Locations: Receiving Transferred Inventory

An inventory transfer at the location level involves one location initiating the transfer of products out, and the receiving location accepting the transfer of products in. There are two scenarios where you may want to receive inventory:

• You are the To location in an Inventory Transfer, or
• You are the From location, and the To location returned your Inventory Transfer. In this case, you have to receive that return. Such transfers will appear in search with red text and a status of Return not received.
  
  

 

1. Type inventorytransfers into the Convobar, or go to Inventory > Inventory Transfers.
2. Locate the Inventory Transfer in the Inventory Transfers search screen. The Transfer To Status should be Not received. Also note the green Receive button on the right, which is a visual cue that this transfer is ready to be received.
   
   

Note: If needed, you can Return this transfer as long as it has not yet been received.

1. To receive the inventory that is being transferred to your location, select the transfer or Receive to open the record.
2. From within the record, select Receive, and select Yes on the confirmation message. This step adds to the receiving location's on-hand amounts. You can also select Receive directly from the search screen to open the transfer record.

Note: If receiving returned inventory, this button is Finalize Return.

1. You now have the option to Print Labels for Received Items, if needed.