Transfer Inventory

The Transfer Inventory feature is used to move inventory from one Stock Room to another or from one bin to another.

1. Select Actions > Transfer Inventory from the Main Menu.

   The Transfer Inventory window opens.

   • The area in the upper-left is used to designate the Stock Room from which items are to be transferred.

   • The area at the bottom lists the inventory for the currently selected Stock Room. Items to transfer are selected from this part of the window.

   • The area in the upper-right displays information regarding the destination for the selected items. There is an area to specify the destination stock room and a transfer cart that shows items to be transferred.

2. Select the stock room that will receive the items in the Transfer to Where area on the right side of the window.

   If necessary, change the designated Repair Center to locate the desired Stock Room. The destination Stock Room must be specified before adding items to the cart so that available bins at the location can be identified.

3. Select the stock room you'll be transferring the first item from in the area in the upper-left part of the window.

   If necessary, change the Repair Center to locate the desired Stock Room. The inventory in the chosen stock room display in the list.

4. Select the item you want to transfer.

5. Enter the quantity to be transferred in the Quantity field below the list.

6. Verify that the correct bin is selected from the Bin field.

   The first bin located in the destination stock room displays by default. If the part is maintained in multiple bins, you can select a different bin.

   If no bin is showing, this is an indication that the item does not yet exist in the destination stock room.

7. Click the Add to Transfer Cart button.

   The item is added to the Transfer Cart. The source stock room and the quantity to be transferred are listed.

8. Repeat steps 4-7 until you have selected all items you want to transfer between the selected stock rooms.

9. To transfer an item in a different stock room, change the Stock Room in the upper-left area.

   The list refreshes with inventory from that stock room. Proceed to add items as specified in steps 4-7 above.

   Important!

   If you need to change the destination Stock Room, you click the Reset button in the lower-left part of the window and start over.

10. To verify the source information for an item in the cart, hover your cursor over the item.

    A tool tip displays, confirming both the source and destination Stock Room and bin.

11. When all items to be transferred have been selected:

    1. Add any descriptive information for the transfer in the Reason / Notes field.

    2. Modify the Transfer Date/Time/By information if necessary.

    3. Click Apply.

       A dialog box displays a message that the items were transferred successfully.

17. Click the OK button.

18. To process an additional transfer, repeat from step 2.

    Inventory transactions are created for each transfer. These transactions can be viewed on Inventory Transactions: Transfers. The transactions are labeled Transfer In or Transfer Out.

19. Click Close.

    The window closes.