Transfer To/From

This module is only available if the Transfers To/From web user right is set. Issue Requests and Transfers provide more information if the user right is not configured for your organization.

You can set up transfers to and from specified cost centers within the organization. The general idea is that location A creates a Transfer To to send goods to location B, whereas location B creates a Transfer From to receive goods from location A. In previous versions of Inventory Management, this task was broken into two separate modules. Regardless of how your organization is configured, the concepts are the same.

Depending on whether you are location A or location B determines your perspective toward this module. If you are the requesting location, you request a Transfer From another location. If you are the supplying location, you provide a Transfer To the location.

Creating Transfers

You can create transfers in two ways:

• Transfer From/To: This enables you to create transfers for source and destination locations and add any necessary items.

• Transfer From/To using List: This enables you to create transfers for source and destination stores based on existing transfer lists.

Requesting Inventory from Another Cost Center

1. Click Store, click Transfers, and then click Transfer From.

   Transfer From denotes the source store, that is the store from which the product is coming from.

2. If you are using Cost Center Areas, enter the To Cost Center.

   You must define the To Cost Center first so that the system filters the cost centers that are able to transfer to them in the Request From Cost Center field.

3. Enter the Request From Cost Center, and then select the Date.
4. (Optional) Enter any pertinent information in the Reference field.
5. Click Create.
6. To add items to the request, click Add Item(s), search for and select the items you want to add, and then click OK.
7. If necessary, add recipes to the request.
8. To save the request for later use, click Save or Suspend.
9. To sent the request to the transferring location, click Book, and then click OK.

Transferring Inventory to Another Cost Center

1. Click Store, click Transfers, and then click Transfer To.
2. Enter the To Cost Center, and then select the Date.
3. (Optional) Enter any pertinent information in the Reference field.
4. Click Create.
5. To add items to the transfer, click Add Item(s), search for and select the items you want to add, and then click OK.
6. If necessary, add recipes to the transfer.
7. To save the document for later use, click Save or Suspend.
8. To sent the document to the location, click Book, and then click OK.

Requesting Inventory from Another Cost Center Using an Existing List

1. Click Store, click Transfers, and then click Transfer From using List.
2. Select an existing list, modify the Request From Cost Center, and then modify the Date.
3. (Optional) Enter any pertinent information in the Reference field.
4. Click Create, and then modify the quantity required from each item on the list.
5. To add more items to the request, click Add Item(s), search for and select the items you want to add, and then click OK.
6. If necessary, add recipes to the request.
7. To save the request for later use, click Save or Suspend.
8. To send the request to the location, click Book, and then click OK.

Transferring Inventory to Another Cost Center Using an Existing List

1. Click Store, click Transfers, and then click Transfer to using List.
2. Use the filters to narrow your search, click an existing list from the Document column, modify the From Cost Center, modify the To Cost Center, and then modify the Date.
3. (Optional) Enter any pertinent information in the Reference field.
4. Click Create, and then modify transfer quantity for each item on the list.
5. To add more items to the transfer, click Add Item(s), search for and select the item you want to add, and then click OK.
6. If necessary, add recipes to the transfer.
7. To save the document for later use, click Save or Suspend.
8. To send the document to the location, click Book, and then click OK.