Transferring Inventory to Another Location

To send inventory items from your location to another location, you must transfer the inventory in OfficeMate.

1. Click the Products icon, select Inventory, and then select Transfer.

   OR

   Click Tasks on the main window toolbar, select Inventory, and then select Transfer.

   The Inventory Transfer window opens.

2. If you are in a distribution center, select a location from the Location drop-down menu.
3. Select a location from the Transfer to drop-down menu.
4. Type notes in the Comments text box, as needed.
5. Select a product to transfer using one of the following methods:
   • Type a product name or code into a Product Name/Code text box.
   • Click on the Product Name/Code column heading to search for a product. For more information on searching for products, go to Finding Products and Services.
6. Type the number of units to transfer in the Quantity field.
7. Select a reason for the transfer from the Reason drop-down menu. If an appropriate reason is not listed and you have Administration access, you can add a reason to the drop-down menu by pressing F12. For more information on using the F12 key, see To add and maintain list box selections (F12).
8. When you are finished, click Record & Print.

   OR

   Click Cancel to disregard the transfer.

   A transfer ticket is not created if the location from which the transfer originates is the same as the transfer destination location.

In addition to the procedure below, watch this video for more information.