Quick Location Transfers

Use the Quick Location Transfers function if you regularly move items between warehouses on the same campus or annex, or transfers between inventory locations within the same annex or warehouse. Use the Location Transfers function to move items between warehouses in different cities, or where shipping costs are a factor.

Quick Location Transfers are essentially a one-step batch process—you enter the transfer information and the item quantities are updated at both locations instantly. By contrast, the WM Location Transfers function is a three-step process that fully tracks and accounts for items and costs during transit: you enter the location transfer, release orders and pick items for transit at the source location, then receive goods at the destination.

A number of reports are available on the Reports and Worksheets menu to help you track and manage location transfers. After entering or editing transfers, print the Location Transfers Report to view general transfer information.

  1. Select a batch code from the Batch Code field, if available.
  2. Click the New button, on the toolbar, to add a blank quick location transfer record.
  3. Select the item to transfer from the Item ID field.
  4. Select the item's source location from the Location ID From field.
  5. Select the item's destination location from the Location ID To field.
  6. Enter the quantity of the item you want to transfer in the Quantity field.
  7. Select the unit of measure for the item from the UOM field.
  8. Enter the Lot Number of the item you want to transfer, as necessary. Use the Ser No Entry button on the toolbar to process serialized items.
  9. Select the item's source bin from the Bin From field.
  10. Select the item's destination bin from the Bin To field.
  11. Select the item's source container, as applicable, from the Container From field.
  12. Select the item's destination container, as applicable, from the Container To field.
  13. Enter the cost of the transfer in the Transfer Cost field.
    Note: When you post location transfers, the transfer cost posts to the GL account specified for transfer costs by the GL account code assigned to the item's source location.
  14. Enter a packing slip number to associate with the location transfer in the Packing Slip Number field, as applicable.
  15. Enter the date of the transfer in the Transaction Date field.
  16. Enter any applicable comments in the Comments/Notes field.
  17. Click the Save button, on the toolbar, to save the new location transfer.

Complete the process by reviewing the Location Transfers Report, printing the Location Transfers Journal, and posting location transfers.