V9 - Generating transfers from the Reorder report

 

SOS Inventory allows you to generate inventory transfers through the Generate transfer action of the Reorder report.

 

Use these steps to generate the transfers:
 

  1. Go to the Reorder report (Operations > Reports > Purchasing > Reorder report).
     
  2. Set the Location field in the Filters section to a single location that you querying for reordering goods. Then choose additional Filters, Options, and Columns as desired.
     
  3. Under Retrieve your report, select Display. 
     
  4. Without closing your browser tab with the Reorder report, open a new tab and run an Inventory stock status report (Operations > Reports > Inventory > Inventory stock status). This allows you to see all the locations where your item has quantities and could be transferred from.
    1. Under Filters:
      1. Set the Locations filter to All.
      2. Enter all or part of the item name in the Item name contains field.
    2. Under the Options, set the Report value to Available.
    3. Under Retrieve your report, select Display.
    4. Note the quantities of the item that are available at each location.
    5. Repeat Steps 4.a.ii and 4c for each additional item that you want to transfer quantities to your location.
    6. When finished, go back to the tab with the Reorder report.
       
  5. Place a check in the box of any item you wish to include in the transfer—or select the box in the header row to check all boxes on the page. Once you have at least one box selected, the Generate transfer option will be enabled. Make sure that all the item(s) checked have quantities available for transfer from the same location.

    Using the Generate transfer feature on the Reorder report.
     
  6. Select Generate transfer. A pop-up window will appear.
    1. Choose the From location for the inventory transfer from the dropdown list.
    2. Select Generate Transfer in the pop-up window.
       
  7. If you need to transfer item quantities from an additional location, repeat Steps 2 through 6.
     
  8. After generation, the transfer(s) will appear in the Transfers list (Operations > Inventory > Transfers). System-generated transfers will have the phrase, Generated by SOS Inventory on [date] in the Comment field of the transaction, as well as the Comment column on the list.
    1. Check the transfer transaction(s) and edit as needed. Usually, this is adding tracking information if listing a ship method.
    2. Email the transaction(s), if appropriate.