Change the warehouse location of inventory (Field Service)

An inventory transfer is when you change the warehouse location of product inventory.

For example, if you decide to transfer Product A from Warehouse 1 to Truck 2, then you would create an inventory transfer record. Next, you'll specify the product that you are moving from one location to another.

When you transfer inventory, it automatically creates an inventory adjustment product record within the inventory transfer record.

  1. From the main menu, click Field Service > Inventory Transfers.

  2. On the command bar at the top, click Transfer Inventory. A new pop up window will appear.

    Note

    Do not create an inventory transfer using the +New option.

  3. Select the Source Warehouse; this is where the inventory is currently stored.

  4. Select the Destination Warehouse; this is where the inventory will be moved to.

  5. Enter the quantity you want to transfer in the Transfer Qtyfield. Remember, you cannot transfer more than what is listed in Quantity On Hand.

  6. Click Transfer.

See also

Overview of Dynamics 365 Field Service
Configure and set up customer assets
Create a purchase order
Create an inventory adjustment
View product inventory
Create a return to vendor
Process a return
Create a warehouse
Create a product or service
User's Guide