Transferring Items from One Location to Another (Inventory Transfer)

Inventory Transfer is a transaction belonging to the Inventory Sub-Menu on the Warehouse Mobility icon based and list based menus.

Note: If the item and warehouse has any project pegging, the relevant peg(s) must be specified.

On the Inventory Transactions:

Select Inventory Transfer.
Specify or review this information:

Reference ID

If Reference IDs are being used, a Handling Unit, Serial Number or Lot Number can be entered in this field. If this field is used, the relevant information is prefilled on the main form.

From Warehouse

The warehouse where the item is located.

Handling Unit

The Handling Unit to be transferred, if applicable.

Item

Scan the item number. The item description and default unit of measure are displayed.

Serial Number

If you are performing this transaction using a single serial-in-inventory item, scan the serial number. Otherwise, leave this field blank.

From Location

If applicable, scan the current location of the item. This field is only displayed if the item is in a location-controlled warehouse.

Lot Number

If the item is lot-controlled, this field is displayed. Scan the lot number.

Inventory Date

If the item is date-controlled, this field is displayed. Scan the item inventory date.

On Hand Qty

The on-hand item quantity is displayed.

Free Qty

The item quantity available for transfer is displayed.

Qty To Transfer

Specify the quantity of items to transfer. The default unit of measure is displayed.

To Warehouse

Specify a warehouse to which to transfer the item.

To Location

Scan a location to which to transfer the item. This field is only displayed if the item is transferring to a location-controlled warehouse.
Select Process. If the item is not serial-controlled, the specified quantity is transferred. If the item is serial-controlled, or needs to be assigned a lot number, the Serial/Lot Entry screen is displayed. On the Serial/Lot Entry screen, specify or review this information:

Item number

The item number and description are displayed.

Quantity remaining

The quantity that needs to be assigned serial or lot numbers is displayed.

Generate Serials?

To generate new serial numbers for the items, select Yes. To scan existing serial numbers, select No. This field is only displayed if the item is serial-controlled, it is possible to generate serial numbers for this transaction, and you have not scanned any serial numbers.

All Serials?

Select Yes to indicate that all serial numbers for this item at the current stock point are being used in the transaction. Selecting Yes in this field removes the need to individually scan each serial number. This field is only displayed if the item is serial-controlled and you are performing a transaction using all the items in a stock point.

Lot Number

If applicable, scan a lot number to assign to the item. This field is only available if the item is not serial-controlled and needs to be assigned a lot number. If the item is serial-controlled, the item lot number displays in this field after you scan the first serial number.

Serial Number

Scan a serial number. This field is only displayed if the item is serial-controlled, you are not generating new serial numbers, and you did not select Yes in the All Serials? field.

Quantity

Specify a quantity to assign to the specified lot number. This field is only available if the item is not serial-controlled and needs to be assigned a lot number.
Select Process. The scanned serial number or lot number is processed. If there are additional serial numbers or lot numbers to scan, scan them. If all needed serial and lot numbers have been scanned, the specified quantity is transferred. Optionally, press X to view serial or lot numbers that you have scanned. Optionally, press Y to reset all scanned serial or lot numbers, so you can re-scan them.