Overview
This functionality allows transferring boxes in an orderly fashion from one location to another. In addition to this, the system saves the information of the movements when transferring or deleting any item (this option only applies to boxes being transferred from one location to another.
Transfer Items in Boxes.
Once the initial setup is configured, the process of Transfers works as creating an invoice to any other customer. For more information on the initial setup, please refer to the Multilocation Transfer Setup article. To transfer items in boxes, please follow the steps below:
- Go to Order Entry->Add Order.
- Fill out the required fields. For Location, enter the Location you are transferring the products from and for the Customer field, enter the location name to where the products will be transfer to.
Once the order is Confirmed, in the Order Summary screen under the Actions column, the order will display a black checkmark icon indicating the order has been successfully transferred.
Once the products are transferred, the invoice in the location of origin will remain blocked and cannot be modified nor cancelled until the product is confirmed from the Staging Area of the receiving location to the Inventory.
When transferring boxes, the products go directly to the Staging Area of the receiving location. In this example, all of the products were transferred to the Riverside location.
Description of the fields in the Staging Area:
- AWB: If the invoice has a Ref #, this number will appear here. If there is no Ref #, the AWB would be the Invoice Shipping Date.
- Vendor: The location from where the products were transferred from.
- Product: The product invoiced.
- Cost: The price of the product invoiced
- Box Code: The box code remains the same.
- Reference: Invoice number.