HomeHow toSnaptrackerMove inventory from one customer to another

24.6. Move inventory from one customer to another

need to export the standards out then bring them in.

To export Go to Utilities>Export SIF.

May need to simplify using Project Matrix.

es, you can transfer the product from one customer to another using a work order.

First you want to ensure that the same Standards on both customers are created and represent the same items.

When creating the WO, you want to change the destination indicator to Transfer, and select the customer you want to transfer the product to.

On the WO line, you will need to select the default destination building and location. Note: Building and Location are also on the header, but do not set the information there. Set it at the line level.

When processing, you do need to select the items specifically being moved from one to the other customer. If you want the product to remain in the same location, you need to select Same Location when processing each item. That will overwrite the default location on the WO.

The other option, if you don’t want to use a work order would be to deliver the product out of the first customer, then receive into the second as separate transactions, unrelated to one another.

Hope this helps,


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