Transferring Inventory Between Sites in the Administration Module

You can transfer On Hand inventory of an Item between Sites as follows:

  1. In the Inventory accordion menu, select Transfer.
  2. Optionally, select a search criterion from the drop-down list and enter a search term in the text field. This filters the items shown when you select a source site.
  3. Select a site from the Source Site drop-down list. The Inventory list refreshes to display all inventory Items at the selected site. If you entered a search term in the previous step, it filters the list. Click the item code for an item to open the item details dialog for that item.
  4. Select a site from the Destination Site drop-down list.
  5. For each item that you want to transfer, enter a quantity in the Transfer Qty field for that item and click its Transfer button to transfer that quantity from the source site to the destination site. If you enter a value greater than the On Hand amount at the source site, the entered amount is transferred, leaving a negative quantity at the source site. Because the source site On Hand quantity is less than one, the item no longer appears in the Inventory list for that site on this page.
    Note: Example: For a particular item, SiteA has an On Hand quantity of five and SiteB has an On Hand quantity of three. Transferring a quantity of five from SiteB to SiteA results in On Hand quantities of 10 for SiteA and -2 for SiteB.