This guide will provide the steps to transfer products between Inventory locations. Reference the appropriate scenario based on whether the account(s) are in MotionMD or Non-MotionMD for inventory management.
Inventory Transfers within a MotionMD Account:
Inventory transfers can easily be completed between Inventory Locations under the same MotionMD account.
On the top menu bar, click INVENTORY LOCATIONS from the INVENTORY drop-down. Click on the location you need to transfer inventory from.
In the search bar, unselect NEEDS RESTOCK to search all inventory in stock, then type the SKU of the product that is being transferred. Click ADD TO TRANSFER, and a sidebar will open.
On the sidebar, set the quantity to be adjusted for each product. For additional SKUs, continue to search the SKU and click ADD TO TRANSFER. To remove an item from the transfer, click the X. Select the destination location from the TRANSFER TO drop-down menu. Click PLACE TRANSFER to complete the transfer.
Helpful Information:
- No check-in is required at the receiving Inventory Location. On-hand counts are automatically decremented and incremented on each Stock Record.
- Transfers to an Inventory Location will automatically create a new Stock Record if the item did not exist previously. However, the Stock Record setup will need to be completed by the Customer Success Team. Submit a Help Ticket requesting that the Item setup be completed.
- All Inventory Transfers between Inventory Locations in MotionMD will automatically be submitted from MotionMD to OC Logistics at the end of each business day to process the transfer in Oracle. There is no need to contact OC Logistics directly if both Inventory Locations are in MotionMD.
Inventory Transfers between two different MotionMD Accounts:
Please contact the MotionMD help desk for assistance and provide the detailed information listed.
- OC Account #’s for the Transfer FROM and Transfer TO locations
- SKU #’s for all products being transferred
- Quantity of all products being transferred
Inventory Transfer from a NON-MotionMD Account to a MotionMD Account or vice versa:
Please contact the MotionMD help desk for assistance and provide the detailed information listed.
- OC Account #’s for the Transfer FROM and Transfer TO locations
- SKU #’s for all products being transferred
- Quantity of all products being transferred
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