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
- 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.