Transfer inventory

You can transfer an Inventory item from its current location to a different location, a site, a sub-contractor site, a workshop, or a facility.

1.            Search the Inventory for the items to be transferred.
See Search the inventory for more information.

2.            Select one or more items to be transferred and click the Actions button.

3.            Choose Transfer Inventory, then one of the following options:

§               Location Transfer

§               Site Transfer

§               Issue To Sub Contractor

§               Workshop Transfer

§               Facility Transfer

The screen that is displayed has slightly different Destination fields depending on which option you choose. The example below shows a location transfer:

4.            Fill in the required information:
Type text into the Description field to identify this transfer. The description that you type here is displayed when you carry out an Inventory Transactions Search.
The Date defaults to today, but you can change it if necessary.
Choose the destination Location from the drop-down list and specify a Yard Reference and Shipping Agent if necessary.
In the grid, type in the Quantity that you want to transfer. There are also several other fields that are set for manual data entry within the grid.

5.            Click Save.

6.            Click Complete to move the inventory items.