Inventory Transfer

• Go to the Facility Manager
• From the main menu, select Facilities
• Choose a facility

Initiating an Inventory Transfer

• From the Facility menu, select Inventory
• Enter the product search criteria (e.g. Product ID, Internal Name, Category ID, etc.)
• Click Find
• Within the search result table, click a Product ID to view the product's Inventory Items

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• Choose an Inventory Item from the list and click Transfer

Creating an Inventory Transfer

• Select the initial status (e.g. Requested, Scheduled, etc.)
• Set the send date (click Now to set with the current date and time)
• Set the destination (This can be only a facility or container, or a location within the selected facility)
• Confirm the transfer quantity
• Click Transfer

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Updating an Inventory Transfer

Cancelling an Inventory Transfer

Reviewing Inventory Transfers

• To view active inventory transfers, use the Inventory Xfers Facility menu item
• Choose the transfer to update, and click Edit

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• Select the new status
• Set the receive date, if applicable
• Click Update

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Reviewing Inactive Inventory Transfers

• Return to the active transfer list using the Inventory Xfers Facility menu item
• Click the Active and Inactive sub-menu link

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• To hide the inactive transfers, click the Active only sub-menu link

Image Added Wiki MarkupBrings up an Inventory Transfers for (named facility) with three choices: \[New Facility\], \[Active and Inactive\], or \[Inventory Transfer\].