<aside> 💡 Users can easily move one or more Inventory pieces to a new Customer Inventory.

Preparation Steps

1. Create the target Customer and Order records
2. Check the Inv. Display checkbox for the Custom Fields that will be used, the label is inconsequential
3. Ensure that the Custom Picklist labels and values match between the Customers verbatim </aside>

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Moving Inventory to a New Customer 📖

1. Select the Inventory that is moving to a new Customer

2. Click Move → Move to New Customer

   

3. Set the new Customer and Order for the Inventory then click the Move button towards the top of the popup

   <aside> 💡 Details

   • If the Articles do not exist in the To Customer the Articles will get created in the To Customer
   • Custom field values will be moved to the corresponding Custom fields in the target Customer
   • Pick List values will be removed if the target Customer does not have the Custom Picklist labels and values
   • After pressing Move a count of items will display in the popup </aside>

   

<aside> 💡 The Inventory History for the piece that moved will automatically display a Note displaying the origin Customer in the correlating Move activity

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<aside> 💡 When moving Inventory that has Components in it, the Select New Customer pick list will only display Customers that have Use Components set to True on the Customer Details page

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