Inventory Transfers Between Warehouse Locations

Inventory transfers enable you to move inventory between two warehouse locations where you do not require shipping. You can also transfer inventory between your warehouse location and any of its sublocations.

For example, if you have a sublocation for damaged inventory, you can transfer damaged items to this sublocation, in particular, to prevent them from being committed to orders.

On your mobile device, when you transfer items between locations, NetSuite WMS creates an inventory transfer record to adjust the stock levels. When you transfer items between locations that use bins, it also adjusts the inventory for the source and destination bin locations by the appropriate quantity.

Note the following transfer guidelines for items and locations that use or do not use bins:

• To transfer from locations that use bins, you must also apply the Use Bins setting to the item. You can transfer these items to locations that use or do not use bins. See Transferring Items from Locations That Use Bins.

• You can transfer items from locations that do not use bins, regardless of the Use Bins setting for the items. You can transfer these items to locations that use or do not use bins. See Transferring Items from Locations That Do Not Use Bins.

For more information about the Use Bins setting on items or locations, see Creating Items for NetSuite WMS or Creating Warehouse Locations, respectively.

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.

Transferring Items from Locations That Use Bins

Use the following instructions to transfer items from a warehouse location that uses bins. For guidelines on transferring items, see Inventory Transfers Between Warehouse Locations.

To transfer an item between warehouse locations:

1. On your mobile device, tap the menu icon at the top-left corner of the screen, and then tap Main Menu.

2. On the Main Menu page, tap Inventory.

3. On the Inventory page, tap Inventory Transfer.

   The Select From Location page appears.

4. In the Select From Location field, select the location from which you want to transfer the items, and then tap Enter From Location.

5. On the Enter From Bin/Item page, do one of the following:

   • In the Scan/Enter From Bin Or Item field, scan or enter the number of the originating bin or the item name, number, or UPC. If you enter the data, tap Enter From Bin/Item to proceed.

   • To search for and select an item, tap Find Item.

   If you entered the item, proceed step 6. If you entered the bin, proceed step 7.

6. If you entered the item name or number, on the Enter From Bin page, do one of the following:

   • In the Scan/Enter From Bin field, scan or enter the number of the originating bin. If you enter the data, tap Enter From Bin to proceed.

   • To select from the list of bins, tap Show all bins, and then tap the bin number.

7. If you entered the bin number, on the Enter Item page, do one of the following:

   • In the Scan/Enter Item field, scan or enter the item name, number, or UPC. If you enter the data, tap Enter Item to proceed.

   • To select from the item list, tap the item name or number.

8. For lot items, on the Enter Lot page, do one of the following:

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

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

   • To transfer all the lots shown on the table, tap Transfer All. Proceed to step 11.

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

   :

   Tip:

   If you entered a serialized item and want to transfer all expected quantities, tap Transfer All. Proceed to step 11.

   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 or change the status filter on the table, tap the table icon. From the Visible Columns list, tap Status. In the Inventory Status field, you can select a status filter. 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.

        Alternatively, for serialized items, to transfer the entire quantity for a serialized item, tap Transfer All. Proceed to step 11. Note that this option does not apply to tally scanning.

      • 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 9.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 Select To Location page. Proceed to step 11.

   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.

10. 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.

11. On the Select To Location page, in the To Location field, tap the location to which you want to transfer the item.

    If you selected a destination location that uses bins, proceed to step 12. If you selected one that does not use bins and you use the Inventory Status feature, proceed to step 13. Otherwise, a confirmation message appears.

12. If your destination location uses bins, on the Enter To Bin page, do one of the following:

    1. If you use the Inventory Status feature, in the Inventory Status field, select the status of the item.

    2. In the Scan/Enter To Bin field, scan or enter the bin number. If you enter the data, tap Enter To Bin to proceed.

       Alternatively, to select from the list of destination bins, tap the bin number.

13. If your destination location does not use bins and you use the Inventory Status feature, do the following:

    1. In the Inventory Status field, select the status of the item.

    2. Tap Enter Status.

    Tip:

    To view the stock locations associated with the item, tap the Show Stock Locations toggle.

    A message appears to confirm the completed transfer.

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

Transferring Items from Locations That Do Not Use Bins

Use the following instructions to transfer items from a warehouse location that does not use bins. For guidelines on transferring items, see Inventory Transfers Between Warehouse Locations.

To transfer an item from locations that do not use bins:

1. On your mobile device, tap the menu icon at the top-left corner of the screen, and then tap Main Menu.

2. On the Main Menu page, tap Inventory.

3. On the Inventory page, tap Inventory Transfer.

   The Select From Location page appears.

4. In the Select From Location field, select the location from which you want to transfer the items, and then tap Enter From Location.

5. On the Enter Item page, do one of the following:

   • In the Scan/Enter Item field, scan or enter the item name, number, or UPC. If you enter the data, tap Enter Item to proceed.

   • To search for and select an item, tap Find Item.

6. For lot items, on the Enter Lot page, do one of the following:

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

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

   • To transfer all the lots shown on the table, tap Transfer All. Proceed to step 9.

7. 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 the status for an item that has different statuses.

   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.

        Alternatively, for serialized items, to transfer the entire quantity for a serialized item, tap Transfer All. Proceed to step 9. Note that this option does not apply to tally scanning.

      • 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 9.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 Select To Location page. Proceed to step 11.

      To view the stock locations associated with the item, tap Show Stock Locations.

   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.

8. For serialized items, on the Enter Serial Numbers page, in the Scan/Enter Serial Number field, do one of the following:

   • Scan the serial number you want to transfer.

   • Enter the serial number you want to transfer, and then tap Enter Serial Number.

   Repeat this step to enter another serial number.

9. On the Select To Location page, in the To Location field, tap the warehouse location to which you want to transfer the item.

   If you selected a destination location that uses bins, proceed to step 10. If you selected one that does not use bins and you use the Inventory Status feature, proceed to step 11. Otherwise, a confirmation message appears.

10. If your destination location uses bins, do the following:

    1. (Optional) In the Inventory Status field, select the status of an item that has different statuses.

    2. In the Scan/Enter To Bin field, scan or enter the bin number. If you enter the data, tap Enter To Bin to proceed.

       Alternatively, from the bin list, you can tap the bin number.

11. If your destination location does not use bins and you use the Inventory Status feature, on the Enter Status page, do the following:

    1. In the Inventory Status field, select the status of item.

    2. Tap Enter Status.

    Tip:

    To view the stock locations associated with this item, tap Show Stock Locations.

A message appears to confirm the completed transfer.

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

Related Topics

NetSuite WMS Setup

Installing the NetSuite WMS SuiteApps

Creating Warehouse Locations

Transferring Items Between Bin Locations

Mobile Device Basics for NetSuite WMS

General Notices