This guide will provide the steps to transfer products between Inventory locations. Reference the appropriate scenario based on whether the account(s) are in MotionMD or Non-MotionMD for inventory management.
Inventory Transfers within a MotionMD Account:
Inventory transfers can easily be completed between Inventory Locations under the same MotionMD account.
On the top menu bar, click INVENTORY LOCATIONS from the INVENTORY drop-down. Click on the location you need to transfer inventory from.
In the search bar type the SKU(s) of the product(s) that are being transferred and unselect NEEDS RESTOCK to search all inventory in stock. Once SKU(s) are selected, click ADD TO TRANSFER and a side bar will open up.
On the side bar, set the quanity to be adjusted for each product. To remove an item from the transfer click the X. Select the destination location from the TRANSFER TO drop-down menu. Click PLACE TRANSFER to complete.
Helpful Information:
- No check-in is required at the receiving Inventory Location. On-hand counts are automatically decremented and incremented on each Stock Record.
- Transfers to an Inventory Location will automatically create a new Stock Record if it did not exist previously. However, the Stock Record setup will need to be finished, if assistance is required, submit a Help Ticket requesting the Item setup be completed.
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