The Step-by-Step Transfer Process

Transferring inventory is a multi-step process:

• The Requesting Location uses tools in their Reports Manager's Materials Price Catalog, or the Work Order Editor's Inventory search tool to search for another location which has sufficient quantities of the materials required.

• The Requesting Location initiates a Transfer Request.  Transfer Request documents may be created using tools on the Material Item Card, from context menus in the Location Manager or Price Catalog Report.  Individual items may be added to existing Transfer Request documents prior to sending them to the Shipping Location.

The Transfer Request Dialog

To Review and Send a Transfer Request:

• Sent Transfer Requests remain in the Purchases Manager of the Requesting Location, but appear in light grey. They may be opened, but in read-only mode (which means you may no longer change them).

• Once sent, the Transfer Request will immediately appear in the Orders Manager at the Shipping Location the next time it's opened or refreshed.

• The shipper's job at the Shipping Location is to print the Incoming Transfer Request (which could also be called a pick ticket) and fill the request.

• Once the order is filled and the stuff is ready to ship, the shipper will use tools on the Incoming Transfer Request dialog to create a Transfer Slip. The new Transfer Slip will have the same number as the Transfer Request. The interactive Transfer Request Line Item dialog allows the shipper to update a line item, then scroll to the next line item interactively.

• After the shipment is shipped, the shipper can show the shipment as sent and electronically send a copy of the Transfer Slip back to the Requesting Location using the Send This Shipment tool on the Transfer Slip dialog. After the shipment is shipped, the Transfer Slip will disappear from Shipping Location's Orders Manager
  
  To Process a Transfer Request at the Shipping Location:

  1. Open the Orders Manager.
  2. Under Incoming Traffic, expand the Incoming Transfer Requests node.
  3. Double-click on the appropriate Transfer Request to open it.
  4. You may update each item on the transfer request by right-clicking on it and selecting Update Line. Once an item is open you may click the next and previous arrows to move between items.
  5. You may update the following fields:
     • Ship Now allows you to specify how many units you will be shipping.
     • Unavailable allows you to specify the quantity that is unavailable to ship.
     • Back Ordered allows you to specify the items will be back ordered.
  6. Once the detail has been updated, select each item that is to be shipped individually or click the Select All button.
  7. Click Tools and then Move Selected Line Items to Transfer Slip.
  8. The transfer request is converted to a Shipping Transfer Slip and is placed under the Shipping Transfer Slips node.
  9. Double-click on the Transfer Slip to open it.
  10. Update and Print using the same tools as necessary before the item is shipped.
  11. Click Send this Shipment to send notification to the Requesting location.

• When the physical shipment arrives at the Requesting Location, an electronic copy of the incoming Transfer Slip will appear in its Purchases Manager.
  To Process a Transfer Slip at the Requesting Location:

  1. Open the Purchases Manager.
  2. Under the Transfer Requests folder, expand the Transfer Slips From node.
  3. Double-click on the appropriate Transfer Slip to open it.
  4. Update or Receive each item individually by right clicking on the item and selecting the appropriate tool. Once an item is opened, you may move to the next or previous item by clicking the up and down arrows.
  5. To process all items at once, click the Select All button, and then select Tools|Receive Selected Items.
  6. Click Save to save changes to the transfer slip.

  Tip: Any back ordered items will remain on the transfer slip until received or removed.