Transferring Inventory Out

You can use the Transfer Out function to view and process transfers from your site to another. Out orders are typically generated when another site designates your site as the source (From Site) on a Transfer Order. If your business operates in ”r;Real Time” (as opposed to distributed databases), a Transfer Out order appears automatically in your database when another site chooses to Transfer In from your site and marks the Return Order check box.

You may need to closely monitor the Transfer Out listing to make sure your site correctly dispatches transferred items.

A transfer order, when opened from the From Site will be of Type T-Out. Items on transfer order of type T-Out need to be filled in and dispatched to the To Site.

Illustration:  A transfer order is to transfer items from Site - A to Site - B. As this transfer order is opened from Site - A, it is of type T-Out. You can fill and dispatch the items using the Fill Items and Dispatch All function buttons. Receive Items icon is disabled as shown here as items cannot be received to the From Site. The same transfer order has to be opened from the To Site and will have to be received there.

To Fill items on a Transfer Out order

1. In the Transfer window search for Transfer Out orders. A list of Transfer Orders will appear.

2. Double-click on the order you wish to dispatch. The Transfer Order window will appear.

3. Click on Ship. The Transfer Fill dialog will appear.

4. Type the Asset Id and click Ok. The Transfer Fill dialog closes.

5. Repeat steps 4 and 5 for any additional items on the Transfer Order.

6. After filling the items, the items can be dispatched on the T-Out order.

To Dispatch items on a Transfer Out order

1. In the Transfer window search for Transfer Out orders. A list of Transfer Orders will appear.

   • Double-click on the order you wish to dispatch. The Transfer Order window will appear.

   • Select the item line that you want to dispatch.

   • Click Dispatch. The Dispatch Asset dialog will appear.

   • Type the Asset Id and click Ok.

   • The Transfer Fill dialog closes.

   • Repeat steps 4 and 5 for any additional items on the Transfer Order.