How-To Manage Inventory Transfer Requests

Owned by Rick Eggleston (Unlicensed)
Last updated: Oct 20, 2023
2 min read

This functionality is new as of version 4.1.

The 'Inventory Transfer Request Search' screen is the starting point for creating and editing Inventory Transfer Requests.

Basic Inventory Transfer Request Workflow Outline with How-To pages:

This is an outline of the a general workflow for Inventory Transfers, using the ‘How-To’ wiki pages found in this section.

  1. Search for Transfer Requests:

    1. Search for Transfer Requests

    2. Open a Transfer Request

    3. Open a Transfer Request Pull

    4. Open a Transfer Request Stocking

    5. Add Transfer Request Comments & Alerts

      1. Configure Alert Types

  2. Start a Transfer Request:

    1. Start a Transfer Request

    2. Expand / Collapse the Inventory Transfer Details

    3. Add Transfer Request Items:

      1. Add any Transfer Request Item

      2. Add Transfer Request Items from Barcodes

      3. Add Transfer Request Items from a Picklist

        1. Create a Private Picklist On-The-Fly

        2. Print the Picklist report

      4. Add Transfer Request Items that are below Minimum Quantity

        1. Edit the Minimum Quantity for a Transfer Item

      5. Add Standard Orderable Products to a Transfer Request

    4. Add Transfer Request Comments & Alerts

      1. Configure Alert Types

    5. Add Inventory Adjustments

    6. Add Inventory while Requesting an Inventory Transfer

    7. Split an Inventory Item

    8. Save a Transfer Request

    9. Cancel Unreceived Transfer Request Items In Bulk

    10. Cancel a Transfer Request

    11. Delete a Transfer Request

    12. Delete a Transfer Request Item

    13. Go to Product Setup from a Transfer Request Item

    14. View Pending Transfer Requests and Purchase Orders

    15. View the Transfer Request Log

    16. View the Transaction Log

    17. Print the Transfer Request report

    18. Print the Transfer Request Shopping List report

  3. Submit a Transfer Request:

    1. Submit a Transfer Request

    2. Add Inventory Transfer Request Comments & Alerts

      1. Configure Alert Types

  4. Start an Inventory Pull:

    1. Start an Inventory Pull

    2. Add Inventory Items:

      1. Add an Inventory Item

        1. Edit the Minimum Quantity for a Transfer Item

      2. Split an Inventory Item

      3. Add Inventory Adjustments

    3. Save an Inventory Pull

    4. Continue an Inventory Pull

    5. Go to Product Setup for a Pull Item

    6. View Pending Transfer Requests and Purchase Orders

    7. View the Transaction Log

  5. Start an Inventory Stocking:

    1. Start an Inventory Stocking

    2. Expand / Collapse the Inventory Transfer Details

    3. Split a an Inventory Item

    4. Split a Stocking Item

    5. Edit Minimum Quantity for a Transfer Request Item

    6. Add Inventory Adjustments

    7. Save the Transfer Request Inventory Stocking

    8. Complete the Inventory Stocking

    9. Open the Transfer Request

    10. Go to Product Setup from a Transfer Item

    11. View Pending Transfer Requests and Purchase Orders

    12. View the Transaction Log

    13. Print the Transfer Request Inventory Stocking List report

    14. Print the Transfer Request Inventory Stocking report

‘About’ Topics:

Also refer to the ‘About’ wiki pages for more information about related topics.

How-To Configure Inventory Settings:

Also refer to the ‘How-To Configure Inventory Settings’ section for related configuration options.

Inventory Transfer How-To wiki pages (in alphabetical order):

Following is the list of all Inventory Transfer ‘How-To’ topics in alphabetical order: