Inventory Location Transfers: Difference between revisions

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=== Purpose ===
The Inventory Location Transfers feature allows you to move inventory items from one warehouse location to another within the system. Multiple products can be transferred in a single transaction by adding them to the transfer form.
=== Steps to Transfer Inventory ===
# '''Open the Transfer Form'''
#* Navigate to the Inventory Location Transfers section within the system.
# '''Reference Number'''
#* A reference number is automatically generated for the transfer. If necessary, you can change this reference number.
# '''Select Products for Transfer'''
#* In the transfer form, select the product item you wish to move.
#* If the product uses batch numbers, select the appropriate batch number.  '''Batch Number Selection Columns:'''
#** '''Column 1:''' Batch Number
#** '''Column 2:''' Expiry Date 1 (Shelf Expiry Date) This date indicates how long the product can remain on the shelf after being opened.
#** '''Column 3:''' Expiry Date 2 (Product Expiry Date) This date indicates the maximum duration the product can last if it remains unopened.
#** '''Column 4:''' Quantity Available in Stock for the Selected Batch
# '''Add Items to Transfer'''
#* Once the product and batch number are selected, click the '''Add''' button to include the item in the transfer list.
#* Continue adding all items to be transferred by repeating the above steps.
# '''Add Notes (Optional)'''
#* If there are any specific notes regarding the transfer, enter them in the Memo box.
# '''Process the Transfer'''
#* After all items have been added, click the '''Process Transfer''' button to complete the transaction.

Revision as of 14:43, 4 August 2024


Purpose

The Inventory Location Transfers feature allows you to move inventory items from one warehouse location to another within the system. Multiple products can be transferred in a single transaction by adding them to the transfer form.

Steps to Transfer Inventory

  1. Open the Transfer Form
    • Navigate to the Inventory Location Transfers section within the system.
  2. Reference Number
    • A reference number is automatically generated for the transfer. If necessary, you can change this reference number.
  3. Select Products for Transfer
    • In the transfer form, select the product item you wish to move.
    • If the product uses batch numbers, select the appropriate batch number. Batch Number Selection Columns:
      • Column 1: Batch Number
      • Column 2: Expiry Date 1 (Shelf Expiry Date) This date indicates how long the product can remain on the shelf after being opened.
      • Column 3: Expiry Date 2 (Product Expiry Date) This date indicates the maximum duration the product can last if it remains unopened.
      • Column 4: Quantity Available in Stock for the Selected Batch
  4. Add Items to Transfer
    • Once the product and batch number are selected, click the Add button to include the item in the transfer list.
    • Continue adding all items to be transferred by repeating the above steps.
  5. Add Notes (Optional)
    • If there are any specific notes regarding the transfer, enter them in the Memo box.
  6. Process the Transfer
    • After all items have been added, click the Process Transfer button to complete the transaction.