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How to Transfer Parts to a Different Location

Learn How to Transfer Parts Between Locations

Updated this week

Overview

If you share parts among multiple locations, there may be instances where you want to transfer some of your inventory from one place to another.

This article will teach you how to transfer parts to a different location.

(Note: if you are moving an asset from one location to another, you have the option to transfer automatically associated parts along with that asset.)

Table of Contents

How to Transfer a Part to Another Location

First, make sure you have the following permissions enabled:

  • #187 'Transfer Parts from Location'

  • #72 'Manually Change Part Qty'

  • #74 'Change Part Location'

You will also need some level of access to the location where you're transferring parts.

  1. From the Manage Parts or Look Up a Part page, click on your desired part.

  2. In the part card, click on the arrows icon.

  3. In the new window, click the dropdown to select the location where you want to move your parts.

  4. Then, enter the part quantity you want to transfer in the text field. Click "Add" to confirm your choice.

  5. Once the part quantity is transferred to the desired location, the part quantity at the current location will update. This will also be noted in the part log.

What Info Will Move with My Part?

The following information will transfer with a part to its new location:

  • Part name

  • Part number

  • Part image

  • Quantity

  • General stock (GS) price

The following information will not transfer with a part to its new location:

  • Category

  • Custom fields

  • POs

  • Part settings (including threshold settings)

  • Associated assets & vendors

  • Part logs

  • Stock units & purchasables

In some scenarios, Limble will create a new part with a unique internal part ID at the location. In others, Limble will match the moving part to an existing part at the new location.

The table below explains the scenarios and expected outcomes of each kind of part transfer.

Scenario

Outcome

A matching part with same name & number already exists at new location

The part quantity will transfer to the matching part at the new location

A part with same name but different number exists at the new location

A new part with a unique internal part ID will be created

A part with the same number but different name exists at the new location

A new part with a unique internal part ID will be created

A matching part does not exist at the new location

A new part with a unique internal part ID will be created

When the part transfers, the changes will be noted in the part log at the new location.

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Still don’t see what you’re looking for? Check out our YouTube channel for more tips and tricks! You can also reach out to us anytime at support@limblecmms.com.

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