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Transfer Inventory

Intro – Transfer Inventory

Transfer Inventory allows you to transfer products between different warehouses or store locations.

  • Transferring inventory is a non-posting transaction, it does not affect your chart of accounts.

Create a New Transfer

  • Go to Items on the left sidebar, and select Transfer Inventory
  • Click Add New button in the top right corner.
  • On the new transfer page, fill in the following fields
    • Transfer number is an auto generated number.
    • Date: Default date is today.
    • From Warehouse: Select the warehouse you want to transfer products from.
    • Destination: Select the destination warehouse.
    • Reference: optional
    • Memo: for your reminder.
    • Details
      • Click “Add Line” button to add new detail line or click “Open Dialog” button to add detail line in the dialog.
      • Item. Select an item from the dropdown list.
      • Description. Automatically filled when you select an item.
      • Quantity: Enter positive quantity.
      • Uom: The stocking unit or primary uom of the selected item.
      • Amount: System automatically fill this amount when saving.
    • Click Save
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