Transferring Serial and Bulk Items

Location: Counter System > New Contract > Transferring Inventory > Writing a Transfer Contract

Prerequisite: To properly use transfers the item keys have to be properly set up. Under Parameters, there is a setting for "Item Key Begins with Store Number".

• If this is checked, then the item keys must begin with the store number, for example, 1AER for #1 2AER for store #2, etc.
• If this is unchecked, then the item keys must end with a hyphen followed by the store number, for example, AER-1 for store #1, AER-2 for store #2, etc. If the inventory you want to transfer does not have the proper format for the item records at both store., then the system cannot transfer the equipment. NOTE: The inventory cannot be mixed.
• All the inventory has to be in the same format. If an item is transferred, then an entry will be made in the item's edit history.

Methods of transferring bulk and serialized items.
 

Method 1: Transferring Bulk Items - When transferring non-serialized items, the transfer quantity will be deducted from the original store and added to the new store. For example, if you transfer 10 chairs from store #1 to store #2, CHAIR-1's quantity will be decreased by 10, and CHAIR-2's quantity will be increased by 10. *Note It is important to understand that you must have CHAIR-1 and CHAIR-2 item records to be able to transfer the equipment. If you do not have both item records set correctly, you will not be allowed to transfer.
 

Method 2: Transferring Serialized Items - When transferring serialized items, the item's current location will change to the new store number. The home location and item quantity will remain the same.

When transferring inventory to another store's location, you have the option of either transferring your items through a transfer contract or you can immediately move the items from one store location to another through Item Availability (with no contract). 

Additional Related Links:

Transferring serialized and bulk items instantly
Transferring Inventory