Inventory Location Transfers

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.

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Batch/Expiry Date

• When using batch numbers, it is essential to select the correct batch number and its corresponding expiry dates.
• If the stock for the selected product includes both batched and non-batched lots, each will be listed separately in the drop-down menu. Ensure you select the appropriate option.
• If transferring stock with different batch numbers, each batch must be selected and entered on a separate line.