

Request

Requests will stay in the status of New until an employee has begun working on the list.

Select the request you will be working on, then click Edit Request.  Or double click the request row to open it.

The main Inventory Request Screen will open to allow a user to edit it.

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Submit Inventory Transfer Request

A request will only transition from New status once it has been Submitted. 

Click on the Submit button from within the request to begin this process.

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The status of the request will change to Submitted.

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Process Inventory Transfer Request

Once a request has been formally Submitted, it can be processed singularly or in a batch.

To process a request, first search for any Submitted requests. 

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A list of submitted requests will appear below.

Find the request you want to process. Then click on the shopping cart icon next to the request you wish to transfer to begin.

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A request screen will load.  The requested quantity will come from the default areas first, assuming it has enough stock.  Alternate locations with stock will also appear below.

When you have finished filling out the transfer quantities (and depending on your workflow, loaded up the stock cart with the products), you can click on Post Transfer to complete the process.

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Once a transfer has been posted, the status will change to Complete.