1. The first step is to generate a quote. This is part of the order entry process for the warehouse transfer order in Cetec ERP.
2. Make sure that the Customer Field in the quote header is set to the Internal Account customer record (intercompany).
3. Make sure the WH Transfer checkbox is selected in the quote header. You'll notice the header bar turn green which indicates you are working with a WH transfer quote.
4. Next, you'll want to add each prcpart at the quote line level. Input the qty you want to transfer, and make sure the cost/resale fields are set to 0 so that cost or resale value isn't impacting financials. NOTE: You can import quote lines if you have a list of parts to transfer.
5. Make sure that all of the parts you're transferring from one location are all headed to the same location (this is key).
6. Next, click Commit to Order on the quote page left hand nav menu.
7. On the Commit Order screen, the Receiving Location on that page is the location you're sending the parts to. Go ahead and set your Receiving location and hit the orange Commit Order button.
8. Pick each lines prcparts on the workorder and set the work location to whichever stage you need to for the WH transfer process.
9. Once you've picked & shipped the parts to the second location, you'll then complete/receive the warehouse transfer order to close it out and complete the process.
10. Note: If you are actually shipping to a separate warehouse, you can print the Packing Slip and have the receiving warehouse complete/receive.