Prior to using the Product Transfer feature, an initial setup is required in order to associate to each location (Vendor location and Customer Location) a Transfer Customer. This setup will allow the system to maintain the default inventory process, where a vendor/company ships out product to a receiving customer-company.
Komet allows Multilocation companies the option for inventory to be transferred amongst the created locations.
1) Creating Transfer Customer Location
Create the location that will be receiving the transfer as a customer. The name of the customer should be something the users can easily identify. For example, ''Transfer Medellin Customer''. "Please read the Adding Customers article for more information. Remember setting up the transit days for the customer transfer in Days of Service per Customer. This will be important to calculate the transfer order date.
2) Associating Transfer Customer to both Locations
The next step is to associate the Transfer Customer Location as a Customer to the locations where products will be transferred from and to. For more information on how to associate a customer to a location, read the Managing Multiple Locations.
Go to Setup->Locations click on Customer in the Actions column for the Vendor Location.
Search for the Transfer Customer Location created (in this example it's called Transfer Medellín Location).
Click on Not Associated.
Repeat the process for the Customer Location.
3) Set up the Transfer Customer
The next step is to associate the Transfer Customer to the Customer Location. To do this, follow the next steps:
Go to Setup>>Locations.
Click con Edit in the Actions column for the Customer Location (in this case its Medellin).
The Location Information window will pop up, in the Transfer Customer field enter the Transfer Customer Location name and click on Save.
For more information on the process of transferring products from one location to another, please refer to the Multi-locationTransfer Process for Boxes and Multi-location Transfer Process for Units and Hard Goods articles.