Transfer supplies between warehouses

A supplies warehouse transfer is a workflow that makes it easier to transfer available supplies items between warehouses for easier distribution. When completing a warehouse transfer for supplies items, Sage Intacct identifies upcoming transfer transactions, and automatically propagates the costs of the items being moved to the new warehouse.

  1. Go to Inventory Control > All > Supplies Inventory > Workbench.

  2. Find the requisitions with status of Available or New request. This status indicates that items are in stock, but one or more items are not currently available at the requested location.

  3. To transfer items for a single requisition, select the line, then select Action > Warehouse transfer.
    To transfer items for multiple requests, select each requisition and then use the bulk action button ( More button ) to select Warehouse transfer.

  4. In the Warehouse transfers window, in the From warehouse field, enter the location where you want to source the items. If no warehouse is available on the dropdown list, no stock is available to transfer.

  5. If tracking is required, select the Serial, Lot, Bin link to enter tracking information and the quantity to transfer.

  6. If no tracking is required, you can enter the Quantity to transfer for the item. See all warehouse transfer field descriptions.

  7. Repeat steps 4 to 6 for each requisition line.

  8. Select Post transfers.

  9. Select Close.

When the supplies arrive in the destination warehouse, you can issue the supplies.