PART TRANSFER CREATE

The Part Transfer feature allows users to move parts or materials from one location, project, or item to another within the warehouse or organization. This process helps maintain accurate inventory records and ensures that stock is available where it is needed most.

  1. Click on "Warehouse".
  2. Under "Part Transfer", click on "Create".

STEPS FOR PART TRANSFER FORM

A page will open where users can initiate and manage part transfers.

Part Transfer Form

PART TRANSFER FORM

The Part Transfer form allows users to specify the details of the transfer by filling in the following fields:

  • From Item Number / Description: Enter the item number or description of the part to be transferred from.
  • To Item Number / Description: Enter the item number or description of the part to be transferred to.
  • From UOM: Specify the unit of measure for the source item.
  • To UOM: Specify the unit of measure for the destination item.
  • From Item Type: Select the type of the source item.
  • To Item Type: Select the type of the destination item.
  • From Project: Select the project from which the part is being transferred.
  • To Project: Select the project to which the part is being transferred.
  • From Lot Number: Enter the lot number for the source item, if applicable.
  • From Warehouse: Select the warehouse from which the part is being transferred.
  • From Location: Specify the location within the warehouse for the source item.
  • Available Stock In Location: Displays the available stock at the source location.
  • Transfer Quantity: Enter the quantity of the part to be transferred.
  • Remarks: Add any relevant notes or comments about the transfer.

Click the Add button to add the transfer details to the list below. Multiple transfers can be added before saving.

Location Details

The Location Details Table displays a summary of all item transfer entries that have been added but not yet saved. This acts as a review area where users can verify all the information before final submission. Each row in this table represents a pending transfer entry.

This table includes the following details for each transfer:

  • The item numbers and descriptions for both source and destination.
  • The unit of measure and item type at both ends.
  • The related project, warehouse, and internal location information.
  • The available stock at the source location.
  • The quantity to be transferred.
  • Any remarks added by the user.

Save Button: Once all required transfers have been added, click Save to complete the process and update the inventory records.

Icons

PART TRANSFER ICONS

  • Home Icon: Navigates to the main dashboard or home page.
  • Back Icon: Navigates back to the previous page.
  • Refresh Icon: Reloads the current page to reflect any recent changes.