Transfer Bulk Or Bag Inventory
To access the INVENTORY LOTS screen: Go to the INVENTORY menu → INVENTORY LOTS screen
Transferring Bulk or Bag Inventory Summary:
You are able to transfer inventory from Bin to Bin by selecting the Transfer Inventory Actions button then selecting Transfer Bulk or Bag Inventory or Transfer Bulk Inventory With Scale Ticket.
You cannot use the transfer action to move inventory from one inventory lot to another (cannot mix inventory lots).
Clean and unclean inventory cannot be mixed when transferring inventory.
When selecting a target location to put the inventory in, it must be empty or it must contain inventory from the same lot and clean/unclean status as the source location.
Watch the video below to learn about transferring inventory
Transfer Bulk or Bag Inventory
Enter the INVENTORY LOT DETAILS screen for the lot you want to transfer inventory for, click Transfer Inventory Actions, select Transfer Bulk or Bag Inventory.
The Transfer Inventory screen will appear where you can enter the details about the inventory transfer.
Fields appearing in Pink are Mandatory, and must be entered.
Source Location: Select the appropriate source storage location.
Target Location: Select the appropriate target storage location.
Quantity: Enter the amount that you are transferring.
Comments: Enter any comments.
Override Date?: Select this and enter a date if you transferred it on a day other than today.
To complete the transfer, click Save.
The inventory in both the source and target locations will be updated accordingly.
Transfer Bulk Inventory With Scale Ticket
Navigate to the Inventory Lot details screen for the lot you want to transfer inventory for, click Transfer Inventory Actions, select Transfer Bulk Inventory With Scale Ticket.
Fields appearing in Pink are Mandatory, and must be entered.
Source Location: Select the appropriate source storage location.
Target Location: Select the appropriate target storage location.
Ticket #: Enter the scale ticket number.
Unit of Measure: Select the unit of measure that was used during the transfer.
Driver In?: Select this if the driver was in the truck.
Inbound Weight: Enter the inbound weight.
Outbound Weight: Enter the outbound weight.
Comments: Enter any comments.
Note: The TARE, GROSS and NET fields will be automatically be calculated based on the inbound and outbound weight.
When complete, click Save.
