Secondary Processing with Transfers Shipping Out Items

This video explains how to complete the secondary processing workflow using the option of transfers in 10X ERP after a sales order, work order, and build have already been created. The process covers creating a purchase order for the secondary processing service, generating a transfer to move inventory into a secondary processing location, and completing the shipment and receiving steps. Users will learn how inventory status changes throughout the process, including how items move into an “In Transit” status before being received into the secondary processing location. This optional workflow ensures inventory is properly tracked while products are sent out for outside services such as coating or coding.

• Open The Build Record and navigate to the Purchase line to create a Purchase Order for the Non-Tracked Secondary Processing Item.
• Select The Vendor and enter any applicable Processing Charges, such as a One-Time Coating or Coding Fee, before publishing the Purchase Order.
• Optionally Create The Transfer from the Purchase Order to move Inventory Out Of Available Stock and into the Secondary Processing workflow.
• Remove Any Non-Inventory Charges from the Transfer, such as Service Fees, so only the Physical Inventory Item is transferred.
• Publish The Transfer to officially place the Inventory into an In Transit status tied to the Secondary Processing Location.
• Create And Complete The Shipment for the transfer so the inventory is marked as shipped to the outside processor.
• Add Tracking Information when completing the shipment if a Shipping Method requires tracking details.
• Review The Item Status to confirm the inventory shows as In Transit and Committed during shipment processing.
• Receive The Transfer once the product arrives at the Secondary Processing Location by publishing the Receiving record.
• Verify Inventory Quantities after receiving to confirm the item now appears in the Secondary Processing Location inventory.