Inventory Transfer
inventory transfers move items between locations or between bins within the same location in ianaiERP. They are essential for multi-location inventory and optimized stock distribution, especially when you need to reposition stock efficiently.
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
Go to Inventory > Transfer → Add New.
Enter Date, From Location, To Location, Reason.
For each item: select Item, enter Quantity; if bin-tracked, set From Bin / To Bin; add Notes/Comments.
For location-to-location: add Ship Method, Tracking Number, Shipping Cost (bill can be created via the shipping vendor on the ship method).
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
For more detailed information on managing items, please refer to the specific sections in this documentation.
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