Procedures

2:31

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 > Warehouse OR From Inventory > Transfer Inventory form

1. Click on Transfer Inventory bucket. Transfer Inventory form will open
2. Select Branch to transfer from
3. Select Branch to transfer to
4. On the Item line in the Transfer Inventory grid, select quantity to transfer using the Trans. Qty column
5. Click Transfer button at bottom of form
6. Transfers will appear on the Trans tab of Master record
7. 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 2-5 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 Qty
5. Click the Save button