Basic Inventory Transfers

To enter a basic inventory transfer:

1. Go to Transactions > Inventory > Transfer Inventory.

2. Complete the steps as described in the sections below.

3. Click Save.

4. When you click Save, your inventory is updated for each location. You can view transfers you create by going to Transactions > Inventory > Transfer Inventory > List.

Primary Information

1. The current date autofills the date field. Select or enter a different date if needed.

2. Select or enter a posting period for this transaction.

3. In the Ref. No. field, enter a reference number for this transaction. If you have set up auto-numbering, the current number shows in this field.

4. In the Memo field, enter information to identify this transaction in a list of other transactions.

   For example, when you use the Search Transactions feature, you can search for specific words and phrases in the Memo field.

5. In the From Location field, select the location you want to take the item out of.

   The inventory at this location is reduced.

6. In the To Location field, select the location where you want to send the item.

   The inventory at this location is increased.

Classifications

1. Select a Department or Class if you track them.

2. When a document type has the Allow Override option enabled, users can unintentionally introduce duplicated document numbers and numbering gaps into your account.

   To prevent duplicated document type numbers and numbering gaps, you can customize transaction type records to display the Generate TranID on Save box. When this box is checked, the document number is recorded when the user saves the transaction record rather than when the user opens the transaction record. This ensures that the document number is unique for the document type, as if the Allow Override option was not enabled.

Items subtab

1. In the Item field, select the item you want to transfer.

   • The description of this item appears in the Description field. The quantity on hand in the location you are pulling items from appears in the Qty On Hand field.

2. In the Qty to Transfer field, enter the quantity of items you want to transfer to another location.

   • Note: You should not enter an item quantity that exceeds the item's quantity on hand at the location from which you are moving the items. Review the quantity on hand at that location before entering a value in this field.

3. If the item you are transferring is a serial or lot numbered item, you can enter the serial or lot numbers.

   • Separate each serial number with a space, comma or by pressing Enter after each one. You must enter a serial number for each serialized item. - For example, if you enter a quantity of 2, then you must enter two serial numbers.

   • Lot numbers must be entered in this format: LOT#(Quantity) - For example, to enter a quantity of 100 items as Lot number ABC1234, enter ABC1234(100).

4. In the From Bins field, the preferred bin for the From location is selected.

   • To enter quantities to transfer from other bins, click the bin number, and click the Bins icon. You can enter quantities that combine to equal the total quantity to transfer for each bin associated with item, and click Done. You can also enter bin numbers separated by commas with on-hand quantities in parentheses. For example, you can enter A101(50), A102(43).

5. In the To Bins field, the preferred bin for the To location is selected.

6. Click Add.

   • The bottom of the Inventory Transfer page shows a list of items you intend to transfer. This list displays the item and the data you entered about the transfer transaction.

7. Repeat the steps above for any other inventory items you want to transfer.