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This functionality is new as of version 4.1.

Inventory can be split, merged, or moved within the Source Inventory Area via the ‘Inventory Transfer Request’ screen.

To Split, Merge, or Move Inventory:

  1. Navigate to the ‘Inventory Transfer Request’ screen.

  2. Right-click on the Inventory Item.

    1. The Inventory Item is represented by the columns to the right of, and including' the ‘Qty on Hand’ column.

  3. Select the ‘Split Inventory Item’ menu option.

  4. The ‘Split / Merge Inventory’ dialog will open.

    'Inventory Transfer Request' screen - 'Transfer Request' tab - 'Split - Merge Inventory' dialog
  5. Select the New Inventory Location and Quantity.

    1. Reduce the Quantity in the Current Inventory Location by the amount to be moved.

  6. Specify the other Inventory Attributes:

    1. Expiration Date

    2. Lot Number

    3. Serial Number

    4. NDC

    5. Manufacturer

  7. The ‘Incoming Qty’ displays the Available Quantity in the Current Inventory Location.

  8. The ‘Current Total Qty’ will be adjusted as the Quantities in the Current Inventory Location and New Inventory Locations are adjusted.

  9. Click the ‘Save’ button to post the changes.

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