Exact Globe+

Performing location transfers

Menu paths

To perform a location transfer without pre-selecting items, go to Inventory ➔ Entries ➔ Location transfers or Purchase ➔ Entries ➔ Location transfers, and then click New.
To perform a location transfer for pre-selected items, go to Inventory ➔ Entries ➔ Location transfers or Purchase ➔ Entries ➔ Location transfers, select one or more items, and then click Continue.

Note: The menu paths for the location transfer function are available only if you have selected the Warehouse locations check box under the Fulfillment section in Inventory settings.

Introduction

In this screen, you can transfer items from one warehouse location to another, including items with reserved serial or batch numbers.

Note: Serial or batch numbers for items are assigned in various orders and requests. The serial or batch numbers are recognized as reserved if the orders or requests are not fulfilled, and the status of the orders or requests are opened, authorized, or printed but not rejected or completed.

A warehouse can have multiple warehouse locations, such as sections or shelves. When you move stocks from one location to another location within a warehouse, the process is called a location transfer. The location transfer function is available only if you have selected the Warehouse locations check box in the Fulfillment section in Inventory settings. For more information, see Inventory settings.

Fields

You can select the items that you want to transfer by defining the project linked to the item. A list of options will be displayed if you click at Project. From the list, select an option and click Select.

Header section

Entry number

This displays a system-generated running number of the transaction. This cannot be edited.

Transaction date

This displays the transaction date selected at Transaction date under the Extra section at the overview of items to be transferred, at Inventory ➔ Entries ➔ Location transfers or Purchase ➔ Entries ➔ Location transfers.

Project

Type or select a project to allow you to select items linked to this project in the Item column.

Lines section

If you are performing a location transfer for pre-selected items, the items and the corresponding information will be listed under the following columns. However, only the Loc. column can be edited.

Item

Type or select an item to be transferred. By default, only items linked to the selected project are available for selection. This information is mandatory.

Description

This column displays the description of the selected item. This cannot be edited.

Status

This column displays the status of the selected item. This cannot be edited.

Location

Type or select the current location of the selected item. By default, the current location of the selected item is displayed.

Location description

This column displays the description of the selected location.

Stock

This column displays the available stock quantity of the selected item, which is the physical stock minus the enriched stock for other sales orders for the warehouse location. This cannot be edited.

Note: If you select the Check stock check box under the Fulfillment section in Order settings and the Warehouse locations check box under the Fulfillment section in Inventory settings, the system will check the location transfer quantity based on the available stock quantity (in the Stock column) for the respective warehouse location. If the location transfer quantity entered in the Move column is more than the available stock quantity, you will see the message "Invalid: Total quantity Must be less than or equal to: 10", where 10 is the physical stock per warehouse location. If the Use enrichment check box is selected in Order settings, you will instead see the message “Must be less than or equal to : Stock net of enrichment”. Enrichment is a process to manually reserve items in a sales order by specifying the warehouse location, serial or batch number, or quantity. For more information, see Enriching items. If the Check stock check box is not selected but the Warehouse location check box is selected, the system will check the location transfer quantity based on the physical stock per warehouse location. If the location transfer quantity entered in the Move column is more than the stock quantity, you will see a message “Invalid: Total quantity Must be less than or equal to: 10”, where 10 is the physical stock per warehouse location.

Move

This column displays the quantity of item to be transferred, as defined in the Move column in the Location transfers screen displayed after clicking in the Loc. column. By default, the value is zero. This cannot be edited. For more information, see Defining destination location and quantity of items to be transferred.

Sls. unit or Pur. unit

This column displays the sales or purchase unit of measurement for the selected sales or purchase item, respectively. This cannot be edited.

Note: Sls. unit or Pur. Unit will be displayed if you select Sales unit or Purchase unit at Unit, respectively, under the Extra section at the overview of items to be transferred at Inventory ➔ Entries ➔ Location transfers or Purchase ➔ Entries ➔Location transfers.

Loc.

Click to define the warehouse location and the quantity to be moved. For more information, see Defining destination location and quantity of items to be transferred.

Serial/batch

This column indicates whether the selected item is a serial, batch, or normal item. This cannot be edited.

Serial item — This indicates that the selected item is a serial item.
Batch item — This indicates that the selected item is a batch item.
None — This indicates that the selected item is neither a serial nor a batch item.

Buttons

Process

Click this to process the location transfers. Once processed, the report on the location transfers will be displayed.

Note: This button is enabled only after you have defined the Item, Location, and Loc. columns.

Cancel

Click this to cancel the location transfer process.