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Create a Transfer

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Transfers are used to move inventory from one warehouse to another if a part you require is in stock at another warehouse. The warehouse can be local or remote.

  • Step 1. Create Transfer
  • Step 2. Add Parts to the Transfer
  • Step 3. Send the Transfer

Step 1. Create Transfer

  1. Navigate to Transfers and the Inventory Transfer Management screen displays.

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  1. Click the New Transfer button and the Create Transfer form displays.

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  1. From the Transfer Mode drop-down, select either:
    • Local Move - Transfer parts between warehouses within the same site.
    • Remote Transfer - Transfer parts between warehouses within separate sites.
  2. In the Purpose field, enter the purpose of transfer.
  3. From the Source Warehouse drop down, select the warehouse the parts will be transferred from.

Source Warehouses credit budget accounts for the value of the transfer, as if they were returning inventory to a supplier.

  1. If the transfer has already been sent, click calendar picker and select the date the transfer was sent.
  2. From the Destination Warehouse drop-down, select the warehouse the parts have been sent to.

Destination Warehouses expense budget accounts for the value of the transfer, as if they were purchasing inventory from any other supplier.

  1. In the Deliver To field, enter the name of the recipient if you require a specific person to receive the transfer.
  2. If you have selected Remote Transfer, this field displays. - From the Tracking # field, enter the tracking number.
  3. Click the Save & Add Parts button and the new transfer displays OR if you want to add the parts later, then click the Create Transfer button. 

The transfer displays and next you can add the parts.

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Step 2. Add Parts to the Transfer

Add parts to a created transfer to track which parts are moving from one warehouse to another.

  1. Click the + Add Part  button. A new line populates in the parts list on the transfer screen.

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  1. In the search parts field, enter a search term and the search results populate.
  2. From the search results, select the part.

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  1. From the quantity field, enter the quantity.
  2. Click the Save button.

The part has now been added to the transfer.

If the part is not found, you can search in the Parts Master.

  1. Click the Search Parts Master button and then either create a new part or search for an existing part.
  2. New Part
    1. If the part is a new part, then click the New Part button.
    2. Then complete the part's details, learn more in Create a New Part and Create a New Tire Record.
    3. The part is added to the transfer.
  3. Existing Part
    1. If the part is an existing part, then in the Search parts master field, enter the name of the part.
    2. Hover over the part and then click the Add clipboard_ea55dec4164b3ddfa028dcb1673479fe1.png icon.
    3. The part is added to the transfer.

Step 3. Send the Transfer

After all parts are listed on the transfer and ready for fulfillment, send the transfer to the destination.

  1. Click the Send button.

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The transfer is now sent and ready to be received by the destination warehouse.

  1. Click the Print Packing Slip clipboard_e07fd267f9ca809aa9f6a721caedcbb28.png icon to add the packing slip with the physical transfer.

Next

Find out how the receiving warehouse, receives a Transfer.