Creating a warehouse transfer

Create a warehouse transfer to transfer inventory from one warehouse to another.

If the transfer contains these controlled products, you can specify the control number when you create or ship the transfer.

  • A lot-controlled product
  • A serial-controlled product that was assigned a serial number at receiving

You can also assign serial numbers if these conditions are met:

  • The product is a serial-controlled product that is assigned a serial number at sales.
  • Require Serials on non-Direct WTs in SA Administrator Options is selected.

In Storeroom-managed warehouses, you can only specify a lot- and serial-controlled product on a warehouse transfer if these conditions are met:

  • The ship from warehouse is not Storeroom-managed
  • The same product in the Storeroom-managed ship to warehouse is not a controlled product

Use these instructions to create a warehouse transfer in the Advanced Line Entry mode.

  1. Select Transfer > Entry > Transfer.
  2. Specify the Ship From Warehouse and the Ship To Warehouse.
  3. Complete the remaining fields as required, and then click Next.
  4. If the Advanced Line Entry page is not displayed, click Advanced Line Entry.
  5. Specify the product, quantity, and line type. Verify the unit.
    If the product is a remanufactured core product, a line for the implied core charge is automatically added to the transfer. The quantity and unit for implied core is the same as the remanufactured core product.
  6. Optionally, specify the control numbers for serial- or lot-controlled products. Click Save when the Quantity to Allocate is 0.

    To specify lot numbers:

    1. Click Lots.
    2. Select the lot numbers, and specify the quantities. Use one of these methods:
      • Click Lookup to locate and select a lot number within the grid.
      • Click Oldest to automatically select products from the oldest lot. If the oldest lot cannot fill the entire quantity shipped, indicate whether you want to split across lots. If you click No, the next oldest lot that can cover the entire quantity shipped is used.
    To specify serial numbers:
    1. Click Serials.
    2. Select the serial numbers. Use one of these methods:
      • To automatically select the oldest products, click Oldest.
      • To specify a new number or select an existing number, scan or manually specify the serial number in the Serial # field, and then click Add/Select Serial.
      • To create a new serial number, click New.
      • To search for and select an existing serial number, click Lookup.
      • Select the serial number in the grid.
  7. Click Add to add the line to the transfer.
  8. To specify addon, staging, and shipping information, click Review and Totals
  9. To change header information, click Transfer Order Settings.
  10. Click Finish.
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