Warehouse Transfers - Automatic
The Auto Warehouse Transfer function evaluates stock levels in a selected From Warehouse and To Warehouse and attempts to balance the on-hand inventory according to established Min/Max stock levels.
- Items overstocked in the From Warehouse and understocked in the To Warehouse are processed for transfer.
- Warehouse Transfer records are created to indicate which items should be moved.
- The user may modify or cancel these transfers prior to shipping.
Note: You might also be interested in reading the article on Manual Warehouse Transfers.
1. Set Minimum and Maximum Stock Levels
2. Run the Balance Inventory utility
- Highlight the Product(s) in the Product window.
- Open the Action Menu and select Balance inventory between warehouses.