How to transfer materials between locations

Step 1

Head to Materials under the Global Settings tab, and click on Transfers.

Select New Transfer.

Step 2

Choose a source location where the stock is currently being stored. Next, choose the destination location to transfer the stock to.

Step 3

Type or search for the material item to transfer, and enter a quantity.

You can choose either save as draft or save and complete.

Step 4

Now when you go into item #6 Flat Washer and look at its stock level, you can see 10 packs at the Camberwell Branch shown due to the transfer.

Step 5

You can view the transfer or download a picklist.