Minimum Version Required: 22.01
Steps
How to Add Customer for Transfer Planner
1. Using Universal Search, navigate to the Customers table
2. Click the Add Customers button
3. Enter values to all required and applicable optional fields displayed in the Add Customers form. click the Add Record button when complete
Enter the name of the Receiving Warehouse
Select the customer type, which should have Transfer Out as the Customer Account Type
Select a Distribution Area with a Location matching that of the transferring warehouse
Make sure the Address of Customer is the Address of the To Location Warehouse (this is important so the Shipment gets created with the correct To Location).
4. Click the Add Record button when complete.