Field descriptions: Supplies warehouse transfer

The following table describes the fields on the Supplies workbench, Warehouse transfers page.

Warehouse transfer for supplies field descriptions
Field Description

Description

Enter a description to provide details or instructions for the transfer.

Reference number

Enter a reference to another document or any text as needed.

Transfer type

Select Immediate or In transit. When you select an in-transit transfer, you'll complete the order process in the Warehouse transfers window. Learn how to complete an in-transit warehouse transfer.

Item ID

Name of the item requested.

Serial, Lot, Bin

This link appears only if the item type is tracked. Select the link to open the details area and enter the quantity to transfer.

In the Serial, Lot, Bin section, select the tracking information from the dropdown lists and enter the quantity to transfer.

From warehouse

This field defaults to the warehouse that's associated with the selected item or a warehouse that you've defined in your user preferences in the general preferences section. Use the Warehouse selection list to select the applicable warehouse as needed.

Quantity

Indicates the quantity of the corresponding item currently on the shelves in the From warehouse.

On hand

The item total for quantity on hand. Item totals are combined for all warehouses and automatically displayed based on transaction entries. In addition, you can view totals per warehouse.

On order

The item total for the quantity on order. Item totals are combined for all warehouses and automatically displayed based on transaction entries. In addition, you can view totals per warehouse.

In transit quantity

The item total in warehouse transfers that are in transit. Item totals are combined for all warehouses and automatically displayed based on transaction entries. In addition, you can view totals per warehouse.

Quantity needed

The quantity needed at the destination warehouse to fulfill the quantity requested (the destination warehouse may already have some of the requested quantity available).

To warehouse

The destination warehouse the item is being transferred to.

Quantity to transfer

If the item does not require tracking information, enter the number of items you want to transfer from the From warehouse.