We recommend using<\/strong> “Pending Transfers<\/strong>,” as they give you a chance to review your inventory to make sure you really do want to transfer inventory from one location to another. There is an option to make these transfers automatic instead, which we’ll go over in a moment.<\/p>\n To enable this, you must make sure your “Configuration Settings<\/strong>” are set up correctly.\u00a0<\/p>\n Select “Inventory Handling Options<\/strong>,” then “Inventory Tracking Options<\/strong>.”<\/p>\n Make sure “Track Inventory Quantities?<\/strong>” is set to “Yes<\/strong>.”<\/p>\n The “Tracking Mode<\/strong>” should be set to “Full – All Inventory Counts are Per-Site<\/strong>.”<\/p>\n For the “Cross-Location Receiving Transfer Mode<\/strong>” field, select “Add to Pending Transfer List<\/strong>.”<\/p>\n If you wish for these transfers to happen automatically (and not be put on a pending list), select “Transfer Immediately When Received<\/strong>.”<\/p>\n Press “Save<\/strong>.”<\/p>\n Add the Target Column\u00a0<\/strong><\/p>\n On a purchase order, right-click and select “Configure Columns<\/strong>.” Choose the “Requested<\/strong> Target Site<\/strong>” column. This column refers to the store\/location you are ordering the items for.<\/p>\n In this example, we have 5 items we want to order for site 001 and a different item we want to order for site 002.\u00a0<\/p>\n We can also order the same item for both locations.<\/p>\n The next step is to receive the purchase order.<\/p>\n Then, you’ll need to transfer that inventory from one site to the other. For example, we ordered two Flamingo Cookie Kits for site 001. We also ordered two for site 002. Since they were received at site 001, we’ll need to transfer two to the other location. As mentioned, these items are considered “pending transfers<\/strong>” and are added to the pending transfer list in the “Inventory Transfer<\/strong>” section in Artisan.\u00a0<\/p>\n From “Inventory<\/strong>,” head to “Inventory Transfers<\/strong>.”<\/p>\n Click on “Show Power Search<\/strong>” and select “Inventory Transfer Search Filters<\/strong>.” Set “Pending Transfers Only?<\/strong>” to “Yes.<\/strong>“<\/p>\n This will show us our list of pending transfers.\u00a0<\/p>\n We can then double-click to update the transferred quantity (“Xfer Qty<\/strong>” tab).<\/p>\n![\"\"](\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2022\/12\/2022-12-06_13h52_21.png\")
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\nPurchase Orders<\/strong><\/h3>\n
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\nProcessing Pending Transfers<\/strong><\/h3>\n
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