Procedures

2:51

Transfer Branch to Branch for “Q” Type Master

Transfer Branch to Branch for a “Q” Type On Hand Inventory Master, including From / To a Technician

Transfer Q Type Masters to Branches:

From Workflow Main Menu > Warehouse OR From Inventory Main Menu > Transfer Inventory

1. Click on Transfer Inventory bucket. Transfer Inventory form will open
2. Select From Branch to transfer from
3. Select To Branch to transfer to
4. In the Transfer Inventory grid, use filters to narrow results if needed
5. On a specific Item line in the Transfer Inventory grid, select quantity to transfer using the Trans. Qty column
6. Click Transfer button at bottom of form
7. Transfers will appear on the Trans tab of the Master record (requires permission)
8. Note: on the Transfer Inventory form, you may alternatively scan an Item Number into the Scan Item field. These Items will then appear in the Scanned Inventory grid.  Follow steps 2-6 above

From Master Extended Menu

1. Click on the Extended Menu of the Master form
2. Select Transfer Branch to Branch option. A Transfer Inventory window will open
3. Select the From Branch and the To Branch
4. Enter the desired transfer Ext Qty
5. Click the Save button