Inventory Transfer
Inventory Transfer allows users to transfer stock from one location to another within the same organization.
Inventory Transfer allows you to move stock between warehouses within the same organization, maintaining accurate inventory records across locations.
Overview
The Inventory Transfer list displays the following columns: Transaction Code, Transaction Date, From Warehouse, To Warehouse, Memo, Reference No, and Status.
Each transfer can have one of the following statuses:
- Draft — Transfer has been created but not yet approved
- Approved — Transfer has been approved and applied
Creating an Inventory Transfer
Click the Inventory Transfer button to create a new transfer. Fill in the following fields:
- From Warehouse (required) — Select the source warehouse
- To Warehouse (required) — Select the destination warehouse
- Transaction Date (required) — Set the date of transfer
- Memo (optional) — Add a note or description
- Reference No (optional) — Enter a reference number
Inventory Lines
In the Inventory Lines tab, add items to transfer:
- Item — Select the item from the dropdown
- Description — Enter item description
- UOM — Select the unit of measure
- Quantity (required) — Enter the quantity to transfer
Click + Add Line to add more items. The Total Quantity is shown at the bottom.
Attachments
Use the Attachments tab to upload supporting documents for this transfer.
Column Customization
Click the column settings icon to customize visible columns. Available columns: Transaction Code, Status, Transaction Date, Memo, From Warehouse, To Warehouse, Reference No.
