Steps

  1. Open Property Transfers while online and confirm both participating properties are configured for the required accounting entity/currency and enabled workflow.

  2. Choose New transfer, select Stock and supplies or Assets and equipment, the Sending property and Receiving property, and a reason. Add a required date if needed, then Continue.

  3. Choose the Item to send and Sending store, or the exact Asset or equipment. Check the description, quantity and unit. Add more items if needed, then Continue. Use Back to correct anything without losing your entries.

  4. Check the properties and items, then Create draft. No goods move yet. At the receiving property, open Confirm items and locations, select Receive as and Receiving store or the Receiving equipment category, then Continue and Save item selections.

  5. Choose Submit request and review the confirmation. A different authorised person at the sending property uses Approve and reserve, checking the quantities they can supply. Check the new status and What happens next before preparing a shipment.