Wondering how to process a multi-line or multi-part warehouse transfer from one location to another? Heres a how-to guide on doing that in your Cetec ERP environment:

• The first step is to generate a quote. This is part of the order entry process for the warehouse transfer order in Cetec ERP.
• Make sure that the Customer Field in the quote header is set to the Internal Account customer record (intercompany).
• Make sure the WH Transfer checkbox is selected in the quote header.
  • Youll notice the header bar turn green which indicates you are working with a WH transfer quote.
• Next, youll 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 isnt impacting financials.
  • NOTE: You can import quote lines if you have a list of parts to transfer.
• Make sure that all of the parts youre transferring from one location are all headed to the same location (this is key).
• Next, click Commit to Order on the quote page left hand nav menu.
• On the Commit Order screen, the Receiving Location on that page is the location youre sending the parts to. Go ahead and set your Receiving location and hit the orange Commit Order button.

This order can now live in your warehouses shipping schedule, or you can proceed with fulfilling the order immediately by following these next steps:

• Pick each lines prcparts on the workorder and set the work location to whichever stage you need to for the WH transfer process.
• Once youve picked & shipped the parts to the second location, youll then complete/receive the warehouse transfer order to close it out and complete the process.

Note: If you are actually shipping to a separate warehouse, you can print the Packing Slip and have the receiving warehouse complete/receive.