Inventory

Inter Warehouse Stock Transfer

This process enables you to transfer stock from and to any warehouse within a selected site.

You will need to ensure that the Company Configuration Enforce In-transit flag is set to 'No' to be able to complete this process.

This is a similar process as for an Inter-Bin Stock Transfer, with reference to the notes below.

  • Ensure that you transfer the correct quantity.
  • Ensure that you choose the correct Final Warehouse where the stock is being transferred to.

Ribbon Select Inventory > Stock

  • The Stock Status screen will be displayed.

Inter Warehouse Transfer A, B and C-class Items

Select Site and Status

  • Select the source location or Site (where the stock is currently).
    • In this image KwaZulu-Natal has been selected.
  • This screen will open in the In Stock Only status.
    • This can remain unchanged.

Selected Items panel

  • Click on the Selected Items tab.

  • The Selected Items panel will be expanded.
  • Dock this panel to make it easier to work in.

Refer to Docking Panels and Save Layout for detailed handling on these topics.

Note: You will see that this Selected Items panel contains exactly the same column details as the Selected Warehouse panel.

Select Source Warehouse

  • Click on the drop-down arrow in the Warehouse field and select from the list, the 'source warehouse' (where the stock is currently).
    • In this image, KZN Main has been selected.

  • The Selected Warehouse frame will now be populated with the stock details of all the parts / equipment items linked to that warehouse.
  • The Selected Items frame is where you will drag and drop the item lines that you wish to action.
  • Click and hold on the stock item that you wish to transfer.
  • Drag and drop the selected item into the right hand Selected Items panel.

Transfer Selected Item(s)

  • The Selected Items panel will now contain the item details.
    Method 1
    • Right click in the row of a selected item line.
    • A Process menu will pop up.
    • Click on Transfer - Transfer the selected batch item.
    Method 2
    • Click on the item line in this frame, then click on Stock Transfer.

Transfer Details

  • The Stock Transfer screen will be displayed.

Now follow the instructions as set out for Inter-Bin Stock Transfer for C-Class items or as set out for an Inter-Bin Stock Transfer for A or B-Class items.

Important Note:

  • As the Final Warehouse field is selected, the Destination Warehouse name in the parts data grid will also populate with the selection made.
  • Ensure that you choose the correct bin location where the stock is being transferred to:
    • Note: If there is only 1 bin linked to the Final Warehouse then the Dest Bin Name field will also populate with that 1 bin name. If, however there are 2 or more bins linked to the Destination Warehouse, then the system will leave the field blank for you to make the correct bin selection.
  • Ensure that you select the correct quantity to be transferred.

Note for A and B-class Item Transfer

  • For A or B-Class item(s) remember to select the correct Serial No in the Batch Serial No field, as explained in the Inter-Bin Stock Transfer process.

Save Inter Warehouse Transfer

  • Click on Save when you have checked all these details.

  • A Part Transfer Processing message box will pop up informing you that -
    • Part Transfer No. [ ] saved successfully.
  • Click on OK.

  • A Report Generation message box will pop up asking you;
    • Do you want to print the transfer [ ]?
  • For the purpose of this manual, click on No.

Refer to Stock Part Transfer / Inter-bin Transfer print information to view details of the print process.

View Items in Destination Warehouse

You will return to the Stock Status screen.

  • Click on the drop-down arrow in the Warehouse field and select the Destination Warehouse that was chosen in the previous step of this manual.
    • In this example the KZ Electronics warehouse was the Destination Warehouse.

  • Expand the item lines that correspond to the transferred stock items.
    • In this case an SP2020 -2671 Black Toner and an SP2020 Sprint Multi Functional Copier were transferred.
  • The expanded Stock frames contain the BatchSerialNo, the Bin Name the Quantity, and Unit Cost of each item type stored in the KZ Electronics Warehouse.
      • In this image you can see that
      • the SP2020-2671 Black Toner has been successfully transferred from the KZ Main Warehouse.
      • and the SP2020 Sprint Multi Functional Copier has been successfully transferred from the KZ Main Warehouse.

  • Close the screen when you are done.