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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.

In order to have access to the 'Split Inventory Item' menu option:

One of the following must apply:


To Split, Merge, or Move Inventory:

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

    'Inventory Transfer Request' screen - 'Split Inventory Item' menu option
  2. Right-click the row that represents the Inventory Transfer Request Item.

    1. The Inventory Transfer Request Item is represented by the columns to the left of, and including' the ‘New Qty’ column.

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

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

    'Inventory Transfer Request' screen - '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; OR,

  10. Click the ‘Cancel’ button to cancel the operation and close the dialog.

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