Inventory Transfers

  Transfers Overview

The Transfer function is  used to move parts from one warehouse location to another.  Typically this is used to issue parts to Service Technicians or Installers or to a Repair warehouse.  If your company has setup minimum and maximum levels on parts within a warehouse, you have the option of letting the application automatically generate the suggested number of parts to transfer to another warehouse.  If parts in a particular warehouse have gone negative due to a transfer not being performed on a timely basis, this form can be used to correct negative inventory values in each warehouse.  You also have the option of reversing a previously saved transfer if performed in error.  From the Transfer form you may also view previously made transfers.

Transfers may be performed from three areas of the application:

The Main Application Menu Inventory / Transfer option - used for transferring one or multiple part numbers to another warehouse in a single transaction.

A Part Explorer Record - used to transfer one part number to another warehouse.

A Warehouse Explorer Record - used for transferring one or multiple part numbers to another warehouse in a single transaction.

Follow the topic links below for instructions on how to perform a Transfer.

Part Transfer - From the Inventory/Transfer menu option

Part Transfer - From a Warehouse Explorer Record

Part Transfer - From a Part Explorer Record