Performing Bulk Inventory Transactions (End User)

Bulk inventory transactions allow you to simultaneously record the movement of multiple assets to a new inventory location. This functionality is useful in bulk stock transfers and receiving dock situations.

Note: You can transfer only the assets of the serialized products. For each product that you want to transfer, the Serialized check box must be checked in the Products screen. For more information about the Serialized check box, see Setting Up Product Fulfillment.

This task is a step in Process of Managing Service Inventories.

To perform a bulk inventory transaction

  1. Navigate to the Assets screen, then the List view.

  2. Select the assets to transfer, and click Transfer.

  3. In the Inventory Transactions dialog box, complete the following steps:

    1. In the Selection Type field, select Selected Items to transfer only the assets selected in the list, or select Entire Document to transfer all assets in the list.

    2. Complete the other fields as appropriate.

    3. Click Transfer.