Inventory transfer was introduced in release R2022a (March 2022). It has gone through updates based on feedbacks from customers. The latest update is available in R2024f (December 2024).
- The process is more efficient for end users.
- Barcode scan is integrated for Calem Mobile.
- One or more items are allowed to be transferred to other sites or disposed.
1. Permission for Transfer and Dispose
Permissions need to be configured for item transfer and disposal.
- Menu: Organization | ACL Profiles | Storeroom Teams. Set up teams who can transfer and/or dispose items by sites.
- Use "Inventory Site Transfer" to set up permitted sites for item transfer.
2. Transfer-Out (Checkout)
The first step of item transfer is to check out items from inventory for shipping to other sites.
- Menu: Barcode | Transfer-Out (Checkout). It is also available from Inventory | Transactions | Transfer-Out (Checkout).
- Set "To Site" to launch the transfer process. Enter cost code and notes. Click "Save" to continue.
- Populate a stock item to checkout. Scan an item code if Calem Mobile is used. Click "Save" to add an item for checkout.
- Click "Cancel" when done adding items to review the items added for transfer.
- Click "Commit" to complete the transfer and checkout.
2. Transfer-In (Receive)
The second step is performed at a "To Site" when items arrive.
- Menu: Inventory | Transactions | Transfer-In (Receive).
- Items may be received individually (by Other, or by Batch), in the first screenshot below.
- Items may also be received by batch so all items checked out for transfer in a batch can be received.
- This is done by checking "Receive All" when receiving by Batch (the second screenshot below)
- A storeroom needs to be specified for "Receive All".
- The next screen allows one to populate bins for all items. Calem will prefill the bins based on stock usage when applicable.
- You may click a row to populate a bin not filled, or change a bin.
- Click "Continue" to complete receiving all items in a batch.
3. Disposal (Checkout)
Inventory items can be disposed or scrapped by the disposal transaction.
- Menu: Barcode | Dispose Inventory. It is also available from Inventory | Transactions | Dispose Inventory.
- In the initial disposal screen, enter cost code and notes. Click "Save" to continue.
- Populate a stock item to dispose. Scan an item code if Calem Mobile is used. Click "Save" to add an item for checkout.
- Click "Cancel" when done adding items to review the items added for disposal.
- Click "Commit" to complete the checkout and disposal.
Resources
- Simplifying Inventory Transfer and Disposal
- How to Transfer and Dispose Inventory
- Part Repair Processes in Calem
- How to Track Asset Off-Site Repairs
- How to Use Price Lot in Calem
- Work Order Life-Cycle Diagrams
- Asset Tracking in Calem
- User Guide and Admin Guide (customer account required)
- Calem Enterprise Training Site
- Calem Enterprise Blogs
- Calem Enterprise demo