Scenario 3: Inventory Transfer to Replenish a Sales Location

1.  Transfer items from another location
• Warehouse Management | Warehouse | Transfer from Another Location
• Transfer To is the Destination warehouse.
• The Default Source is the default location
• Click on Refresh (the two blue arrows)
• The system will populate all outstanding orders that require Transfers
• If the Source Location dropdown needs to be adjusted, do so before changing the quantity to transfer.
• The Qty to Transfer field can be adjusted (if, for example, you want to send 50 instead of the 10 needed.)
• Click on the Selected check boxes for all items that are to be transferred.
• To transfer, click on the green Transfer button. This will generate a new Order
2. Review the Order
• All items selected should be present.
• All price totals should be $0.00
• If you need to make adjustments to the order or comments, you can do so by Editing the Order.
3. Ship the order
• Warehouse Management | Shipping | Ship Orders
• The Location dropdown should be the FROM warehouse.
• Click on the link of the order you just generated in step #2
4. Confirm Ship the order
• Click on the Confirm Ship button when the items go out the door.
• Once you do this, these items move from the originating warehouse to the appropriate in-transit warehouse you created earlier. They will remain here until received.
5. Process the Order(s) through Select, Invoiced, and Posted as per your normal procedure.
6. Receive the items
• When the items come into the new warehouse, you need to 'receive' them.
• At this point, the inventory from this invoice moves out of the in-transit warehouse and into the warehouse that just received the items.

At this point, you may proceed with filling back-orders per your standard procedures.