Entering a manual warehouse transfer

Usually, warehouse transfers are created automatically during order entry or the purchase order replenishment process. By integrating the transfer process within these functions, ties are maintained between the documents. You can manually enter a warehouse transfer that is not part of the normal replenishment process, such as regularly scheduled replenishment of branches. You can use Transfer Entry or the Transfer Entry Replenishment Action Report and Acceptance functions for these transfers.

If you adjust inventory records after the transfer is complete, use Product Warehouse Transfer Entry to update the Product Warehouse Product Setup balance. No shipping or receiving function is required. This is helpful if, for example, you replace an item in your showroom and must record the movement of the stock item from a regular warehouse to the showroom warehouse.

Before you adjust the inventory balance, the product must be set up in Product Warehouse Product Setup in both the ship from and ship to warehouse.

  1. Select Product > Entry > Whse Transfer.
  2. Specify the from and to warehouse, product, quantity, and reference.
  3. If the stock item is not available for sale in the ship to warehouse, select Unavailable Inventory and specify an unavailable reason.
  4. Click Update.
  5. Complete the fields in the Open Journal window and click OK.
  6. If the product is a serial or lot product, specify the control number(s) and click Save.

    If a product is assigned serial numbers at receiving, you must specify serial numbers when you enter the transfer.

  7. Close the window to exit the function and close the journal.