Initiating a Transfer
You can initiate a transfer from the Inventory tab or the Transfer Requests tab.
Initiating a Transfer from the Inventory Tab
To initiate a transfer from the Inventory Tab:
- Do one of the following:
- Click Available Inventory on the item master of the item to be moved.
- Search for the item on the Inventory tab.
- Select the checkbox of the inventory to be transferred.
- Click Transfer.
- Select a reason for the transfer.
- [Optional] Enter some additional information about the transfer in the Comments field.
- Select the warehouse to move the inventory to.
- Enter the number of the item to be transferred in the Quantity field.
- Select the Shipment Services to be used to transfer the inventory.
- Click OK.
Initiating a Transfer from the Transfer Requests Tab
You can change the ownership of items at an inventory position and transfer them to another warehouse using the Transfer Requests tab.
To initiate a transfer from the Transfer Requests tab:
- Click the Transfer Requests tab.
- Click New.
- Select the Transfer Request record type and click Continue.
- Select a reason code that reflects the reason of the transfer.
- Complete the fields in the Location Information section and Shipping Information section. See Transfer Request Fields.
- Click Save.
- In the Find Item section enter some search criteria to locate the items for transfer.
- Click Search.
- Select the checkbox of the line that you want to transfer items for.
- Enter the quantity of items to be transferred,
- Click Add to Transfer Request.
- Click Submit for Approval.
- Click Transfer.
- Click Yes.