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X Transfer

Warehouse Transfer

Written by Herb Sigowa

Updated at June 27th, 2024

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Transfer Direct

Inventory can be transferred direct from one warehouse to another

Select and Tag the warehouse to process

Selected and tagged warehouses are highlighted green. 

Warehouse tagging can also be done by class of the warehouse if warehouse classifications are in use

Z Tag Reset is used to clear any tags highlighted

All Whse selects all warehouses in the screen

Once a warehouse is selected click on Proceed to continue

Highlight stock item to processed

Click on Item Serials to tag serial that's available to be transferred

The X Transfer option is available and the user has the option to Transfer direct

User will be prompted to enter a reference and warehouse information

Once processed the serial will disappear from Item Review screen of the warehouse

The serial is now available in the HM01 warehouse

 
 

Transfer via Order

The option to transfer stock items is via transfer orders. Access Serial Item Status

Select and Tag a warehouse to Proceed

Select a stock item and review the item's serials

Select the serial to process, tag it and release it 

Once the serial has been QA released, it becomes available and can be processed for transfer

Customer, reference and warehouse information are required to create the transfer pick slip

 

Pick Slip Created

Click proceed to complete the process and exit the screen

The Pick Slip is now with the despatch team awaiting to be processed

 

 

 

 

 

 
 

 

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