Transferring Items Between Bin Locations

Use a bin transfer to transfer items between storage bins or between inbound staging bins. You cannot transfer items from a storage bin location to a staging bin location. To transfer items from a staging bin to a storage bin location, use the putaway process. For more information, see Item Putaway.

On your mobile device, when you transfer items between bins, NetSuite WMS creates a bin transfer record to update the item’s inventory details.

If you activate the Tally Scanning rule, you can scan item bar codes to enter each quantity that you want to transfer. You can tally scan a bar code for the item, item alias, or UPC. For numbered items, you can tally scan a bar code for a lot or serial number. If you also activate the Advanced Bar Code rule, you can tally scan an item bar code in the supported GS1 formats. You can scan a numbered item’s GS1 bar code that contains the lot or serial number. For more information, see System Rules for NetSuite WMS.

To transfer items between bin locations:

  1. Access bin transfer by doing the following:

    1. On the WMS app, tap the menu icon Menu icon at the top-left corner of the screen, and then tap Main Menu.

    2. On the Main Menu, tap Inventory.

    3. On the Inventory menu, tap Bin Transfer.

    The Bin Transfer page appears.

  2. In the Scan/Enter From Bin or Item field, scan or enter the bin or item number. If you enter the data, tap Enter From Bin/Item.

    Alternatively, if you want to search for an item name or number, tap Find Item. You can enter your search criteria, and then select the item from the results.

    Depending on your entry, the Enter From Bin or Enter Item page appears.

  3. On the appropriate page, do one of the following:

    • If you entered the item, enter the bin location from which you are transferring the item. Alternatively, to select from the list of bins, tap the Show all bins toggle, and then tap the bin number.

    • If you entered the bin, enter the item you want to transfer. Alternatively, to select from the list of items, tap the item name or number.

  4. For lot-numbered items, on the Enter Lot page, do one of the following:

    • In the Scan/Enter Lot field, scan or enter the item’s lot number. If you enter the data, tap Enter Lot to proceed.

    • To select from the list of lot number, tap the lot number.

    • If you have multiple lot numbers and you want to transfer all of them, tap Transfer All. Proceed to step 9.

  5. On the Enter Quantity page, depending on the features and rules you use, do the following:

    1. Inventory Status – (Optional) If you use the Inventory Status feature, you can select a status for bins that contain an item with different statuses.

      Tip:

      To display the Status column on the Expected Quantities table, tap the table Table icon icon. From the Visible Columns list, tap Status. Then, tap Done.

    2. To enter the quantity, do one of the following:

      • Enter Quantity - Enter the quantity you want to transfer. Optionally, beside this field, you can select the unit for an item associated with multiple units.

      • Tally Scan Item, Tally Scan Lot#/Item, or Tally Scan Serial – Before you scan an item bar code, make sure you leave the Enter Quantity field blank and select the correct unit. You cannot change the unit after you scan the first item bar code. You can also verify that the correct inventory status is selected, as described in step 7.a. You can change the status after each scan.

        Repeat this step to scan each item. The value in the Enter Quantity and Remaining Quantity fields adjusts automatically. If you tally scan the entire available quantity, you are redirected to the Enter To Bin page. Proceed to step 9.

    3. To save the quantity or proceed, tap one of the following buttons:

      • Enter Quantity - Save the manually entered quantity.

      • Done - Saves the partial tally scanned quantity.

      • Transfer All - For serialized items, tap this button to transfer the entire quantity in the bin. Note that this option does not apply to tally scanning. You can skip step 8.

  6. For serialized items, on the Enter Serial Number page, scan or enter the serial number in the field. If you enter the data, tap Enter Serial Number to proceed.

    Repeat this step to enter all the serial numbers for the total quantity.

    The Serial Numbers Entered field shows the number of serial numbers you have entered of the total number of expected serial numbers. For example, if you are transferring five serial numbers and you have entered two serial numbers, the field displays 2 of 5.

  7. On the Enter To Bin page, enter or select values in the following fields:

    1. New Inventory Status - If you transfer all lots or serialized items and you use the Inventory Status feature, you can select a new status.

      Tip:

      To display the Status column or change the status filter on the table, tap the table Table icon icon. From the Visible Columns list, tap Status. In the Inventory Status field, you can select a status filter. Then, tap Done.

    2. Scan/Enter To Bin - Scan or enter the destination bin. If you enter the data, tap Enter To Bin to proceed.

      Alternatively, from the list of bins, tap the bin.

    3. If you selected a new inventory status, tap Change Status to confirm that you want to apply it to all the transferred lots or serialized items.

The confirmation page appears with the status of the bin transfer.

To view the bin transfer record, using the Administrator role, go to Transactions > Inventory > Bin Transfer > List. For more information, see Bin Transfers.

Related Topics

NetSuite WMS Setup
Installing the NetSuite WMS SuiteApps
Creating Bin Locations or Carts
Inventory Transfers Between Warehouse Locations
Mobile Device Basics for NetSuite WMS

General Notices