How to Transfer Items

When working with multiple locations you may need to transfer items from one location to another. To do so follow the steps listed below

1. Navigate to Main Menu > Shipping > Print Memo > Transfer Memo
2. Once here you will have two options Create a Transfer Memo Using Barcodes or Manually Create a Transfer Memo 
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4. If you choose to use Create Transfer Memo Using Barcodes you will be presented with the screen below where you can either enter the barcode manually or scan the item with a barcode scanner
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   2. Once entered click Enter and you will be taken to the following screen to select the Quantity, and Location. 
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   4. If you have selected the amount and location where you would like to have the items transferred simply click on Transfer This Item. This will add the amount to the Qty on Pending field. 
   5. If everything looks correct click on Create Transfer Memo. Which will bring you to the screen below 
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   7. Click on Create Transfer Memo, which will then create the transfer memo bringing you to the screen where you can see the Print Memo version of the memo. 
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   9. To finalize the transfer click on Quick Confirm at the bottom of the screen. Which will take you to the area where you can Confirm the Transfer Memo. By using Quick Confirm it will automatically select the transfer memo that you just created
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   12. You will have to fill out the Driver Name and Actual Transfer Date. If there is no Driver you will be able to fill this out with your name or whoever is physically moving the item. For the Actual Transfer Date use the date of the transfer. After you have filled this information out click on Confirm to finish the transfer. 
5. If you choose to use Manually Create a Transfer Memo the steps change slightly from what was mentioned above 
   1. You will first have to Select the Manufacturer's Code
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   3. When selected it will bring you to a new window where you will then have three different options for selecting the item that you wish to transfer
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      1. Transfer Items in Stock: This will display a list of items for the manufacturer that are in stock
      2. Transfer Items by Group Description: This allows you to search for groups of items at a time. If there are multiple items in the same group you need to transfer
      3. Transfer Items in Damaged: if you have marked an item as damaged and it has either been repaired or if you are selling the damaged item you will need to transfer the item out of damaged and into a location where it can be sold
   5. If you have selected the amount and location where you would like to have the items transferred simply click on Transfer This Item. This will add the amount to the Qty on Pending field.
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   7. If everything looks correct click on Process Transfer Memo. Which will bring you to the screen below 
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   9. Click on Create Transfer Memo, which will then create the transfer memo bringing you to the screen where you can see the Print Memo version of the memo. 
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   11. To finalize the transfer click on Quick Confirm at the bottom of the screen. Which will take you to the area where you can Confirm the Transfer Memo. By using Quick Confirm it will automatically select the transfer memo that you just created
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   14. You will have to fill out the Driver Name and Actual Transfer Date. If there is no Driver you will be able to fill this out with your name or whoever is physically moving the item. For the Actual Transfer Date use the date of the transfer. After you have filled this information out click on Confirm to finish the transfer.