Course Code: INV-09
Goal: Master inventory logistics by efficiently creating transfer orders and managing multiple warehouses, fleet, and project locations.

Session Overview

Duration: 1 Hour
Format: Instructor-led (via Microsoft Teams or in-person)
Level:Intermediate to Advanced (Ideal for warehouse managers, fleet managers, and operations supervisors)

Resources Provided:

• Transfer Order Process Guide
  
• Location Group and Location Setup Template
  
• Receipt Management Best Practices Sheet

Learning Objectives

By the end of this session, participants will be able to:

• Create, manage, and track inventory transfer orders between locations.
  
• Set up and organize Location Groups and individual Locations.
  
• Apply best practices for receiving and transfer controls at various locations.

Session Agenda

INV9.1 Creating and Managing Inventory Transfer Orders

• Initiating a Transfer Order:
  
• From main warehouse ➔ Field trucks or project sites.
  
• Key fields:
  
• Sending Location
  
• Receiving Location
  
• Parts and Quantities
  
• Approving and completing transfer workflows.

INV9.2 Setting Up Location Groups and Locations (Warehouse, Fleet, Project)

• Creating Location Groups:
  
• Warehouses (regional/main)
  
• Fleets (technician trucks)
  
• Project Sites (temporary job sites)
  
• Assigning ownership and inventory rules by location.

INV9.3 Best Practices for Allowing/Denying Receipts at Locations

• Setting location rules:
  
• Locations that can/cannot receive stock.
  
• Using Location Permissions to:
  
• Prevent incorrect transfers.
  
• Maintain chain of custody.
  
• Ensuring mobile app receipt confirmations align with location policies.

Hands-On Preview (Optional if time allows)

• Create a sample Transfer Order.
  
• Setup a new Project Site as a receiving location.
  
• Complete a transfer and receipt cycle.

Post-Session Action Items

• Audit current location setups and update groups.
  
• Review active transfer orders for outstanding receipts.
  
• Standardize transfer request and approval procedures.

Note: When scheduling, make sure to include this session code: INV-09

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