Transfer Inventory Between Locations
You can transfer inventory items between locations by creating transfer orders. Alternatively, you can use the item reclassification journal.
With transfer orders, you ship the outbound transfer from one location and receive the inbound transfer at the other location. This allows you to manage the involved warehouse activities and provides more certainty that inventory quantities are updated correctly.
With the reclassification journal, you simply fill in the Location Code and the New Location Code fields. When you post the journal, the item ledger entries are adjusted at the locations in question. With this method, warehouse activities are not managed.
If you have items recorded in your inventory without a location code, for example from a time when you only had one warehouse, then you cannot transfer those items using transfer orders. Instead, you must use the reclassification journal to reclassify the items from a blank location code to an actual location code. For more information, see step 3 in To transfer items with the item reclassification journal.
To transfer items, locations and transfer routes must be set up. For more information, see Set Up Locations.
To transfer items with a transfer order
Choose the icon, enter Transfer orders, and then choose the related link.
On the header of the Transfer Order page, fill in the fields as necessary. Hover over a field to read a short description.
If you have filled in the In-Transit Code, Shipping Agent Code, and Shipping Agent Service fields on the Trans. Route Spec. page when you set up the transfer route, then the corresponding fields on the transfer order are filled in automatically.
When you fill in the Shipping Agent Service field, the receipt date at the transfer-to location is calculated by adding the shipping time of the shipping agent service to the shipment date.
To fill in the lines, either enter them manually or choose one of the following options on the under the Functions action:
- Choose the Get Bin Content action to select existing items from a specific bin at the location.
- Choose the Get Receipt Lines to select items that have just arrived at the transfer-from location.
As a warehouse worker at the transfer-from location, proceed to ship the items.
Choose the Post action, choose the Ship option, and then choose the OK button.
The items are now in transit between the specified locations, according to the specifies transfer route.
As a warehouse worker at the transfer-from location, proceed to receive the items. The transfer order lines are the same as when shipped and cannot be edited.
Choose the Post action, choose the Receive option, and then choose the OK button.
To transfer items with the item reclassification journal
Choose the icon, enter Item Reclass. Journals, and then choose the related link.
On the Item Reclass. Journal page, fill in the fields as necessary. Hover over a field to read a short description.
In the Location Code field, enter the location where the items are currently stored.
To transfer items that have no location code, leave the Location Code field blank.
In the New Location Code field, enter the location that you want to transfer the items to.
Choose the Post action.