Inventory Transfer

Overview

• Enables balanced stock distribution across locations/bins for multi-site operations.

• Keeps valuation consistent with your configured method (FIFO/LIFO/Weighted Average).

• Captures shipping details and can create a bill through the associated shipping vendor.

• Supports stronger control via reasons, notes, reconciliation with physical counts, and notifications for large/critical transfers.

Where to Access

• Users (admin / common) can access item via Inventory column (Inventory: Transfer)

• Click Add New to initiate adding transfer onto the ianaiERP system

Key Attributes

Transfer types

• Location-to-Location: Move items between different locations.

• Bin-to-Bin: Move items between bins within the same location (bin-tracked).

• Work Order Transfers: Automatically generated from work orders.

Header fields (transfer record)

• Date: Date of the transfer.

• From Location: Source location.

• To Location: Destination location.

• Adjustment/Billing linkage: For location-to-location, shipping details can be captured and a bill can be created based on the shipping vendor linked to the chosen ship method.

Per-item lines

• Item: Item being transferred.

• Description: Brief description of the item

• On-hand: Current quantity on-hand

• Quantity: Quantity to transfer.

• From Bin / To Bin: Required for bin-tracked locations.

• Notes / Comments: Additional context.

Valuation during transfer

• Item value follows the inventory valuation method set in your settings (e.g., FIFO, LIFO, Weighted Average).

Key Functions

• Create a transfer

  1. Go to Inventory > Transfer → Add New.

  2. Enter Date, From Location, To Location, Reason.

  3. For each item: select Item, enter Quantity; if bin-tracked, set From Bin / To Bin; add Notes/Comments.

  4. For location-to-location: add Ship Method, Tracking Number, Shipping Cost (bill can be created via the shipping vendor on the ship method).

  5. Save.

• Valuation reference: Transfer valuation respects your FIFO/LIFO/Weighted Average setting.

  • Generate from Reorder Report: Use Reports > Item > Reorder Report with a To Location, then Actions → From Location → Generate Transfer; review/edit in Transfers.

Related Features

• Items

For more detailed information on managing items, please refer to the specific sections in this documentation.