Replenish Location by Inventory Transfer
Use the Replenish Location worksheet to transfer inventory items between locations.
The replenish location worksheet is ideal for transferring inventory because it helps you determine your replenishment needs. It shows the following amounts for each item:
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quantity available in each location
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quantity on order
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quantity backordered
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reorder point (quantity must be zero or greater)
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preferred stock level
Based on this information, a quantity to transfer is suggested.
The replenish location worksheet creates a basic inventory transfer, not a transfer order. For details about transfers and transfer orders, read Inventory Replenishment and Withdrawal and Replenish Location by Transfer Order.
To transfer inventory by inventory transfer:
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Go to Transactions > Inventory > Replenish Location.
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The current date autofills the Date field. Enter a different date if needed.
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The current period autofills the Period field. Enter a different posting period if needed.
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In the Ref. No. field, enter a reference number for this transaction.
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In the Memo field, enter information to help you identify this transaction in a list of other transactions.
For example, when you use the Search Transactions feature, you can search for specific words and phrases in the Memo field.
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In the From Subsidiary field, select the subsidiary where the items will be taken from. The selection you make in this field determines which locations are available to be selected in the From Location field.
For example, if you select Subsidiary B here, you can choose a source location from a list of locations limited to only those associated with Subsidiary B.
Note:This field shows only in OneWorld accounts.
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In the From Location field, select the location where you want to remove items.
The location you choose will have its inventory reduced.
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In the To Location field, select the location where you want to send the items.
The location you choose will have its inventory increased.
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Select a Department or Class to associate with this transfer as needed.
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Check the box next to each item quantity you want to transfer.
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For each item listed, a quantity to transfer is suggested in the Quantity column. You can accept this amount or enter a new amount.
You cannot transfer a quantity greater than the From Available quantity.
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Click Save.
An inventory transfer is created and your inventory is updated for each location.
You can view and edit transfers you create by going to Transactions > Inventory > Transfer Inventory > List.
To maximize the efficiency of the Replenish Location worksheet, your item records need to contain reorder point and preferred stock level quantities. For more information on setting up item records, read Creating Item Records.