TABLE OF CONTENTS

• Access Rules
• Material and Material Items (MIs) Transfers
  • Create a Transfer transaction — Material Transfer Requestor
  • Fill Out New Transfer
    • How to Transfer Material Items Within a Shipment Package
    • Attach Document
  • Choose Quantities and Send to Warehouse
  • Confirm Transfer — Material Recipient
• Canceling a Transfer
• Deleting a Transfer
• Canceling Received Transfers

Access Rules

All actions in the Inventory Transfers dashboard are restricted to users with the Warehouse Manager role. Employees assigned to this role can:

• Create new transfers
• Edit existing transfers
• Send transfers to the warehouse
• Cancel transfers that are in the pending or in-transit stage
• Restore transfers from canceled to pending status

Material and Material Items (MIs) Transfers

Material Transfer Transactions begin with the creation of a transfer.

Create a Transfer transaction — Material Transfer Requestor

The Material Transfer Requestor begins the process of a Transfer Transaction by creating a new Transfer and sending the Transfer Request for approval.

1. From the Inventory group of dashboard, open Transfers dashboard.
2. Click New Transfer.
3. Click WH From to select the Warehouse from which the material will be transferred.
4. Click WH To to select the Warehouse to which the material will be transferred.
5. (Optional) Enter Comments.
6. Click Create.
7. The Transfer opens in a new window.

Fill Out New Transfer

1. Go to the Materials tab.
2. To transfer materials between warehouses:
   • Click the Add Materials button.
   • In the Select Materials window, you will see all materials listed in the Materials reference. Choose the materials you want to move.
   • Use the Available in WH QTY filter to view the inventory balance in the warehouse from which you want to transfer materials.
   • Select the checkboxes next to the required materials and click OK to complete the selection.

3. To transfer a specific material item (an item with a unique serial number) to another warehouse:

• Click the Add Material Items button.
• In the Select Material Items window, you will see all material items available in the "WH From" warehouse.
• Select the checkboxes next to the required material items and click OK to complete the selection.
  

How to Transfer Material Items Within a Shipment Package

To transfer material items within a specific shipment package:

• In the Select Material Items window, filter the list of material items (MIs) by the corresponding package.
• Select the required material items.
• Enter the quantity to transfer.
• Send the transfer transaction to the destination warehouse.

Attach Document

On the Documents tab, click New Document if you want to attach any documents in reference to your request.

Choose Quantities and Send to Warehouse

1. On the new transfer card, enter the desired quantity for each material in the QTY column.
2. If you enter a quantity greater than the available stock in the origin warehouse (shown in the Available WH QTY column), the row will be highlighted in red.
3. If needed, you can:

• Modify the list of materials or material items.
• Add new materials or material items to the list.
• Delete materials or material items by clicking the Bucket icon next to the item.

4. (Optional) Enter comments for any material or material item being transferred.

5. When you have finalized the list, click Send to initiate the transfer.

Confirm Transfer — Material Recipient

The Material Recipient is usually the manager of the warehouse to which the material was transferred.

This Warehouse Manager completes the Material Transfer by confirming the quantity of materials which have arrived at his or her warehouse.

To confirm material receipt:

1. Open the relevant transfer card by navigating through the Transfers dashboard.
2. Enter the quantity received for each material in the QTY Received column. Note: This number may differ from the requested quantity.
3. Click Confirm Receive to finalize the receipt.

To confirm material item receipt:

1. Open the relevant transfer card by navigating through the Transfers dashboard.
2. For each material item received, check the Received checkbox.
3. Click Confirm Receive to complete the transfer.

Canceling a Transfer

You can cancel a transfer as long as the destination warehouse has not received it. This means that both pending and in-transit transfers can be canceled.

There are two ways to cancel a transfer:
Option 1:

• In the Transfers dashboard, locate the transfer you want to cancel.
• Scroll to the Actions column and click the Cancel icon.

Option 2:

• In the Transfers dashboard, locate the transfer you want to cancel.
• Double-click the row to open the transfer card.
• Go to the Materials tab.
• Click the Cancel button. 

Deleting a Transfer

You can delete pending transfers, as they do not affect stock levels.

• In the Transfers dashboard, locate the pending transfer you want to delete.
• Scroll to the Actions column and click the Delete icon.

Canceling Received Transfers

If a transfer has already been received, canceling it may require creating a return transfer.

To reverse the transaction, create a new transfer record and select the appropriate WH From and WH To to reflect the return.