Inventory Transfers
- Get transfer sheets, truck stock sheets, and return to stock sheets from trays by warehouse desk
- If the sheet is for a parts transfer
- Click on the inventory module in Spire
- Click the transfer button near the top of the page
- In the inventory transfer window that opens, Reference No field, type the warehouses that the parts is moving from to the warehouse where the part is going, a slash and the customer number for the RMA in the Reference No field. For example, W1 – 16/E240
- Set the Source Warehouse in the Warehouse field and the Destination Warehouse in the Warehouse field
- In the Source box, change the selection in the Default Transfer UOM to Inventory
- In the Parts box, add the part number of the part being transferred
- Set the quantity of the part being transferred in the Transfer Qty column
- In the Notes Box, type “FOR ‘THE RMA NUMBER’ ‘THE DATE OF THE TRANSFER’ ‘INITIALS OF THE PERSON MAKING THE TRANSFER’. Ex, “FOR R11808 4/26/2022 JRU”
- Click the receive button near the top of the page
- In the box that opens, click the Inventory Transfer report box if its not checked, and the print button
- Staple the report that printed to the Transfer Sheet from the shelf by the warehouse desk
- Close the Inventory Transfer window
- Open the TRANSFERS MISSED filter
- Date of Service (UDF) Last x days 5
- Type is one of RMA
- Transferred (UDF) is false
- Locate the RMA in the TRANSFERS MISSED filter
- Open the RMA
- Change the Ship Qty for each part to 0 in the Ship Qty column
- Save and close the RMA
- Reopen the RMA
- Change the W1 to the left of each part to the warehouse where the parts were transferred to. Do not change the warehouse for Shipping, Labor, etc.
- Change the ship Qty for each part back to the number shipped before zeroing them out
- Click on the User Defined tab, click the Took Parts box in the Department tab
- In the Parts Taken by Technician field type the truck number for the transfer, ex T10
- Click the Parts Orders tab, and click the Transferred box
- Save and close the RMA
- Put the stapled Inventory Transferred Report and Transfer Sheet in the folder for the technician which is in the tray by the warehouse desk
- If the sheet is for return to stock
- Click on the inventory module
- Click the transfer button near the top of the page
- In the inventory transfer window that opens type the warehouses that the parts is moving from to the warehouse where the part is going, a slash and the customer number for the RMA in the Reference No field. For example, W1 – 16/E240
- Set the Source Warehouse in the Warehouse field and the Destination Warehouse in the Warehouse field
- In the Source box, change the selection in the Default Transfer UOM to Inventory
- In the Parts box, add the part number of the part being transferred
- Set the quantity of the part being transferred in the Transfer Qty column
- In the Notes Box, type “FOR ‘THE RMA NUMBER’ ‘THE DATE OF THE TRANSFER’ ‘INITIALS OF THE PERSON MAKING THE TRANSFER’. Ex, “FOR R11808 4/26/2022 JRU”
- Click the receive button near the top of the page
- In the box that opens, click the Inventory Transfer report box if its not checked, and the print button
- Staple the report that printed to the original Transfer Sheet from the shelf by the warehouse desk
- Put the Stapled reports in the folder for the technician
- Jobs to be Rescheduled transfers
- Click on the inventory module
- Click the transfer button near the top of the page
- In the inventory transfer window that opens type the warehouses that the parts is moving from to the warehouse where the part is going, a slash and the customer number for the RMA in the Reference No field. For example, 16 – W1/E240
- Set the Source Warehouse in the Warehouse field and the Destination Warehouse in the Warehouse field
- In the Source box, change the selection in the Default Transfer UOM to Inventory
- In the Parts box, add the part number of the part being transferred
- Set the quantity of the part being transferred in the Transfer Qty column
- In the Notes Box, type “FOR ‘THE RMA NUMBER’ ‘THE DATE OF THE TRANSFER’ ‘INITIALS OF THE PERSON MAKING THE TRANSFER’. Ex, “FOR R11808 4/26/2022 JRU”
- Click the receive button near the top of the page
- In the box that opens, click the Inventory Transfer report box if its not checked, and the print button
- Staple the report that printed to the original Transfer Sheet from the shelf by the warehouse desk
- Open the RMA for the transfer by clicking on the Sales module and searching for the RMA number
- Change the Ship Qty for each part to 0 in the Ship Qty column
- Save and close
- Reopen RMA
- Change the warehouse to the left of each part to the warehouse where the parts were transferred to. Change from van warehouse to W1. Do not change the warehouse for Shipping, Labor, etc.
- Change the ship Qty for each part back to the number shipped before zeroing them out
- Click on the User Defined tab, unclick the Took Parts box in the Department tab
- Click the drop down for Technician and select “<blank>”
- Click the Service Ticket tab and delete the date in the Date of Service field
- Click the drop down for Day of Week and select “<blank>”
- Click the Parts Ordered tab, and unclick the Transferred box
- Click the main tab and change the Phase to SCHEDULED
- Click the print icon near the top of the page, and select the CPEC-PARTS NEEDED report and click print
- Give the printed report to the Warehouse
- Save and close the RMA
- Put the stapled Inventory Transferred Report and Transfer Sheet in the folder for the technician which is in the tray by the warehouse desk