Inventory Transfers

Overview

The Inventory Transfers function allows the user to transfer inventory from one warehouse location to another. This function will only create the transfer document and the actual movement will not occur until the transfer document is posted in GP.

Note: Editing inventory transfer transactions is not supported in SalesPad Desktop. They will be viewed as read-only when opened after creation in GP or SalesPad.

Security

Inventory Transfers must first be enabled in the Security Editor. Set the Misc sub-settings as needed (Refer to the SalesPad Security Settings document for more information). Save any changes and log out and back into SalesPad for security changes to take effect.

Usage

Modules > Inventory Transfers

To transfer inventory:

1. Select the desired Warehouse, Bin, and Item that inventory will be transferred out of and click Search. The grid will be populated with warehouse records matching the entered criteria
2. Scroll to and select the desired record in the grid that will have some (or all) of its inventory moved to another location. If desired, select multiple lines to transfer using the Ctrl key (the same quantity from each selection will be transferred)

Note: Inventory records with a ~ indicator in the quantity field indicate that there are existing allocations against the listed inventory

1. Click Create New Transfer and enter the Destination Site and Destination Bin (if multibin is enabled) or Transfer Qty and Destination site into the window that appears

 

1. Click OK. The selected record will populate with the destination information at the bottom of the Inventory Transfers grid.

Note: Destination/Transfer information can also be entered directly into the grid.

1. Confirm the quantity to transfer in the Transfer Qty column
2. Click Process Transfer to complete the process

Note: If the selected record is serial or lot tracked, the Serial/Lot Selection screen appears. Select the specific serial/lot number(s) to transfer, use the arrow buttons to move selected lots from the Transfer From table to the Transfer To table, and click OK to finish:

Note: In versions 4.1 and later, users can transfer quantities composed of multiple lots.

After the transfer is processed, a hint row will be displayed on the Inventory Transfers screen for the rows selected for transfer, indicating the success or fail of the transfer. If the transfer failed, the hint row will display the error, and a message explaining the error. If the transfer was successful, a message will be displayed, indicating the adjustment number the item was saved to.

For a hard copy of the transfer documents, use the grid dropdown (little orange triangle in the left corner above Item #) to Export or Print the grid.