Transferring Inventory with Bag Pallets

To access the INVENTORY LOTS screen: Go to the INVENTORY menu → INVENTORY LOTS screen

You are able to transfer inventory from bulk to bag pallets, and bag pallet location to another bag pallet location.

Note: You cannot mix inventory lots.

Note: To transfer inventory, your target location must be empty or contain the same Inventory Lot as the source location.

Note: You cannot transfer inventory from Bag Pallet to Bulk

Transferring Bulk Inventory To Bag Pallets

Navigate to the Inventory Lot details screen for the lot you want to transfer inventory bulk inventory to totes with. Click Transfer Inventory Actions, select Transfer Bulk Inventory To Bag Pallet.

Fields appearing in Pink are Mandatory, and must be entered.

Lot #: This field is automatically populated with the appropriate Lot #.
Source Location: The location of the bulk inventory to be transferred to Bags.
Target Location: The location where the bag pallets will go.
Quantity: Enter the quantitiy to be transferred.
Unit of Measure: This field is automatically populated based on the unit of measure of the source lot.
Comments: Enter any desired comments.
Override Date?: Check this box if you would like to override the date that the inventory was transferred.
Bag Size: Size of each bag per unit of measure.
Bag Unit Of Measure: Enter the unit of measure for each Bag.
Bag Count: How many bags do you want to be created in the bag pallet.

NOTE: This field will automatically populate if a value is entered in the quantity section.

When complete, click Save.

Transferring Bag Pallets Between Warehouse Locations

Navigate to the Inventory Lot details screen for the lot you want to transfer totes to another location with. Click Transfer Inventory Actions, select Transfer Bag Pallet.

Fields appearing in Pink are Mandatory, and must be entered.

Lot #: This field is automatically populated with the appropriate Lot #.
Source Location: The location of the bag Pallets that are being transferred.
Target Location: The destination where the bag pallets are being transferred to.
Quantity: This amount will automatically populate based the size of the bag pallets selected.
Unit of Measure: This field is automatically populated based on the UoM of the bags in the bag pallets.
Comments: Enter any desired comments.
Override Date?: Check this box if the transfer occurred on a different date and enter the appropriate date.
Select Bag Pallets To Transfer: Press the 'ctrl' button and click on all the bag pallets that you want to be transferred.

When complete, click Save.

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