Inventory Transfers
From Aligni Wiki
The "Inventory Transfer" feature allows you to setup a transfer of inventory units from one inventory location to another. The transfer is coordinated within Aligni so that a thorough record is maintained for future reference.
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Setup
To start an inventory transfer, navigate to the Inventory Dashboard by clicking the Inventory link on the top menu. From the Inventory Dashboard, click on the New Transfer link. This will take you to the New Inventory Transfer page where you specify the source and destination locations of the transfer. The source location determines which inventory units will be available to add to the transfer. Only one source location may be specified per transfer.
Click on the "Create New Transfer" link to setup the transfer.
Using the Part Cart
Once you've setup the transfer, it will be created in the database. You may return to it at any time. For now, click the "Select for PartCart" link in the submenu to make this transfer the active Part Cart.
As the active Part Cart, all parts added through the Part Cart will go to this transfer. You may now browse your database and add parts as required. In many cases, parts will be added to an Inventory Transfer from a Shortage List, but parts from any page within Aligni will be available.
When you're done adding parts to the transfer, return to the transfer by clicking the "View Inventory Transfer" link in the Part Cart submenu.
Specifying Transfer Quantities
When viewing a pending Inventory Transfer, each part is listed with the quantities available at each sublocation at the source. You may enter any value up to the quantity available at that location. If you enter less than the full amount available, the inventory unit will be "split" so that only the quantity you have entered will transfer.
For each inventory unit, you may also enter the final destination sublocation.
Committing the Transfer
Once the proper quantities have been entered, you will typically prepare the shipment and get a tracking number for the transfer. Enter the tracking number before you commit the transfer.
When you commit the transfer, each inventory unit will be set to "In Transit". Each "In Transit" inventory unit is then associated with this transfer and will link to the transfer from any inventory view (such as the Part Details page). Inventory units will not be relocated to the final destination until the transfer is Completed.
Completing the Transfer
Once the package has been received at its final destination, you should Complete the transfer. This moves all of the inventory units to the destination location and removes their "In Transit" note. Inventory Records are also created to indicate the transfer of each inventory unit for historical tracking. The Inventory Records will link to the Inventory Transfer.
